News & Analysis as of

Supply Chain Energy Sector

ArentFox Schiff

A Hard Day’s Night for Renewable Energy Incentives

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On July 4, President Donald Trump signed into law P.L. 119-21, the “One Big Beautiful Bill Act” (OBBBA), which, among other notable changes to the US tax system, rolls back several renewable energy incentives enacted under...more

Mintz - Energy & Sustainability Viewpoints

Energy & Sustainability Washington Update — August 2025

July was a big month for federal energy and sustainability policy. A series of major actions out of Congress and the executive branch signaled significant shifts in direction — on everything from spending and permitting to...more

Vinson & Elkins LLP

Impact of Trump's Tariffs on North American Energy Market

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As the Trump administration continues to roll out its sweeping tariff policy, the North American energy industry is working to address the effects of the President’s tariff strategy. The Trump administration intends to...more

J.S. Held

From Ambition to Attrition: The Financial Realities Behind Wind Project Suspensions

J.S. Held on

Introduction: Offshore Wind Projects Pulled Amid Cost Surges - The offshore wind industry has faced a wave of high-profile setbacks that have sent shockwaves through the global renewable energy landscape. The offshore wind...more

Vinson & Elkins LLP

Powering Tomorrow—The White House AI Action Plan's Ambitious Vision for U.S. Infrastructure

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The White House recently unveiled “America’s AI Action Plan,” a comprehensive strategy designed to secure United States leadership in the global artificial intelligence race. The plan is built on three foundational pillars:...more

IR Global

New US-DRC Minerals Dialogue Signals Long-Term Investment Potential

IR Global on

The United States is advancing discussions toward a strategic minerals partnership with the Democratic Republic of Congo (DRC). This initiative reflects Washington’s growing focus on securing reliable access to critical...more

Orrick, Herrington & Sutcliffe LLP

Fuelling a Greener Future? Navigating the Promise and Pitfalls of Hydrogen Fuel Cells

Members of the Orrick team attended the Paris Airshow in June 2025.  This event showcased all aspects of the aviation supply chain.  One of the most talked about elements was the potential for hydrogen fuel cells as part of a...more

Foley & Lardner LLP

DOE Announces Pilot Program to Build Advanced U.S. Nuclear Fuel Supply Lines: What You Need to Know Now

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Coming on the heels of its June 2025 announcement establishing a pilot program for reactor construction and operation in accordance with President Trump’s Executive Order 14301, on July 16, 2025 the DOE announced a Fuel Line...more

Eversheds Sutherland (US) LLP

Global Supply Chain Horizons - July 2025

Welcome to the latest edition of our quarterly global supply chain horizons providing you with a update on the key developments from around the world. Cross-Border - China and the US trade deal - On June 27, the PRC...more

Pillsbury Winthrop Shaw Pittman LLP

Department of Energy Seeks Input for the 2026 Energy Critical Materials Assessment

The Department of Energy’s Request for Information seeks input for the 2026 Energy Critical Materials Assessment (CMA), which will identify materials critical for energy based on two primary factors: importance to energy and...more

A&O Shearman

EU energy transition: European commission announces Strategic Projects outside of the EU to boost critical materials value chain

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Following the commission’s announcement in March of the first 47 Strategic Projects under the EU Critical Raw Materials Act (Act) located within the EU (discussed in our previous article, the commission has confirmed 13...more

Morrison & Foerster LLP

NIS 2: Strengthening Europe’s Cyber Defenses

European cybersecurity risk management and reporting obligations have received a substantial facelift. The Directive (EU) 2022/2555 on measures for a high common level of cybersecurity across the EU (“NIS 2”) became effective...more

Pillsbury Winthrop Shaw Pittman LLP

G7 Releases Critical Minerals Action Plan on the Heels of IEA’s 2025 Critical Minerals Outlook

The IEA’s 2025 Global Critical Minerals Outlook reveals a market at a crossroads: While demand for energy transition and other minerals continues to surge, investment and supply diversification are not keeping pace....more

Spilman Thomas & Battle, PLLC

Currents - Energy Law Insights, V 9, Issue 6, June 2025

Welcome to our sixth issue of Currents 2025. We are covering a multitude of issues in this edition, but we want to pass along a couple of announcements first. Again, thank you for reading! Amazon and Pennsylvania Join the...more

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

Baker Botts L.L.P.

AI Is Reshaping Infrastructure — And It’s Happening Faster Than You Think

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Goldman Sachs’ recent analysis by Frank Long, 1,000 homes of power in a filing cabinet - rising power density disrupts AI infrastructure makes one thing clear: the future of AI isn’t just about smarter models — it’s about...more

Robinson+Cole Environmental Law +

Four New Executive Orders Aim to Unleash U.S. Nuclear Energy

On May 23, 2025, President Trump signed four new executive orders (the Orders) to “usher in a nuclear energy renaissance.” In an article, the White House explained that the Orders provide “a path forward for nuclear...more

Perkins Coie

Trump Administration Launches Sweeping Initiative to Advance Deployment of Nuclear Technology

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On Friday, May 23, 2025, President Trump signed four executive orders related to nuclear energy, three of which seek to expedite approval processes for permitting new nuclear reactors. The orders, which build upon...more

Husch Blackwell LLP

IRA’s Section 6418 Transferable Credits: Will They Be Expanded to Other Industries?

Husch Blackwell LLP on

Lately, elected representatives on both sides of the aisle have been displaying an appetite for expanding transferable tax credits to a broader variety of industries. This is evidenced by the recent profusion of proposed...more

A&O Shearman

EU energy transition: Europe's critical materials value chain boosted by strategic projects announcement

A&O Shearman on

A recent announcement by the European Commission of 47 Strategic Projects is set to boost the bloc’s domestic supply of raw materials, strengthening its battery and defense value chains and presenting substantial potential...more

Mitchell, Williams, Selig, Gates & Woodyard,...

Assuring Abundant, Reliable American Energy to Power Innovation: U.S. House of Representatives Subcommittee on Energy Hearing...

The United States House of Representatives Subcommittee on Energy of the Committee on Energy and Commerce held an April 25th hearing titled: Assuring Abundant, Reliable American Energy to Power Innovation (“Hearing”)....more

Pillsbury - Policyholder Pulse blog

Parametric Insurance: The Future-Proof Solution for Enterprise Risk

In today’s fast-paced and increasingly unpredictable global environment, large enterprises face mounting risks—natural catastrophes, climate-related disruptions, supply chain breakdowns and emerging digital threats....more

Latham & Watkins LLP

Infrastructure Insights - May 2025

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On 15 April 2025, Ofgem approved the National Energy System Operator’s (NESO’s) Target Model Option 4 (TMO4+) to reform the grid connection process in Great Britain. The reform shifts from a “first come, first connected” to a...more

Akin Gump Strauss Hauer & Feld LLP

Unleashing America's Offshore Critical Minerals and Resources (Trump EO Tracker)

Directs agencies to expedite seabed mineral development by streamlining licensing for exploration and recovery, mapping priority resource areas, and identifying commercial opportunities both domestically and abroad. It also...more

American Conference Institute (ACI)

[Event] Trade & Sanctions Compliance for the Oil and Gas Industry - May 21st - 22nd, Houston, TX

Between tariffs, tightening export controls, evolving sanctions, and ramped up enforcement, the cost and complexity of compliance is rising for oil and gas supply chains. ACI’s Trade & Sanctions Compliance for the Oil and...more

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