Bunny Hill
L2 0.5 supply_chain s4392-119

Energy Security Pacts Act

Why China-relevant: Energy Security Pacts Act — operative condition for joining Energy Security Pact: 'the country is not a foreign country of concern (as defined in section 10612(a) of the Research and Development, Competition, and Innovation Act (42 U.S.C. 19221(a))).' PRC captured via 42 U.S.C. 19221(a) CHIPS/Science FEOC proxy without

Sponsor: Coons, Christopher A. (D-DE) · 3 cosponsors bipartisan

Path to becoming law

  1. Introduced
  2. Passed committee next step
  3. Passed Senate
  4. Passed House
  5. Sent to President
  6. Became law

done next step still ahead

Legislative timeline — dated actions so far

  1. Filed
Stage: In committee

2% to become law · 13% to clear committee

For context: only ~2% of introduced bills ever become law, so every estimate starts near that baseline — the factors below show what moves this bill above or below the average bill.

  • + Bipartisan support (2/3 cosponsors from across the aisle)
  • − No companion bill in the other chamber
  • − Sponsor's party does not control both chambers

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk low Hawkishness 2

Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.

Shares that might be influenced

Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.

China ADRs (Broad) negative modest (2/5) precise 286 names

PRC excluded from US energy security partnerships via CHIPS FEOC proxy; limits Chinese participation in allied energy supply chain arrangements

Top 10 of 286 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
9988.HK 阿里巴巴-W Alibaba Group Holding Limited 1260H
9618.HK 京东集团-SW JD.com, Inc.
9961.HK 携程集团-S Trip.com Group Limited
2057.HK 中通快递-W ZTO Express (Cayman) Inc.
PDD 拼多多 PDD Holdings (ADR)
9987.HK 百胜中国 Yum China Holdings, Inc.
1179.HK 华住集团-S H World Group Limited
9901.HK 新东方-S NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
2076.HK BOSS直聘-W KANZHUN LIMITED
9896.HK 名创优品 MINISO Group Holding Limited
+276 more