Policy pipeline

Items that can move capital later. These are not awards.json rows unless a dollar notice exists.

IN FORCEJul 30 determination · BIS effective Aug 27, 2026

DPA recoverable CMMs + BIS allocation

Presidential Determination under DPA §101. BIS temporary final rule: from Aug 27, 100% of monthly black-mass and tungsten scrap sales to U.S. persons unless BIS grants an exception. Policy, not a company grant.

White House determination →
NEGOTIATIONJul 22, 2026

Genesis Mission selections

DOE selected 278 AI-for-science projects and announced $800M+ consortium partner commitments. Largest named federal amount: $60M over three years for nuclear-energy AI. Selection is not a funding commitment.

DOE announcement →
WATCHJun 22, 2026 · EO 14413

Quantum EO (QC-ADDS)

Directs a large-scale quantum computer for a DOE facility. Partnership-model report due ~180 days. No dollar figure in the order.

Official EO →
LOIJul 29, 2026

$874M CHIPS R&D LOIs still open

Seven companies. Only GFS has a verified ticker on our card. Stays tagged LOI until definitive documents.

Open CHIPS awards filter →
CONDITIONALJun 23 / Aug 7, 2026

Conditional loans still conditions-dependent

DOE EDF $17.5B (Westinghouse sponsor), OSC Sila up to $1.4B, OSC Niron $150M. Commitments, not disbursements.

See tagged cards →