Volts What the FEOC?
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Aug 6, 2025 Jake Higdon, a former senior advisor at the Department of Energy, and Isabel Munilla, former deputy secretary focused on critical minerals, delve into the complexities of FEOC standards. They discuss the precarious balance of enhancing domestic supply chains while addressing security risks. Insights reveal how recent Republican budget actions threaten these initiatives. The conversation highlights the urgent need for clear regulations in clean energy and explores international partnerships for resilient supply chains, especially amid rising tensions with China.
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Risks of China's Supply Chain Dominance
- China's dominance in key clean energy supply chains poses security and economic risks for the U.S. - Policymakers fear overreliance and potential weaponization of supply chains by China.
China's Supply Chain Weaponization
- China has historically weaponized supply chains, like cutting off rare earth exports to Japan in 2010. - Recent export restrictions on gallium and germanium highlight ongoing risks of economic coercion.
Biden's Gradual Disentanglement Strategy
- Biden administration aimed to disentangle critical technologies from China gradually without abrupt supply chain disruption. - Focus was on building domestic production while working with allies for resilience.