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Insights: Policy
Energy
Oil Export Ban
Oil industry trade associations (e.g., API, AFPM) have intensified their lobbying against an oil export ban over the last week, including holding meetings with senior administration officials. This comes in the wake of President Trump criticizing Exxon and Chevron for “making too much money” as a result of high oil prices and directing the DOJ to...
Energy
,
Infrastructure
Data Centers
Public sentiment related to data centers has continued to deteriorate in recent months. This has resulted in both state-level and federal attention, as well as engagement from an increasingly broad swath of stakeholders. TX Gov. Abbott’s pause on data center approvals is notably reflective of this trend.
Tech / Media / Telecom
Chinese Open-Source AI Models
In the last two weeks since news emerged of Chinese tech firm Moonshot AI allegedly stole U.S. IP to create its recently released Kimi K3 model, policymakers and industry stakeholders have been debating how to respond. Administration officials, including White House Chief of Staff Wiles, Treasury Secretary Bessent, and Commerce Secretary Lutnick...
Tech / Media / Telecom
AI Model Regulation
The White House met with Anthropic, Google, Meta, and OpenAI yesterday to discuss its framework for AI model reviews, which was called for in a June Executive Order (EO). The White House does not plan to publicly release the framework, but some details have emerged. The framework reportedly establishes a “voluntary” process whereby only the most...
Energy
Biofuels/E15
Senate Agriculture Committee Chair Boozman (R-AR) indicated earlier this week that he will be holding a hearing to consider the Farm Bill on August 6. Individuals close to the negotiations have indicated that the bill will include language allowing the year-round sale of E15.
Healthcare
Medicare Skilled Nursing Facility (SNF) Reimbursement
CMS released the final FY27 Skilled Nursing Facility (SNF) Prospective Payment System rule, which takes effect October 1. CMS finalized a 2.4% payment-rate increase, comprising a 3.3% market-basket update minus a 0.9% productivity adjustment, which is projected to increase aggregate SNF payments by approximately $883m. Notably, CMS did not make...
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