Bunny Hills
L3 2.0 supply_chain hr8631-118

Decoupling from Foreign Adversarial Battery Dependence Act

Why China-relevant: none of the funds ... for the Department of Homeland Security may be obligated to procure a battery produced by an entity specified in subsection (b) ... (1) Contemporary Amperex Technology Company, Limited (also known as CATL). (2) BYD Company, Limited. (3) Envision Energy, Limited. (4) EVE Energy Company, Limited. (5

Sponsor: Gimenez, Carlos A. (R-FL) · 4 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. Advanced in committee
  3. Passed chamber (vote) [house]
  4. Advanced in committee
  5. Advanced in committee
Stage: Died in the 118th Congress

Resolved. Model had estimated 1% to become law

  • + Sponsored by a member of the majority party
  • + 4 cosponsors
  • − 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.

EV & Battery negative coarse 486 names

domain 'supply_chain' -> ev_battery via stock_mapping.yaml (coarse fallback)

Ticker Name (Local) Name (EN) Restriction Lists
300750.SZ 宁德时代 CATL (Contemporary Amperex) 1260H
002594.SZ 比亚迪 BYD
300274.SZ 阳光电源 SUNGROW POWER SUPPLY
000338.SZ 潍柴动力 WEICHAI POWER
600930.SS 华电新能 华电新能
0175.HK 吉利汽车 Geely Automobile Holdings Limited
601985.SS 中国核电 CNNP
9973.HK 奇瑞汽车 Chery Automobile Co., Ltd.
002460.SZ 赣锋锂业 Ganfeng Lithium
001289.SZ 龙源电力 CHINA LONGYUAN
+476 more
Rare Earth Materials negative coarse 178 names

domain 'supply_chain' -> rare_earth via stock_mapping.yaml (coarse fallback)

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