[Congressional Bills 119th Congress]
[From the U.S. Government Publishing Office]
[S. 3523 Introduced in Senate (IS)]

<DOC>






119th CONGRESS
  1st Session
                                S. 3523

 To amend the Internal Revenue Code of 1986 to create a carbon border 
     adjustment based on carbon intensity, and for other purposes.


_______________________________________________________________________


                   IN THE SENATE OF THE UNITED STATES

                           December 17, 2025

Mr. Whitehouse (for himself, Mr. Blumenthal, Mr. Heinrich, Mr. Schatz, 
Mr. Welch, and Mr. Van Hollen) introduced the following bill; which was 
          read twice and referred to the Committee on Finance

_______________________________________________________________________

                                 A BILL


 
 To amend the Internal Revenue Code of 1986 to create a carbon border 
     adjustment based on carbon intensity, and for other purposes.

    Be it enacted by the Senate and House of Representatives of the 
United States of America in Congress assembled,

SECTION 1. SHORT TITLE.

    This Act may be cited as the ``Clean Competition Act''.

SEC. 2. CARBON INTENSITY CHARGE.

    (a) In General.--Chapter 38 of the Internal Revenue Code of 1986 is 
amended by adding at the end the following new subchapter:

                ``Subchapter E--Carbon Intensity Charge

``Sec. 4691. Calculation of carbon intensity.
``Sec. 4692. Imposition of carbon intensity charge.
``Sec. 4693. Rebate.
``Sec. 4694. Carbon clubs.
``Sec. 4695. Definitions.

``SEC. 4691. CALCULATION OF CARBON INTENSITY.

