Policy Pipeline

Upcoming legislation, executive actions, and funding opportunities that could move capital into strategic sectors.

EXECUTIVE ACTION June 22, 2026

Quantum Innovation Executive Order

Directs development of a large-scale quantum computer for DOE scientific discovery. Private-sector partnership models to be explored within 180 days. Builds on National Quantum Initiative.

Sectors impacted: Quantum, Computing, Defense
Official EO →
FUNDING OPPORTUNITY Open / Rolling

Critical Minerals & Materials Accelerator

DOE up to $69M for technologies advancing domestic production and refining of critical materials. Part of broader $30B+ critical minerals mobilization.

Sectors impacted: Critical Minerals, Energy Storage, Advanced Manufacturing
IMPLEMENTATION 2026

Nuclear for AI Data Centers

DOE identifying 16 federal sites for AI data centers with nuclear co-location potential. Reactor pilot programs targeting criticality by July 4, 2026. Streamlined NRC processes and loan support.

Sectors impacted: Nuclear, AI Infrastructure, Utilities
ONGOING CHIPS Act

CHIPS Act Award Flow & Expansion

Continued disbursements and new LOIs. Focus expanding beyond leading-edge logic into packaging, SiC, materials, and secure microelectronics for defense.

Sectors impacted: Semiconductors, Defense Tech, Quantum
STRATEGIC RESERVE Project Vault

Project Vault – Critical Minerals Stockpile

$10B EXIM direct loan to establish domestic strategic reserve of refined critical minerals. Multiplier effect expected via private capital.

Sectors impacted: Critical Minerals, Defense, Energy