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The Senate text on energy removes the stackability provision in the 45X manufacturing credit (i.e. a manufacturer could get the credit for every segment of a value chain) discouraging vertical integration - the thing that PRC firms benefit most from: www.utilitydive.com/news/china-v...

US needs vertically integrated solar manufacturing to fight China’s market dominance: RE+ speakers“China has done so much work to be vertically integrated ... from the polysilicon all the way to the modules,” said Arielle Brown, director of government affairs at chemical company Wacker.www.utilitydive.com

Latest w/ @milomcbride.bsky.social: “The U.S. is at a strategic crossroads on whether it can compete in the global EV market, innovate next-gen batteries, and secure mineral supply chains. The first step is recognizing that all three imperatives are intertwined.” foreignpolicy.com/2025/06/05/e...

America’s Electric Vehicle SurrenderIf Trump’s “big, beautiful bill” passes, the entire supply chain could be ceded to China.foreignpolicy.com

The House bill is anything but a recipe for energy dominance, security, or affordability. Everything you need to know here:

Nice shoutout from @robinsonmeyer.bsky.social of the Hanford 2GW solar + storage project part of DOE’s Cleanup to Clean Energy initiative. Wonk alert: this project uses Atomic Energy Act leasing authorities !

Yup, and organizations like the Environmental Law Institute continue to train govt officials from other countries on the success of Clean Air Act and Clean Water Act programs and how they can be replicated.

While the confusion persists on the federal funding “pause” and rumors of widespread grant award cancellations, it’s worth flagging potential statutory and constitutional claims awardees can bring: 1/x

Cannot emphasize this more. Please give this thread a read. The same story is playing out with DOE-funded projects—tens of billions of dollars of awarded *contracts* tied up as a result of the “pause.” This will have ripple effects across the economy and companies/NGOs/states should make it known.

“Germany should support EU protection of viable European industrial sectors facing an onslaught as a result of China’s active industrial policies. At the same time, it should allow cheap imports in areas where Europe has little to no manufacturing.” IEA’s tech perspectives report Ch6 is good on this

Imagine the results in four years if the new admin simply just continued the implementation of BIL, IRA, and CHIPS….would be legacy-defining for any president.

Great read from @amyturner.bsky.social if you’re looking for more analysis on what the practical impact of the day 1 energy EOs will be:

Important to note the vast majority of BIL/IRA grant and loan $ is going towards manufacturing/supply chain + grid projects--none of which is implicated in Sec. 2 of the Day 1 EO. Also, @romany-webb.bsky.social perfectly captures the implications of the BIL/IRA disbursement "pause" in this piece.

Sec. Granholm in the NYT on why to keep BIL/IRA/CHIPS intact: "Other governments are waiting with bated breath for us to pare back our grants, loans and tax credits so they can use the same tools to sweet-talk the next generation of factories to their shores." www.nytimes.com/2025/01/23/o...

Opinion | China Will Be Thrilled if Trump Kills America’s Green EconomyPresident Trump seems poised to roll back the very incentives that are reviving American manufacturing.www.nytimes.com

Great summary of the Day 1 EOs. Most telling is the declaration of a national energy emergency that leaves out the largest source of new energy capacity (solar) from the definition of “energy.”