News & Analysis as of

Clean Energy China Supply Chain

Baker Botts L.L.P.

AI, Energy, and the Trump–Xi Mineral Standoff are Colliding. What it means for Renewable M&A?

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As President Trump and President Xi Jinping prepare for high-stakes talks following the breakdown of the May Geneva trade agreement, China’s tightening grip on critical mineral exports—especially graphite, rare earths, and...more

Hogan Lovells

Implications of new FEOC restrictions on clean energy tax credits

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On May 12, 2025, the House Ways and Means Committee reported out a significant tax reconciliation bill, known as the “One, Big, Beautiful Bill.” While the bill aims to extend and enhance several provisions from the 2017 Tax...more

Hogan Lovells

House advances 'One Big Beautiful Bill': Implications of new FEOC restrictions on clean energy tax credits

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On May 12, 2025, the House Ways and Means Committee reported out a significant tax reconciliation bill, known as the “One, Big, Beautiful Bill.” While the bill aims to extend and enhance several provisions from the 2017 Tax...more

Baker Botts L.L.P.

Tariff Shifts Raise Questions for Clean Energy Supply Chains

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A recent Reuters report outlines potential implications of recent U.S. trade and industrial policy changes for the critical minerals supply chain — a key component in the development of clean energy technologies....more

Baker Botts L.L.P.

Battery Sector Faces Headwinds

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The U.S. battery sector faces significant challenges that could impede its growth, particularly as the demand for energy storage rises with the push for renewable energy. A major issue is the increasing reliance on lithium...more

White & Case LLP

Critical (minerals) mass: Minerals security in a rapidly shifting geopolitical environment

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In the past five years, the acceleration of the energy transition, geopolitical pressures and political volatility have brought critical minerals to the fore. Energy security now extends to the reliable and adequate supply of...more

Holland & Knight LLP

China Imposes Export Controls on Medium and Heavy Rare Earth Materials

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China's Ministry of Commerce (MOFCOM) and General Administration of Customs on April 4, 2025, issued Announcement 18, which imposes export controls on specific medium and heavy rare earth materials. China cites a desire to...more

Eversheds Sutherland (US) LLP

Global Supply Chain Horizons - March 2025

EU-Chile Interim Trade Agreement On February 1, the EU-Chile Interim Trade Agreement (ITA) entered into force. The ITA aims to boost competitiveness for businesses across both jurisdictions, while providing a foundation for...more

Pillsbury - Gravel2Gavel Construction & Real...

Beyond the Executive Orders: Legislative Proposals to Strengthen the U.S. Critical Minerals Supply Chain

Critical minerals are the backbone of modern technologies and national security, powering everything from advanced semiconductors and electric vehicle batteries to missile guidance systems and renewable energy infrastructure....more

Baker Botts L.L.P.

Clean Energy Faces New Pressure

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President Trump’s aggressive tariff policies—10% on Chinese imports and 25% on Canadian and Mexican goods (temporarily suspended)—are disrupting global trade and taking a toll on the clean energy market. Rising Costs: Tariffs...more

Troutman Pepper Locke

Navigating the Solar Industry's Path Through Tariffs and Growth

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In 2024, the solar energy generation industry experienced its largest-ever annual rise globally, fueled by China’s 44% solar output boost from January to November 2024. ...more

Troutman Pepper Locke

Navigating the Solar Industry’s Path Through Tariffs and Growth

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In 2024, the solar energy generation industry experienced its largest-ever annual rise globally, fueled by China’s 44% solar output boost from January to November 2024....more

Mayer Brown

USTR Finalizes 4-Year Review of Section 301 Tariffs on Imports from China, Increasing Tariffs on Clean Energy Supply Chains

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On May 14, 2024, the United States Trade Representative (“USTR”) released the results of its statutorily required review of the tariff actions in USTR’s Section 301 investigation of China’s Acts, Policies, and Practices...more

Troutman Pepper Locke

Guidance Suggests U.S. Clean Vehicle Subsidies Require Disengagement From China Supply Chains

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On December 1, the U.S. Department of Energy (DOE) released long-awaited proposed guidance defining “foreign entity of concern” (FEOC) under the Infrastructure Investment and Jobs Act (IIJA). Simultaneously, the U.S....more

Jenner & Block

Client Alert: Navigating United States Trade Policy to Achieve Climate Targets

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Achieving the nation’s climate targets will require access to raw materials and components along the clean energy and technology supply chains at competitive costs. Currently in the US, these supply chains rely heavily on...more

Foley Hoag LLP

CFIUS Year in Review

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CFIUS reviewed a record number of transactions in 2021 according to its most recent annual report – and shows no signs of slowing down. High technology (including quantum computing), life sciences, and green energy...more

White & Case LLP

The Uyghur Forced Labor Prevention Act – Potential Impact on Critical Minerals Supply for Clean Energy Technologies

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In the over five months since the Uyghur Forced Labor Prevention Act ("UFLPA") entered into force, companies have grappled with how to assess and mitigate compliance risks. Lack of transparency by US Customs and Border...more

Wiley Rein LLP

[Webinar] 2022 International Trade Series - U.S. and China Trade Relations Update - September 29th, 1:00 pm - 2:00 pm EDT

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Please join us for an examination of several current and material trade, sanction, and competition matters between the United States and China. Topics to be discussed include: - The Phase 1 Agreement (important...more

Sheppard Mullin Richter & Hampton LLP

Is the U.S. solar industry ready to prove its panels aren’t made with Uyghur forced labor?

The U.S. photovoltaic (PV) industry, solar module suppliers, manufacturers, and renewable energy developers are facing new regulatory challenges with the implementation of new legislation which has a significant impact on...more

King & Spalding

Uyghur Forced Labor Prevention Act Signed Into Law

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Creates A New Forced Labor “Presumption” That Would Prohibit Certain Imports From Entry Into The United States, Among Other Measures, To Address Forced Labor In China - On December 23, 2021, President Biden signed into law...more

Sheppard Mullin Richter & Hampton LLP

Clean Energy’s Messy Problem: The Solar Industry, the U.S. Government, and the Complex Task of Combatting Forced Labor

This is the first of three articles on the Solar Industry and Forced Labor. Here we focus on regulation. Articles in the coming weeks will focus on issues facing importers and their suppliers, and on investors and their...more

Holland & Knight LLP

Climate and Clean Energy Policy State of Play

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Clean energy initiatives and legislation continue to advance with unprecedented direction, momentum and clout in the federal government. President Joe Biden and Congressional Democrats remain fiercely committed to enacting...more

Cozen O'Connor

Trump Announces New Tariffs Aimed at China and South Korea

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On January 22, 2018, President Trump announced new tariffs on imports of solar panels and washing machines. The companies that will be most affected are from just two countries – China and South Korea....more

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