CTEP RFI-SSN EXAMPLES 2025-03-17.pptx

RFI and CTEP Industry Day EXIM China and Transformational Exports Program (CTEP)

AGENDA

Overview

EXIM's CTEP requirements

Examples of Analysis (Including but not limited to TEAs)

Vendor Capabilities needed by EXIM’s CTEP

Evaluation Criteria

Next Steps

Overview Overview of the Agency's CTEP objectives.

Over the past two decades, exporters have reported that China's technology infringement and aggressive use of export credit have restricted U.S. access to global markets. While many nations have export credit agencies (ECAs), China's ECAs are the largest and have adopted increasingly proactive and flexible measures to support their exporters, including small businesses, in the face of global competition.

Within that context, in EXIM's December 2019 reauthorization (P.L. 116-94), Congress directed EXIM to establish a "Program on China and Transformational Exports".

EXIM is seeking professional technical and analytical services that offer decision quality insight into the industries, technologies, and sectors for which Congress directed EXIM to focus with its China and Transformational Exports Program(CTEP).

Some of the Transformational Export Areas(TEA), in no particular order, are Wireless Communications, High Performance Computing, Semiconductors AI, Biotech, Biomedical, Renewable Energy, Storage, & Energy Efficiency, Fintech, Associated services necessary for use of any of the foregoing exports, Water Treatment & Sanitation, etc.

EXIM's CTEP Requirements Vendor needs a comprehensive understanding and provide strategic insights on global competition with the People's Republic of China(PRC) including but not limited to Transformational Export Areas (TEAs) and their value chains, to include critical minerals, other inputs, and geopolitical dynamics.

In addition, the vendor shall deliver an industry overview that highlights key insights into technologies, capabilities, and practical applications, while pinpointing specific sub-areas for EXIM's strategic focus. Particular attention must be given to emphasizing competitive advantages critical to national security.

Analyses CTEP is looking for:

Comparative Leadership Analysis including but not limited to the TEAs Critical Minerals and Natural Resources analyses Additional analyses to support EXIM’s mission and executive decision-making Delivered in both the form of presentations and narrative reports

Analyses Types (Not Exhaustive)

Comparative Leadership Analyses could encompass evaluating agreed-upon Transformational Export Areas (TEAs), breaking down broad TEAs into their underlying industries, and aligning Critical Technology Export Program (CTEP) industries with TEAs, among other related activities.

Critical Mineral Analyses could include Performing comprehensive analyses and provide risk assessments to identify risks and opportunities in strategic areas to support CTEP and EXIM’s internal and external stakeholders by delivering critical insights including but not limited to market and supply chain conditions.

Additional requests could include analyses of companies, markets, industries, or other CTEP requests that support CTEP to advance EXIM’s mission to help U.S. exporters facing competition from the People’s Republic of China(PRC) and advance America’s comparative leadership in the 10 Transformational Export Area and additional strategic sectors identified by EXIM's, CTEP. The deliverables could be ad-hoc requests, analysis reports, narrative case studies, PowerPoint presentations, etc.

Transformational Export Area (Wireless Communication) Area Capacity Analysis The U.S. has largely relied on the offshore production of equipment used in current wireless networks, primarily based in the PRC. In 2022, U.S. telecom equipment revenue—which includes the physical infrastructure used in wireless networks such as antennas, radio units, base stations, routers, and switches, among others—was nearly five times less than that of the PRC and represented only nine percent of the global market.

In contrast to PRC, the U.S. does not have a true end-to-end player across the wireless telecom equipment value chain. U.S.-based telecom equipment companies tend to focus largely on optical and switching equipment.

*The compound annual growth rate (CAGR) is the rate of return that would be required for an investment to grow from its beginning balance to its ending balance, assuming the profits were reinvested at the end of each period of the investment’s life span.

Transformational Export Area (Wireless Communication)

Area Demand Analysis EXIM shows Total U.S. Exports to ensure an “apples-to-apples” comparison with PRC Total Exports but must also show Domestic U.S. Exports to highlight the subsegment EXIM can support.

Domestic Exports –Commodities grown, produced or manufactured in the U.S., including commodities imported from foreign countries that have been significantly changed or enhanced in value, in either the United States or a Foreign Trade Zone.

Total Exports—Domestic Exports plus Commodities of foreign origin that have entered the U.S. but are "re-exported" in substantially the same condition as when imported.

Transformational Export Area (energy storage) Battery Comparative Analysis (Including but not limited to TEA's)

Transformational Export Area (Critical Mineral)

Niobium end use analysis.

Transformational Export Area (Critical Mineral)

There are currently 30 operating copper projects owned by Chinese companies in foreign locations, with an additional 38 in the exploration stage1

Market Share Analysis of Critical Minerals

Narrative Case Studies & Reports

Case study, reports should be narrative with verifiable sources, provide a logical flow and cover all essential components, making the case study comprehensive and professional.

Executive Summary: Concise overview of objectives, findings, and conclusions.

Methodology: Details of research methods, tools, and data sources.

Entities Analyzed: Description of key organizations, groups, or individuals involved.

Data Trends Analysis: Insights from recent transactions and long-term comparisons.

Case Studies: Real-world examples illustrating key points or successes.

Relevant Policies & Strategies: Focus on strategies or policies and their implications.

Conclusion: Summary of key takeaways and actionable recommendations.

Appendices: Supporting materials such as charts, glossaries, and references.

Note: The above list is for illustrative purposes only and not exhaustive. The scope of the work may necessitate further analysis and additional efforts to ensure the production of comprehensive and qualitative outputs.

Request for Information (RFI) Vendor Capabilities Sought by EXIM, CTEP Evaluation Criteria Order of Importance Additional Information on Evaluation Criteria

Vendor Capabilities Sought by EXIM, CTEP

Provide Technical and Analytical Services for Decision Making, capability of performing advanced analyses and insights into industries, technologies, and sectors for which congress directed EXIM to focus with its China and Transformational Exports Program. To provide strategic insights supporting U.S. economic, industrial, and geopolitical decisions.

Technical Expertise Understanding and provide strategic insights on global competition with the People's Republic of China including but not limited to Transformational Export Areas (TEAs) and their value chains, to include critical minerals, other inputs, and geopolitical dynamics.

Experience in critical minerals, battery technologies, and supply chain analyses, etc.

Proficiency in conducting comparative analyses and assessing global market dynamics.

Capability to provide robust data visualizations and narrative based reports with actionable insights.

Deliverables Detailed reports covering all outlined analyses including but not limited to.

Strategic recommendations backed by comparative insights, and verifiable data.

QUESTIONS & DISCUSSIONS

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