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Policy Reports - Comprehensive policy analysis reports

Access our detailed policy analysis reports covering key sectors and regulatory changes. Each report provides actionable insights based on our AI-powered analysis of government policies and their market implications.

8 of 8 reports

Featured

Section 232 Tariffs: Copper

President Trump announced a final 50% tariff on copper imports—set to take effect in by August 1—as part of a broader strategy to onshore critical supply chains. This action will increase demand for U.S. produced copper and copper products, while potentially increasing costs for manufacturers and consumers currently reliant on imports. Domestic consumers of copper with pre-established relationships with domestic sources are also likely better positioned to manage these tariffs.

$250
USD
TradeTariffsCopperInfrastructure
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Featured

Big Beautiful Bill: Shipbuilding Analysis

Rivertes analysis of the company-level impacts of shipbuilding and shipbuilding industrial base investments in the Big Beautiful Bill. When combined with FY26 appropriations, this will be the largest investment in U.S. shipbuilding activity since the Second World War. While major existing U.S. military shipbuilders stand to benefit (e.g., Huntington Ingalls, General Dynamics, Austal USA, Bollinger Shipyards), a host of smaller companies and shipbuilding industrial base companies will also grow and benefit, as these funds are outlaid over the next five years on top of existing base-level U.S. government shipbuilding spending in excess of $37 billion per year. Rivertes will be publishing updated datasets as more information increases our confidence in the flow of specific funds to the balance sheet or income statements of specific companies over time. Data as of July 10, 2025.

$1,000
USD
ShipbuildingInfrastructure
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Featured

Section 301 Tariffs: Ship-to-Shore Cranes

The U.S. government has issued cybersecurity directives and imposed Section 301 tariffs on ship-to-shore (STS) cranes manufactured in China. These actions are expected to drive up costs for port operators in the short term but create significant opportunities for allied and domestic crane manufacturers to capture market share and scale production.

$500
USD
TradeTariffsShipbuildingInfrastructure
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Featured

IEEPA Tariffs: 9 July Update Summary

On July 9, 2025, President Trump announced tariffs on Algeria, Brunei, Iraq, Libya, Moldova, and The Philippines. These tariffs will have minimal impacts in aggregate, as the sum total of non-energy related imports (which are tariff exempt) from Algeria, Brunei, Iraq, Libya, and Moldova is only $820 million (USD). The tariff directed at imports from the Philippines will impact $14 billion in goods, especially in the semiconductor and microelectronics industries.

$50
USD
TradeTariffsSemiconductors
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Featured

Bureau of Industry and Security (BIS) Rulemaking for Connected Vehicles and Components

The Department of Commerce’s Office of Information and Communications Technology and Services (OICTS) within the Bureau of Industry and Security (BIS), has set new wide-reaching regulations aimed at “prohibiting transactions involving Vehicle Connectivity System (VCS) hardware and covered software designed, developed, manufactured, or supplied by persons owned by, controlled by, or subject to the jurisdiction or direction of the People's Republic of China, including the Hong Kong Special Administrative Region and the Macau Special Administrative Region, (PRC); or the Russian Federation (Russia).” The regulations will require all importers and manufacturers of connected vehicles and components to carefully assess their supply chains and reach full compliance with new prohibitions for model years 2027 (for software) and 2030 (for hardware).

$250
USD
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Featured

232 Tariffs: Heavy and Medium Duty Trucks

The U.S. Department of Commerce has initiated a Section 232 investigation into the national security impact of truck and truck part imports, which could lead to tariffs on affected products. These potential tariffs would significantly disrupt supply chains, raise vehicle prices, and strain both large manufacturers and small fleet operators across a highly import-dependent U.S. trucking market.

$200
USD
TariffsTrucks
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Featured

Big Beautiful Bill: Agricultural Commodities

This report analyzes the agricultural provisions of the newly passed Big Beautiful Bill highlighting significant increases to commodity reference prices starting in 2025. These changes are expected to boost Price Loss Coverage (PLC) payments—especially for wheat, rice, and peanuts—while strengthening the safety net for corn and soybeans. The resulting financial stability for producers will likely benefit agricultural equity sectors, supporting demand for inputs and equipment.

$100
USD
TariffsTrucks
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Big Beautiful Bill: Additive Manufacturing for Wire Production

Identifies a company well positioned to take advantage of the provision in the Big Beaautiful Bill directing $450 million to additive manufacturing in the shipbuilding industry.

$500
USD
InfrastructureFederal PolicyConstructionTechnology
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