by Bradley L. Bartz
Torrance CA (SPX) Dec 16, 2025
In 1853, Commodore Matthew Perry sailed four coal-powered warships into Edo Bay and pointed their cannons at Japan. The ships belched black smoke, rattled the shoreline, and terrified a nation that had never seen industrial warfare up close. Perry called it diplomacy. The Japanese called them the Kurofune – the Black Ships.
They worked.
Japan opened its ports, not because it agreed, but because it was forced to confront overwhelming, dirty power.
America likes to tell itself that story as triumph. But nearly two centuries later, we are sailing a new set of Black Ships – and this time, we are aiming them at ourselves.
Their name is FEOC.
Phar out, man – America’s clean-energy industry just realized it’s been Phucked. Not by markets or technology or competition, but by policy wielded like a gunboat: loud, blunt, and indifferent to collateral damage. FEOC – the Foreign Entity of Concern rule – is being enforced with all the subtlety of a coal-fired dreadnought steaming into a modern harbor.
We all knew the One Big Bill (OBB) was coming. Written in rage, funded by oil, and shoved through Congress like a tantrum with a title, it was designed to kill rooftop solar by eliminating the 30 percent federal credit homeowners had relied on for nearly two decades. Stupid, shortsighted, self-sabotaging – sure. But survivable.
What no one expected was the mistake.
The oversight.
The moment when the cannons misfired.
They forgot the batteries.
While lawmakers gutted the solar credit, they neglected to cross-reference the standalone battery incentive. Batteries – unlike panels – remained eligible for the same 30 percent credit. Overnight, the industry lurched into what installers began calling the Battery Rush. Homeowners realized a battery didn’t need sunshine. It needed a grid connection, a rate plan, and basic math.
Charge when power is cheap.
Discharge when power is extortionate.
Flatten bills.
Ride out outages.
Independence without a single panel on the roof.
Congress tried to kill solar and accidentally unleashed something more dangerous to the old order: energy autonomy.
And then the Black Ships arrived.
Beginning in 2026, FEOC declares that if any component of a battery traces back to China, Russia, Iran, or North Korea, the credit vanishes. No transition period grounded in manufacturing reality. No acknowledgment that China controls the majority of the global battery supply chain. Just a cannon blast across the bow.
The message is simple: comply or sink.
FEOC does not correct a loophole. It obliterates the domestic energy-storage market – and replaces it with something older, dirtier, and louder.
Coal powered Perry’s ships.
Diesel powers FEOC’s future.
Because when batteries are blocked, the grid doesn’t magically stabilize. It falls back on what regulators already permit: diesel generators behind big-box stores, warehouses, data centers, hospitals, and factories. Loud, filthy machines humming through heat waves, blackout seasons, and climate chaos – all to replace quiet, modular, distributed storage that already worked.
This is not resilience.
This is regression with a security label.
I’ve seen this movie before. In Japan, decades ago, I watched power structures use fear and force to crush innovators who moved too early and too loudly. I fired sixty employees in a single week. I still remember their faces. FEOC feels like the same logic, dressed in modern language: punishment without engineering, authority without accountability.
Japan survived the Black Ships by adapting, industrializing, and eventually mastering the very technologies that once intimidated it. America, it seems, is choosing a different lesson – sailing gunboats into its own harbor and wondering why the dockworkers scatter.
Sunshine is a disinfectant.
Solar exposes inefficiency.
Batteries stabilize reality.
FEOC blocks the sun – and calls the darkness security.
Which leaves us at the end of the ride, staring at the smoke on the horizon, asking the only question that matters now:
Who the FEOC is actually in charge?
Related Links
ABC Solar Incorporated
All About Solar Energy at SolarDaily.com
