David Kovatch

I'll be updating it regularly, so feel free to bookmark and check in as needed. And to all the tariff and trade experts out there, let me know if I'm missing anything - I'd love to get your feedback to make this as accurate and useful as possible!

New tariffs stack on the old, so we included the trade measures from the Biden Admin too. We are covering:
🇨🇦🇲🇽🇨🇳IEEPA
🇨🇳Section 301
🇨🇳Section 201 and TRQs on solar cells
🇨🇳+🇻🇳🇹🇭🇲🇾🇰🇭AD/CVDs on solar
🇨🇳AD/CVD on graphite active anode material from #China
🇨🇳UFLPA
🌎Section 232 on #Steel and #Aluminum

The Clean Tech Tariff Tracker — DCCleanTech The White House has announced and teased a slew of new tariffs with major ramifications for the energy sector. Between all the announcements of what’s been threatened, withdrawn, enacted, and hit with...

🧵Newest DCCleanTech is out with a #cleantech and #energy -focused #tariff tracker! We're including all of the Trump Admin recently enacted and threatened tariffs and the retaliatory measures against U.S. exports in response.
www.dccleantech.com/newsletter/t...
#renewableenergy #energysky #solar

💯

🇺🇸where do we go from here? OEMs and policymakers are incentivized to diversify US supply chains away from China with the right mix of incentives for domestic critical minerals producers and restrictions on Chinese companies. Retaining IRA tax credits with tougher FEOC restrictions is a good start.

🇨🇳 This is on the heels of the recent anti-dumping trade case that domestic producers brought against Chinese importers (of which BTR is the most important). #China dominates the global graphite anode market, controlling 99% of some supply chain steps
#electricvehicles #automakers #energy #cleantech

No, not #Ukraine 🇺🇦. Even #Canada 🇨🇦 now has geopolitical risk due to the recent threats of 25% tariffs from the Trump Admin despite constituting part of the US defense industrial base and receiving contracts from the #DOD for critical minerals projects.
#criticalminerals #nationalsecurity #tariffs

🚗 Every US OEM (besides #GM) had BTR as their sole/primary graphite source when the transition rule expires. Will the #Trump Admin maintain the current transition rule approvals?Where do these OEMs now plan to source their graphite from?

🚨Breaking from @sl-thepowerhouse.bsky.social at @theinformation.bsky.social The Biden Admin determined Chinese #graphite producer BTR is a FEOC, and that vehicles using its materials will be ineligible for the #IRA #30D #EV tax credit after the "transition rule" expires in 2027. 🧵
#energysky

💰And of course, we're providing a comprehensive rundown on government clean tech #financing. In just the first 17 days of January the government announced more than $74.5 billion of funding awards and $937 million of new opportunities 🤑. We've got you covered with the details!

📜We also published a Clean Tech Legislation Tracker covering the bills introduced in the 119th Congress that are most impactful for the clean tech sector. We're talking #criticalminerals, #semiconductors, #forestry, and new limits on #China for accessing IRA tax credits.

We also analyzed the language they used to advocate for the IRA to see which arguments they found most persuasive with their fellow Republicans. There's a lot the sector can pull from here when learning to talk #cleantech to Republicans.
#RenewableEnergy #CleanEnergy

House W&M is in the drivers seat when it comes to reconciliation, and ultimately, the fate of the IRA. We dug into the statements of the 14 House Republicans (+1 bonus Dem) to see which credits they went to bat for and what that could ultimately mean for the future of the IRA.

14 House Republicans go to Bat for the IRA — DCCleanTech 14 House Republicans recently testified before the House Ways and Means Committee in favor of the IRA tax credits. Remember, Republicans on Ways and Means will be in the driver’s seat when it comes to...

🧵In the newest issue of #DCCleanTech we dug into 14 House #Republicans who recently testified to Ways & Means about the #IRA tax credits that should be spared from the chopping block in the upcoming #reconciliation bill.
#Energy #Energysky www.dccleantech.com/newsletter/t...