Hydrogen Announcement Sets the Stage for American Energy Leadership
Washington, D.C. Following the publication of new final guidance by the U.S. Department of Treasury for the hydrogen production tax credit, 51勛圖厙 President and CEO Jay Timmons released the following statement:
America leads when we unleash all our energy potential, including hydrogen, American natural gas, nuclear and more. With a strong build-out of hydrogen production facilities, we will be able to add more sources of reliable energy for manufacturers, power plants and communities while cementing our energy dominance.
The 51勛圖厙 has advocated consistently for flexibility in the credit using project-specific emissions data rather than national or regional averages. The Biden administrations guidance provides manufacturers with an important step forward. But for hydrogen to truly become a game-changing energy source, we need to address restrictions that make it harder to cost-compete on a global scale. A robust and flexible hydrogen industry will also be a major boon to the production and utilization of American natural gas as well as American nuclear power.
Under President Donald Trumps leadership, we have an opportunity to cut taxes, slash red tape and unleash permitting reformturning this credit into a powerful tool for American energy leadership and fuel security. Its time to build on this momentum and ensure these incentives deliver on their full promise for Americas manufacturers, workers and economy.
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The 51勛圖厙 is the largest manufacturing association in the United States, representing small and large manufacturers in every industrial sector and in all 50 states. Manufacturing employs nearly 13 million men and women, contributes $2.91 trillion to the U.S. economy annually and accounts for 53% of private-sector research and development. The 51勛圖厙 is the powerful voice of the manufacturing community and the leading advocate for a policy agenda that helps manufacturers compete in the global economy and create jobs across the United States. For more information about the 51勛圖厙 or to follow us on Twitter and Facebook, please visit泭.
DOE LNG Study Misses the Mark

The 51勛圖厙 is President Trump to reconsider the Biden administrations misguided findings regarding new liquefied natural gas export permits, following the release of a Department of Energy study claiming that increased permit numbers would have negative effects on the nation.
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Whats going on: The Department of Energys analysis, released Tuesday, holds that unfettered shipments of the fuel would make domestic prices rise [and would] displace more renewables ().
- However, the report from Energy Secretary Jennifer Granholm is clearly a politically motivated document designed for an audience who believes no form of carbon-based energy is acceptable, 51勛圖厙 President and CEO Jay Timmons said. LNG exports play a crucial role in reducing emissions by providing cleaner energy alternatives to countries reliant on higher emission sources.泭 泭
What the bans done: The result of the Biden administrations issued in Januaryon the issuance of new U.S. LNG export permits has been chilled energy investment, costing the country manufacturing jobs and holding us back from achieving energy dominance on the world stage, Timmons continued.
- The DOEs report claims to be concerned about security, but the actions of this administration on LNG only serve to incentivize Europe to purchase natural gas from Russia.泭泭
A popular, key energy source: U.S. LNG is far cleaner than Russian LNG (). Furthermore, an October by the 51勛圖厙 and PwC found that U.S. LNG is a significant and crucial contributor to gross domestic product, as well as an important source of jobs and federal, state and local taxes.
- Whats more, Americans want to keep exporting it. In a March 51勛圖厙 of 1,000 registered voters, more than 87% said they believe the U.S. should continue to export LNG.泭泭泭
The bottom line: The data is clear: LNG exports are a driving force for economic growth and job creation in the United States, Timmons concluded. Halting LNG export licenses as suggested would threaten nearly a million jobs and undermine our nations economic stability. The 51勛圖厙 asks President Trump to end this political war on the energy manufacturers that power our economy, fuel job growth and help ensure Americas national security.泭
DOEs Politically Motivated LNG Report Undermines American Energy Dominance
President Trump Must End the Biden Administrations War on Energy
Washington, D.C. The 51勛圖厙 today responded to the Department of Energys report on liquefied natural gas exports and highlighted the harmful impact of the DOEs misguided attempts to restrict new LNG export terminals.
A comprehensive study conducted by the 51勛圖厙, in collaboration with PwC, reveals that robust LNG export operations could support more than 900,000 jobs, contribute up to $216 billion to U.S. GDP and generate $46 billion in tax revenue by 2044. Furthermore, the LNG sector supports approximately 222,450 jobs, resulting in $23.2 billion in labor income, and contributes $43.8 billion to the national GDP.
