Bunny Hills
L1 2.0 trade hr1-118

Lower Energy Costs Act

Why China-relevant: Sec. 10021: 'prohibit the export or sale of petroleum products drawn down from the Strategic Petroleum Reserve... to-- (1) the People's Republic of China; ... (B) the Chinese Communist Party.' Sec. 20113: 'the Communist Party of China (or a person acting on behalf of the Communist Party of China), any entity subject to

Sponsor: Scalise, Steve (R-LA) · 49 cosponsors

Path to becoming law

  1. Introduced
  2. Passed committee
  3. Passed House
  4. Passed Senate
  5. Sent to President
  6. Became law

done next step still ahead did not advance

Legislative timeline — dated actions so far

  1. Filed
  2. Passed chamber (vote) [house]
Stage: Died in the 118th Congress

Resolved. Model had estimated 4% to become law

  • + Broad cosponsorship (49 cosponsors)
  • + Sponsored by a member of the majority party
  • − Cosponsors are nearly all one party

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk medium Hawkishness 1–5 4

Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.

Shares that might be influenced

Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.

Rare Earth Materials positive modest (2/5) precise 178 names

Sec. 20311 critical-minerals strategy targeting China supply-chain risk modestly favors non-China domestic mineral production.

Ticker Name (Local) Name (EN) Restriction Lists
601899.SS 紫金矿业 Zijin Mining
603993.SS 洛阳钼业 CMOC
2259.HK 紫金黄金国际 ZIJIN GOLD INTERNATIONAL COMPANY LIMITED
002379.SZ 宏桥控股 Hongqiao Holdings
601600.SS 中国铝业 CHALCO
600111.SS 北方稀土 China Northern Rare Earth
000657.SZ 中钨高新 CHINA TUNGSTEN HIG
001280.SZ 中国铀业 中国铀业
600362.SS 江西铜业 JCCL
600547.SS 山东黄金 sd-gold
+168 more