Insights: Policy

Tech / Media / Telecom

Advanced Semiconductors

Tensions continue to intensify between the Trump administration and China hawks in Congress over the White House’s willingness to allow U.S. firms to sell advanced semiconductors to China. This was reflected most recently when the House Foreign Affairs Committee (HFAC) overwhelmingly approved a bill that would restrict the administration’s...

Energy, Tech / Media / Telecom

President Trump has somewhat shifted his message on data centers from last year’s focus on facilitating their buildout and ensuring power supply in order to “win the AI race with China” to now emphasizing that “Big Tech” should “pay their own way.” Congressional Republicans also recognize voter concern on this issue, which is reflecting in the...

Fed Chair/Warsh Confirmation Process

Sen. Tillis (R-NC), a member of the Senate Banking Committee (SBC), which is responsible for confirming members of the Fed, praised President Trump’s nomination of Kevin Warsh but signaled his continued unwillingness to vote for him until the DOJ drops its criminal investigation of Chair Powell. SBC Chair Scott (R-SC) also praised Warsh and said...

Drug Pricing/TrumpRx

The launch of the TrumpRx direct-to-consumer (DTC) platform has been delayed, though HHS Secretary Kennedy has indicated it could go live as soon as this month. There is speculation the delay is attributable to concerns relating to the Anti-Kickback Statute (AKS). To that end, in recent days, the HHS Office of Inspector General (OIG) issued a...

Medicare Drug Price Negotiations

CMS released the names of the 15 Parts B and D drugs subject to the third round of the Medicare drug price negotiation program established under the Inflation Reduction Act (IRA). Additionally, CMS announced the first drug already included in the program which will be subject to renegotiation.

E15, Small Refinery Exemptions

As the House was wrapping up debate on FY26 government funding bills in mid-January, there was a last-minute effort (that did not succeed) to add a provision that would permanently allow for year-round E15 sales while granting an automatic 75% exemption from biofuel quotas for small refiners (SREs) beginning in 2028. During a speech in Iowa on...