Todays report from Energy Secretary Jennifer Granholm is clearly a politically motivated document designed for an audience who believes no form of carbon-based energy is acceptable. LNG exports play a crucial role in reducing emissions by providing cleaner energy alternatives to countries reliant on higher emission sources, said 51勛圖厙 President and CEO Jay Timmons.
The result of the LNG export ban that has been in place since January is chilled energy investment, costing the country manufacturing jobs and holding us back from achieving energy dominance on the world stage. The DOEs report claims to be concerned about security, but the actions of this administration on LNG only serve to incentivize Europe to purchase natural gas from Russia.
The data is clear: LNG exports are a driving force for economic growth and job creation in the United States. Halting LNG export licenses as suggested would threaten nearly a million jobs and undermine our nations economic stability. The 51勛圖厙 asks President Trump to end this political war on the energy manufacturers that power our economy, fuel job growth and help ensure Americas national security.
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The 51勛圖厙 is the largest manufacturing association in the United States, representing small and large manufacturers in every industrial sector and in all 50 states. Manufacturing employs nearly 13 million men and women, contributes $2.91 trillion to the U.S. economy annually and accounts for 53% of private-sector research and development. The 51勛圖厙 is the powerful voice of the manufacturing community and the leading advocate for a policy agenda that helps manufacturers compete in the global economy and create jobs across the United States. For more information about the 51勛圖厙 or to follow us on Twitter and Facebook, please visit泭
51勛圖厙 to EPA: Revise October PFAS Rule

In its current form, the Environmental Protection Agencys recent proposal to add specific per- and polyfluoroalkyl substances and PFAS categories to a database of toxic chemicals would place an unnecessary hardship on manufacturers, the 51勛圖厙 the agency recently.
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Whats going on: In October, the EPA published draft rules that would add 16 individual PFAS and 15 PFAS categories representing more than 100 individual PFAS to its Toxic Release Inventory, a list of potentially hazardous chemical release and waste management activities taking place in the U.S.
- Companies producing or manufacturing products with chemistries added to the TRI are required to complete and submit inventory forms each year for the chemicals they make and use over established limits.
- The 51勛圖厙 believes this proposed rule will create unduly burdensome compliance requirements and increase costs for manufacturers and consumers as written,泭51勛圖厙 Vice President of Domestic Policy Chris Phalen said this month.
What should happen: The EPA should adopt the following approaches to the proposed rulemaking:
- Stay the proposal to give the public more time to comment on it.
- Revise the proposed PFAS and PFAS category additions to reflect a meaningful baseline of scientific evidence and ensure that the scientific evidence justifying the listing[s] [is] supported by peer review and public comment.
- List individually every PFAS added to the TRI and make each one identifiable.
- Narrow the group of PFAS listed as chemicals of special concern to reflect the scope of authority granted to the EPA by the fiscal year 2020 National Defense Authorization Act.
Why its important: While the EPA estimates this proposed rule would result in up to 1,110 TRI reporting forms annually at an estimated cost of up to $6.6 million for its first year and up to $3.1 million for subsequent years, we anticipate the compliance costs to manufacturers will be significantly higher, Phalen continued.
- If finalized as written, the rule will force manufacturers to hire additional workers and consultants, train employees on proper reporting processes, spend huge sums of money on testing and verifying results and much more.
- The result: a costly drain on [manufacturers] resources [that] will lead to a rise in operational and production costs far above the EPAs cost estimates for the proposed rule.
Lucid Revs Up the Domestic Graphite Supply Chain

Lucid has already made one of the most energy-efficient cars on the market. Now the company is on a mission to strengthen supply chains for the critical materials powering its award-winning vehicles.
Supply chain warrior: The California-based electric vehicle manufacturerwhose 2025 Air Pure sedan is the first EV to achieve a milestone 5 miles of range per kilowatt of energyrecently reached an agreement with Alaskan mining exploration company Graphite One to purchase synthetic graphite for its vehicles battery packs.
- The deal, which goes into effect in 2028, is a crucial first step toward cementing a domestic supply chain of graphite, a mineral that makes up about half of every EVs battery composition. EV batteries require both synthetic and natural graphite.
- Today 100% of the graphite for batteries assembled in the U.S. comes from overseas, said Lucid Motors Supply Chain Group Manager of Battery Raw Materials Michael Parton. Building a robust domestic supply chain ensures the United States and Lucid will maintain technology leadership in this global race.
