Its the transformers. They are not protected for the most part and already pretty much built on demand, not stockpiled.
A major hurricane will do more power distribution damage than any crap NK EMP. We get one or two (or more) each year. Are we currently starving in GA because of the power issues in TX? Will TX not have power for years to come? Do they not have enough transformer replacements, on hand?
There’s a big difference between half the transformers in Houston and half in the US. There’s also a big difference with however many you saw in storage. It doesn’t take a very sophisticated bomb to do massive damage to the grid. Someday someone will be crazy enough to try it. I’d rather see a list of those who might have than know the one who did.