Strengthening Exports Against China Act
Current understanding
The Strengthening Exports Against China Act would amend the Export-Import Bank Act to exclude two categories of financing from the statutory 2% default-rate cap: (1) financing under the Program on China and Transformational Exports (which targets U.S. competition with China across emerging-tech sectors including AI, semiconductors, quantum, biotech, and advanced energy), and (2) financing supporting exports that compete against foreign suppliers on the Entity List or subject to OFAC sanctions. The carveout is designed to give EXIM more headroom to underwrite higher-risk strategic-technology transactions without triggering the cap-based restrictions on new authorizations. Status: legislative proposal (introduced).
Evidence log
- 2026-03-26 — Strengthening Exports Against China Act: cross-connection with full-ai-stack-export-promotion: Both bills link emerging-tech/AI governance to export-finance and export-promotion policy: EXIM default-rate accounting carve-outs for China/Transformational Exports Program financing complement the Full AI Stack Export Promotion framework. (novelty: 3)
- 2025-02-26 — Strengthening Exports Against China Act: cross-connection with full-ai-stack-export-promotion: Both bills use export-facing federal tools (EXIM financing flexibility vs. AI stack export promotion) to advance U.S. tech competition with China. (novelty: 3)