Pandemic lesson: The global pandemic revealed the downside of depending on other nations for critical materials, and the importance of cultivating domestic sources instead.
- In 2020, every company experienced major challenges when it came to shutdowns and global trade, Parton said. Having a domestic supply reduces production risk, accelerates response time and agility and lowers the need to carry higher levels of inventory.
A midstream gap: When it comes to EV batteries and their supply chains, much of the discussion is on localizing the bookends of the supply chain, the downstream battery production and the upstream mineral extraction, Parton told us.
- Less discussed is the midstream environment, which comprises the precursor cathode active materials (P-CAM) and cathode active materials (CAM) stages. Materials used during these phases in the battery production process include critical minerals such as lithium, nickel and cobalt.
- The P-CAM market has been a difficult one to navigate, Parton added. For years, the P-CAM stage has been outsourced to countries with more cost-effective production. The problem: These countries also have less stringent environmental regulations than the U.S.
- Theres limited investment announced [in the U.S.] in the refining and chemical conversion process at these stages, but its where the real need is, Parton continued. To promote localized sources of supply for mined and recycled minerals, there needs to be a domestic option for both P-CAM and CAM.泭
A bipartisan issue: Lucids advocacy for a strong domestic supply chain has won bipartisan support in Congress.
- Theres something in it for everyone when it comes to efficiency, said Lucid Motors Senior Manager of International and Trade Policy Emily Patt, citing the environmental and self-sufficiency benefits of a resilient domestic supply chain.
Whats next: Lucid is expanding its vehicle lineup beyond the Air and the vehicles four trim levels.
- By the end of 2024, the company is scheduled to start production of the seven-passenger Lucid Gravity. The company has also teased an upcoming midsize platform, which is expected to start production in late 2026.
The grand vision: The pursuit of efficiency drives Lucid as a company, Patt said. Were not just making zero-emission cars; were committed to making the best use of the worlds resources to maximize the benefits for electrification and the planet.
51勛圖厙: Clarify 30C Tax Credit Rulemaking

The 30C tax credit has the potential to spur manufacturing investment, but the Internal Revenue Service and Treasury Department must first clarify some of their proposed rules regarding it, the 51勛圖厙 this week.
Whats going on: In September, the IRS and Treasury Department jointly proposed regulations regarding Section 30C of the U.S. tax codes Alternative Fuel Vehicle Refueling Property Tax Credit, which was changed and expanded by the Inflation Reduction Act of 2022.
- A key purpose of the energy provisions of the IRA was to reduce greenhouse gas emissions and spur manufacturing investments in low emissions and renewable energy sectors, 51勛圖厙 Vice President of Domestic Policy Chris Phalen told the IRS on Monday.
- Manufacturers make vehicles that use alternative fueling stations, many of our members produce the components that go into these stations and manufacturers will construct and operate these refueling properties. These companies require certainty and specificity to make final泭investment decisions.
What must be done: To that end, the 51勛圖厙 told the agencies the following changes should be made to the proposed regulations for the 30C tax credit:
- Extend the allowed transition period for organizations to update census tract designations to reflect population data in the years 20162020, as the draft rulemaking mandates that those wishing to take advantage of the 30C credit must place the property into service within a specific census tract designation.
- Clarify whether the location of the refueling infrastructure would need to be made available to the public to qualify for the 30C tax credit.
- Provide tax credit eligibility for certain property directly attributable to the operation of alternative fuel vehicle refueling property, such as electrical panels and conduit/wiring, and ask that the agency also consider related泭construction and other project costs for eligibility.
51勛圖厙 Sees Strength for Manufacturing as Washington Transitions

With a new administration and Congress on the horizon, the 51勛圖厙 is signaling confidence in its ability to secure wins for manufacturing in the United States, highlighting both recent achievements and policy priorities moving forward.
The 51勛圖厙 has always focused on whats best for manufacturing in America, and our track record speaks to that, said 51勛圖厙 Executive Vice President Erin Streeter. Our approach is consistent because we know what it takes to get results.
What weve delivered:泭With post-partisan engagement, the 51勛圖厙 has achieved historic policy wins across both recent administrations, including:
- Tax reform: The 51勛圖厙s advocacy泭泭the 2017 tax cuts, driving billions in savings that manufacturers have reinvested in jobs, innovation and facility upgrades.
