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Insights: Policy
Energy
Energy Permitting Reform
Senate negotiations over energy permitting reform legislation are intensifying, with Republicans having made an offer to Democrats in recent days that includes proposals to streamline environmental and historical preservation reviews, ease transmission permitting, and codify several Republican permitting reform priorities. That offer is being...
Macro
Russia Sanctions
A bipartisan group of Senators led by Armed Services Committee Chair Wicker (R-MS) and Ranking Member Shaheen (D-NH) introduced a revised version of Russia sanctions legislation that codifies current sanctions and provides the President with new authority to impose tariffs on Russia and secondary tariffs on major importers of Russian oil and gas....
Financials
CLARITY Act/Crypto Market Structure
Senate Majority Leader Thune (R-SD) is reportedly planning to bring the CLARITY Act to a vote in the Senate next week and Sen. Lummis (R-WY), a key champion for the bill, has said a draft will be released soon. Sen. Warren (D-MA) and other Democrats who have to-date been skeptical of passing wide-ranging crypto legislation criticized President...
Healthcare
,
Macro
Reconciliation/Farmer Assistance
House Republicans are moving forward this week with legislation under the partisan reconciliation process that will reportedly fulfill the White House request for $67b in defense funding related to the Iran war, $20b in assistance to farmers, and $4b in incentives to states to implement voter ID/citizen checks. The latter provision is being...
Mergers & Acquisitions
Fox/Roku
The companies were set to file HSR by July 6, 2026. We expect that the proposed transaction will not receive a second request from the DOJ (which we presume will have jurisdiction over the deal). While there are potential horizontal or vertical issues to consider, our research to date suggests that they do not meet the DOJ’s increasingly high...
Tech / Media / Telecom
Spectrum
FCC Chairman Carr released a draft order governing next year’s Upper C-Band auction, with the Commission scheduled to vote on the order at its July 22 open meeting.
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