    ``(a) Domestic Reporting Requirements.--Not later than June 30, 
2026, and annually thereafter, any covered entity shall, for each 
eligible facility operated by such entity, report to the Secretary, the 
Administrator, and the Secretary of Energy with respect to the 
following:
            ``(1) Any information required to be reported to the 
        Administrator under the Greenhouse Gas Reporting Program (as 
        would be required to be reported notwithstanding any other 
        provision of law prohibiting the implementation of or use of 
        funds for such requirements) for the preceding calendar year.
            ``(2) The total amount of electricity used at such facility 
        during the preceding calendar year, including--
                    ``(A) whether such electricity was provided through 
                the electric grid or a dedicated generation source,
                    ``(B) the terms of any power purchase agreements 
                with respect to such facility, and
                    ``(C) with respect to any electricity which was not 
                provided through the electric grid, the greenhouse gas 
                emissions associated with the production of such 
                electricity, provided that such emissions are not 
                reported pursuant to paragraph (1).
            ``(3) The total relevant quantity of each covered primary 
        good produced at such facility during the preceding calendar 
        year.
            ``(4) Any other information determined necessary by the 
        Secretary for purposes of the administration of subsection (b).
    ``(b) Calculation.--
            ``(1) Carbon intensity.--
                    ``(A) Eligible facility.--For purposes of this 
                subchapter, for each calendar year, the carbon 
                intensity with respect to any eligible facility shall 
                be an amount equal to the quotient of--
                            ``(i) the covered emissions (as determined 
                        under paragraph (2)) with respect to such 
                        facility, divided by
                            ``(ii) the total relevant quantity of 
                        covered primary goods produced at such facility 
                        during the preceding calendar year.
                    ``(B) Covered national industry.--
                            ``(i) In general.--For purposes of this 
                        subchapter, the carbon intensity with respect 
                        to any covered national industry shall be an 
                        amount (as determined by the Secretary) equal 
                        to the quotient of--
                                    ``(I) an amount equal to the sum of 
                                the covered emissions (as determined 
                                under paragraph (2)) with respect to 
                                all eligible facilities which produce 
                                covered primary goods which are 
                                included within such covered national 
                                industry for the calendar year, divided 
                                by
                                    ``(II) the total relevant quantity 
                                of covered primary goods within such 
                                covered national industry which are 
                                produced at all such eligible 
                                facilities during such year.
                            ``(ii) Covered primary goods 
                        determination.--For purposes of this 
                        subchapter--
                                    ``(I) a covered primary good shall 
                                initially be included within the 
                                covered national industry with which it 
                                is associated under the most recent 
                                concordance table published by the 
                                Bureau of the Census comparing 
                                classifications under the Harmonized 
                                Tariff System and the North American 
                                Industry Classification System, and
                                    ``(II) the Secretary (in 
                                coordination with the relevant parties) 
                                may subsequently determine which types 
                                of eligible facilities or processes 
                                within facilities (and any related 
                                covered primary goods) are included or 
                                excluded within a covered national 
                                industry, provided that such 
                                determination--
                                            ``(aa) facilitates a fair 
                                        comparison of carbon 
                                        intensities across similar 
                                        eligible facilities (based on a 
                                        comparison of the energy-
                                        intensive processes and the 
                                        material outputs of such 
                                        facilities),
                                            ``(bb) does not 
                                        meaningfully reduce the scope 
                                        of greenhouse gas emissions 
                                        covered by this subchapter, and
                                            ``(cc) ensures that each 
                                        covered primary good is only 
                                        included within a single 
                                        covered national industry.
                            ``(iii) Excluded facilities.--In the case 
                        of any eligible facility which, pursuant to 
                        clause (ii), is excluded from a covered 
                        national industry and is not included in any 
                        other covered national industry, such facility 
                        shall be deemed to not be included in any 
                        covered national industry.
                    ``(C) Petition for specific goods.--
                            ``(i) In general.--In the case of any 
                        covered national industry which produces more 
                        than 1 covered primary good, a covered entity 
                        may file a petition with the Secretary to--
                                    ``(I) remove 1 or more covered 
                                primary goods from inclusion under any 
                                covered national industry,
                                    ``(II) establish a new covered 
                                national industry for purposes of the 
                                goods described in subclause (I),
                                    ``(III) determine the carbon 
                                intensity with respect to the covered 
                                national industry established under 
                                subclause (II), and
                                    ``(IV) determine a classification 
                                for defining such covered national 
                                industry for purposes of this 
                                subchapter, such as--
                                            ``(aa) the applicable 6-
                                        digit subheading (or 
                                        subheadings) of the Harmonized 
                                        Tariff Schedule of the United 
                                        States of the goods described 
                                        in subclause (I),
                                            ``(bb) the relevant 
                                        production process,
                                            ``(cc) a set of material 
                                        characteristics, or
                                            ``(dd) any combination of 
                                        the methods for classification 
                                        described in items (aa) through 
                                        (cc).
                            ``(ii) Review.--With respect to any covered 
                        primary good which is included in a petition 
                        described in clause (i), the Secretary (in 
                        coordination with the Administrator and the 
                        Secretary of Energy) shall approve such 
                        petition if--
                                    ``(I) the chemical, physical, or 
                                mechanical production processes for 
                                such good or goods are substantially 
                                different as compared to other covered 
                                primary goods produced within the same 
                                covered national industry,
                                    ``(II) the properties of such good 
                                or goods are distinct such that its 
                                uses cannot be easily replaced by other 
                                covered primary goods produced within 
                                the same covered national industry, and
                                    ``(III) the carbon intensity 
                                determined with respect to such good or 
                                goods is at least 25 percent greater 
                                than the carbon intensity determined 
                                for other covered primary goods 
                                produced within the same covered 
                                national industry.
                            ``(iii) Recalculation.--In the case of any 
                        petition described in clause (i) which is 
                        approved by the Secretary pursuant to clause 
                        (ii), the Secretary (in coordination with the 
                        Administrator) shall redetermine the carbon 
                        intensity, as well as the baseline carbon 
                        intensity, with respect to the covered national 
                        industry or industries which previously 
                        included production of the covered primary good 
                        or goods which are the subject of such petition 
                        by excluding any covered emissions associated 
                        with the production of such good or goods for 
                        purposes of the determination made under 
                        subparagraph (B) for such industry.
                            ``(iv) Goods-level data.--In the case of 
                        any petition described in clause (i) which is 
                        approved by the Secretary pursuant to clause 
                        (ii), the Secretary (in coordination with the 
                        Administrator) shall use a methodology for 