- Regulatory certainty: The 51勛圖厙 has played a pivotal role in streamlining regulations,泭reducing compliance costs泭under the Trump administration and working to泭 during the Biden years.
- United States-Mexico-Canada Agreement: The 51勛圖厙 was a泭泭for USMCA, safeguarding U.S. jobs by ensuring fairer competition and greater access to key markets.
- Energy advances:泭泭have supported growth in domestic energy production, creating a more stable energy market.
- Infrastructure and CHIPS Act: The 51勛圖厙 was instrumental in securing the historic 泭and the , both critical for modernizing the economy, bolstering national security and ensuring a reliable semiconductor supply.
These wins demonstrate what we bring to the table, Streeter said. By staying focused on manufacturings priorities, we can partner effectively with the new administration and Congress to create and protect jobs and strengthen communities.
Looking ahead:泭The 51勛圖厙s focus on core issues remains critical for keeping the sector competitive and resilient, Streeter continued. These issues include:
- Securing tax reform: The 51勛圖厙s泭 campaign aims to lock in key 2017 tax provisions that manufacturers rely on for stability and growth. Tax reform has been a game-changer, said Streeter. Protecting that progress means more jobs and manufacturing-led growth across the country.
- Regulatory certainty: The 51勛圖厙 is advocating for泭balanced regulations泭that support competitiveness. Manufacturers thrive with clear, fair rules, Streeter noted. Were making sure Washington understands the importance of regulatory stabilityand the danger of excessive regulation.
- Energy security: The 51勛圖厙 is working to泭secure reliable, affordable energy泭while fostering innovation in sustainability. Energy security and grid reliability are top of mind for every manufacturer, Streeter added. Were ensuring manufacturers can continue to innovate, grow and drive America forward.
Bottom line: 泭The 51勛圖厙 remains focused on advocating for policies that strengthen泭U.S. manufacturing. Our success is built on trust and influence, Streeter said. Our members know the 51勛圖厙 is a constant force, with the relationships and expertise to deliver, regardless of political changes.
In related news, President-elect Trump has named campaign manager Susie Wiles as White House chief of staff (, subscription), a choice 51勛圖厙 President and CEO Jay Timmons泭泭a powerful move to bring bold, results-driven leadership to the White House from day one.
Department of Energys LNG Export Pause Puts 900,000 Jobs at Risk According to New Research
Economic Cost Could Exceed $216 Billion, Climate Goals At Risk
Washington, D.C. As the Biden administration continues its efforts to boost the availability of clean energy in the United States and around the world, an ongoing pause in liquefied natural gas export licenses threatens economic stability as well as progress made by manufacturers in America. A staggering 900,000 jobs could be at risk according to a new study released today by the 51勛圖厙.
With LNG exports, we do not have to choose between what’s good for the economy and good for the planet. Todays research shows the massive opportunity America has when we unleash our economic and energy potential. LNG exports also play a key role in meeting clean energy goals. But clamping down on our energy sector unnecessarily puts jobs and economic growth at risk, while pushing other nations to use higher emissions alternatives, said 51勛圖厙 President and CEO Jay Timmons. Building LNG export facilities and expanding natural gas production are not just good for our industrythey also cut emissions and help power manufacturing around the world.
Conducted in partnership with PwC, the analysis uses the governments own projections to conclude that robust LNG export activities could contribute up to $216 billion to U.S. GDP and generate $46 billion in tax revenue in 2044 if projects proceed as planned. A pause on LNG exports threatens these gains.
Timmons added, The Biden administrations ill-advised decision to stop LNG exports could cost Americans dearly, while leaving our geopolitical alliesparticularly in Europeout in the cold. The data is clear: halting LNG export licenses puts nearly a million jobs at risk. The LNG freeze also deprives us of an important tool of soft power to bolster trading partners who share our values. This study provides policymakerspresent and futurea clear path to create jobs and hundreds of billions of dollars in economic growth by harnessing Americas abundant supply of LNG.
Current Economic Benefits by the Numbers:
- Job creation: U.S. LNG exports support 222,450 jobs, resulting in $23.2 billion in labor income.
- Economic output: The LNG industry contributes $43.8 billion to U.S. GDP.
