Featured insights
In the news: One Big Beautiful Bill expected to drive mostly positive outcomes for critical minerals sectoR
By Fastmarkets, featuring quotes from Steve Empedocles, CEO, Clark Street Associates, emped@csa.co
CSA quoted in Fastmarkets | July 17, 2025
In the news: Unlocking Opportunities in AI Through Power Demand, Administration’s Initiatives
By Steve Empedocles, CEO, Clark Street Associates, emped@csa.co
CSA’s Feature in POWER Magazine | July 4, 2025
The Inside Playbook for Semiconductor Companies: How to Secure Government Funding Under the New Trump Regime
White Paper | June 2025
One of the Trump Administration’s core goals is to surpass China in technological and military dominance. At the heart of this effort: semiconductors. The Administration is doubling down on onshoring, reshoring, and funding critical microelectronics to secure America’s edge.
But tapping into federal funding isn’t easy. It takes strategy, speed, and savvy engagement.
Opportunities for Commercial Companies from Congress’s $150B Spending Plan to Modernize the Defense Industrial Base
By Steve Empedocles, CEO, Clark Street Associates, emped@csa.co
Article | April 28, 2025
Although many media accounts have emphasized the desire of the Trump Administration to cut spending, a recent Bill released by Congress plans to spend $150 billion to enhance our military readiness. Almost $50 billion of this will be spent modernizing military depots, or city-sized facilities that maintain and repair DOD vehicles like ships and planes, using advanced technologies, as well as the non-weapons segments of the industrial base that supports the deployment of these technologies. Many of these advanced technologies will come from commercial companies. This funding, which is substantially more than the grant funding given to commercial companies under President Biden’s Bipartisan Infrastructure Law (BIL) and the Inflation Reduction Act (IRA), can be used to develop, deploy and build manufacturing for these technologies, creating new, enormous funding opportunities for these companies.
This creates an opportunity for commercial advanced technology companies to help shape the funding opportunities that will develop over the next 6-12 months, maximizing their chance of winning these funds. This analysis provides insight to help companies make informed decisions about what they can be doing right now to ensure they don’t miss the window of opportunity to leverage this government funding to accelerate the development, manufacturing and deployment of their commercial technologies.