> If it were true, I expect it would be a national security concern, and quickly remedied

I dunno... things happen that expose these risks and lead times for replacement equipment can push out to 2-3 years.

https://en.wikipedia.org/wiki/Moore_County_substation_attack

https://en.wikipedia.org/wiki/2021_Texas_power_crisis

https://pv-magazine-usa.com/2026/09/02/u-s-bulk-power-equipm...