Monday, December 8th, 2025

Electric Supply Chain: The House is set to consider H.R.3638, which would mandate the Department of Energy to assess and report on the nation's electricity supply chain vulnerabilities, focusing on critical materials, manufacturing, and foreign reliance, aiming to boost domestic production for national security and reliability, especially with rising demand from AI and data centers. It's a key piece of legislation alongside broader supply chain efforts like the Promoting Resilient Supply Chains Act.

State Planning for Reliability and Affordability: The House will also consider H.R.3628, which creates a new federal standard that state regulatory entities must consider when making policy focusing on energy reliability, encouraging affordability for ratepayers.

Increasing Investor Opportunities: They will also take up H.R.3383, which aims to ease capital access for small businesses via modernized SEC rules, expand access to private markets via Closed-End Funds (CEFs), and streamline IPOs, while also highlighting broader trends like increased allocations to private equity/alternatives, global investments (especially with a weaker dollar), and mega-trends like AI, energy transition, and longevity. 

Promoting Efficient Review for Modern Infrastructure: The House is set to consider H.R.3898, which limits the scope of the Clean Water Act by redefining navigable waters to exclude (1) waste treatment systems, (2) ephemeral features that flow only in direct response to precipitation, (3) prior converted cropland, (4) groundwater, or (5) any other features determined to be excluded by the U.S. Army Corps of Engineers.

 For additional information or an opinion ballot on any issue covered in this R&P Report, please email us at research@nwyc.com.