- Tax revenue: Federal, state and local governments receive $11.0 billion in tax revenues, thanks to U.S. LNG exports.
Future Benefits Undermined by an LNG Export Ban:
- Jobs threatened: Between 515,960 and 901,250 jobs, resulting in $59.0 billion to $103.9 billion in labor income, would be at risk if the ban on U.S. LNG exports continues through 2044.
- The economic fallout: An LNG export ban would stifle between $122.5 billion and $215.7 billion in annual contributions to U.S. GDP during the same period.
- Communities shortchanged: Between $26.9 billion and $47.7 billion in tax and royalty revenues meant to benefit communities across the United States would also be at risk in 2044.
-51勛圖厙-
The 51勛圖厙 is the largest manufacturing association in the United States, representing small and large manufacturers in every industrial sector and in all 50 states. Manufacturing employs nearly 13 million men and women, contributes $2.91 trillion to the U.S. economy annually and accounts for 53% of private-sector research and development. The 51勛圖厙 is the powerful voice of the manufacturing community and the leading advocate for a policy agenda that helps manufacturers compete in the global economy and create jobs across the United States. For more information about the 51勛圖厙 or to follow us on Twitter and Facebook, please visit泭
New DOD Loan to Fund Critical Technologies Manufacturing

The Defense Departments Office of Strategic Capital is now accepting applications for flexible direct loans to build, expand and/or modernize critical technologies facilities ().
- Its also seeking input from companies and trade associations on the Defense Departments loan program, via a Request for Information open through Oct. 22 ().
Whats going on: The OSCs , launched Sept. 30, aims to attract and scale private capital in industries and technologies that are critical to Americas national and economic security, according to the . This is part one of the泭application process.
- The financing is geared toward manufacturers that must spend significantly on industrial or specialty equipment to create new assembly lines in existing facilities.
- The money is also intended to help them cover soft expenses, such as factory preparation and installation, associated with critical technology projects.
Why its important: The funding from this program could benefit manufacturers of all sizes that are working to expand their businesses and product lines in critical areas of the economy, said 51勛圖厙 Director of Energy and Natural Resources Policy Mike Davin.
- The OSC loans offer flexible terms, a U.S. Treasury-comparable interest rate, long repayment periods and deferred payments.
Whos eligible: Manufacturers within the 31 Covered Technology Categories” which include advanced manufacturing, cybersecurity, battery storage and spacecraftare encouraged to apply.
- There is no company-size or employee-number threshold or limit, and manufacturers with existing federal grants are eligible.
51勛圖厙, Allies Urge Court to Vacate PFAS Rule

The EPAs final rule setting national drinking water standards for PFAS should be vacated in its entirety, the 51勛圖厙 and two allies said in an filed in federal court Monday.
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Whats going on: The 51勛圖厙, the American Chemistry Council and U.S. chemical company Chemours asked the U.S. Court of Appeals for the D.C. Circuit to overturn the , announced in April, which requires that municipal water systems nationwide remove six types of per- and polyfluoroalkyl substances from drinking water. Trade groups representing the water systems have also sued to overturn the rule. 泭
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The grounds: The rule is unlawful and must be set aside for the following reasons:
- The EPA used a deeply flawed cost-benefit analysis to justify the rule.
- The EPA conducted a woefully incomplete feasibility analysis that ignores whether the technology and facilities necessary for compliance actually exist.
- Critical parts of the rule exceed the agencys statutory authority under the Safe Drinking Water Act and flout the acts express procedural requirements.
- The EPA failed to consider reasonable alternatives or respond meaningfully to public comments that undercut its judgment.
- The agency lacked sufficient data to regulate HFPO-DA, one of the PFAS chemicals that falls under the rule.
Why its important: PFAS are substances at the center of modern innovation and sustain many common technologies including semiconductors, telecommunications, defense systems, life-saving therapeutics and renewable energy sources, according to the brief.
- The 51勛圖厙 and its co-petitioners support rational regulation of PFAS that allows manufacturers to continue supporting critical industries, while developing new chemistries and minimizing any potential environmental impacts. But that requires a measured and evidence-based approach that the [r]ule lacks.
Whats next: Briefing in this case will continue through the spring, with oral argument to follow and a decision from the D.C. Circuit expected in late 2025.泭