                        determining the carbon intensity of the covered 
                        primary good or subset of primary goods (as 
                        determined using the eligible facility 
                        information reported under subsection (a)), and 
                        shall publish the methodology and the results 
                        of such determination, in a manner which--
                                    ``(I) is compatible with existing 
                                Federal carbon accounting rules and 
                                standards,
                                    ``(II) includes the related 
                                chemical, physical, or mechanical 
                                production processes responsible for 
                                differences in carbon intensity and 
                                covered emissions, and
                                    ``(III) prioritizes ease of 
                                administration and compliance.
                    ``(D) Determination.--Any determination of carbon 
                intensity under this paragraph shall be made by the 
                Secretary in coordination with the Administrator and 
                the Secretary of Energy.
                    ``(E) Relevant quantity.--For purposes of this 
                subchapter, the relevant quantity of a covered primary 
                good shall be determined based on--
                            ``(i) the weight (expressed in metric tons) 
                        of such good, or
                            ``(ii) if the Secretary, in coordination 
                        with the Administrator and the Secretary of 
                        Energy, determines that using an alternate 
                        physical unit of measurement (such as volume at 
                        a specific pressure or energy content) would 
                        better facilitate a fair comparison of carbon 
                        intensities across the covered primary goods in 
                        the covered national industry, an alternate 
                        physical unit of measurement.
            ``(2) Covered emissions.--
                    ``(A) In general.--For purposes of this subsection, 
                for each calendar year, the amount of covered emissions 
                with respect to any eligible facility shall be an 
                amount (as determined by the Secretary, in coordination 
                with the Administrator) equal to the sum of--
                            ``(i) the total greenhouse gas emissions 
                        associated with the production of covered 
                        primary goods at such facility during the 
                        preceding calendar year (as reported pursuant 
                        to subsection (a)), plus
                            ``(ii) the total greenhouse gas emissions 
                        associated with any electricity used at such 
                        facility for the production of such goods 
                        during the preceding calendar year.
                    ``(B) Emissions for electricity used.--
                            ``(i) In general.--For purposes of 
                        subparagraph (A)(ii), the amount of greenhouse 
                        gas emissions associated with electricity 
                        provided through the electric grid shall be 
                        determined based on the average carbon 
                        intensity for the regional grid in which the 
                        eligible facility is located for the preceding 
                        calendar year.
                            ``(ii) Exception.--In the case of an 
                        eligible facility which is subject to a power 
                        purchase agreement (or its foreign equivalent) 
                        which guarantees that any electricity provided 
                        under such agreement is generated within the 
                        same hour as it is used by such facility and 
                        within the same regional transmission zone (or 
                        its foreign equivalent) as such facility--
                                    ``(I) clause (i) shall not apply 
                                with respect to the amount of 
                                electricity provided under such 
                                agreement, and
                                    ``(II) the amount of greenhouse gas 
                                emissions associated with such 
                                electricity shall be determined based 
                                on the average carbon intensity of the 
                                electricity provided under such 
                                agreement.
            ``(3) Imported goods.--
                    ``(A) In general.--In the case of any covered 
                primary good which is imported into the United States, 
                the carbon intensity with respect to such good shall be 
                determined as follows:
                            ``(i) Economy-wide default.--Subject to 
                        clauses (ii), (iii), and (iv), the carbon 
                        intensity with respect to the covered primary 
                        good shall be equal to the product of--
                                    ``(I) an amount equal to the 
                                quotient of--
                                            ``(aa) the carbon intensity 
                                        of the general economy of the 
                                        country of origin of such good, 
                                        divided by
                                            ``(bb) the carbon intensity 
                                        of the general economy of the 
                                        United States, multiplied by
                                    ``(II) the carbon intensity of the 
                                covered national industry in the United 
                                States for such good for the preceding 
                                calendar year.
                            ``(ii) Industry data.--If the Secretary (in 
                        coordination with the relevant parties) 
                        determines that transparent, verifiable, and 
                        reliable information is available with respect 
                        to any covered national industry in the country 
                        of origin of the covered primary good and that 
                        such country of origin is a transparent market 
                        economy, the carbon intensity with respect to 
                        the covered primary good shall be equal to the 
                        relevant covered national industry carbon 
                        intensity of the country of origin of such 
                        good.
                            ``(iii) Manufacturer data.--If a petition 
                        under subparagraph (C) has been approved, the 
                        carbon intensity with respect to the covered 
                        primary good shall be equal to the average 
                        carbon intensity with respect to the production 
                        of such good by the manufacturer within the 
                        country of origin.
                            ``(iv) Estimates for significant imports.--
                        If the Secretary (in coordination with the 
                        relevant parties) determines that--
                                    ``(I)(aa) greater than 10 percent 
                                of the value of imports of covered 
                                primary goods in a covered national 
                                industry come from a single country of 
                                origin, or
                                    ``(bb) when applied to imports of 
                                covered primary goods in a covered 
                                national industry from a country of 
                                origin, the carbon intensity determined 
                                under clause (i) fails to maintain the 
                                integrity and efficacy of this 
                                subchapter, and
                                    ``(II)(aa) transparent, verifiable, 
                                and reliable information is not 
                                available to determine the carbon 
                                intensity of the covered national 
                                industry in such country of origin, or
                                    ``(bb) such country of origin is 
                                not a transparent market economy,
                                the Secretary (in coordination with the 
                                relevant parties) shall estimate the 
                                carbon intensity of the covered 
                                national industry in the country of 
                                origin using best available data (such 
                                as the production processes used by the 
                                facilities in the country).
                    ``(B) Carbon intensity of the general economy.--For 
                purposes of this subchapter, with respect to any 
                country, the carbon intensity of the general economy of 
                such country shall be an amount equal to the quotient 
                of--
                            ``(i) the greenhouse gas emissions of such 
                        country for the most recent year for which the 
                        Secretary determines there is reliable 
                        information, divided by
                            ``(ii) the gross domestic product of such 
                        country for the year described in clause (i).
                    ``(C) Petition for foreign manufacturer data.--
                            ``(i) In general.--In the case of any 
                        entity which imports a covered primary good for 
                        which the carbon intensity can be determined 
                        under subparagraph (A)(ii) from a country of 
                        origin where there is no evidence of inter-firm 
                        resource shuffling, such entity may file a 
                        petition with the Secretary to determine the 
                        charge under section 4692, if any, based on the 
                        average carbon intensity with respect to the 
                        production of such good by the manufacturer 
                        within the country of origin.
                            ``(ii) Aggregation rule.--For purposes of 
                        this subparagraph, the average carbon intensity 
                        with respect to the production of a covered 
                        primary good shall be determined based upon 
                        greenhouse gas emission and production data 
                        from all facilities which produce such good 
                        which are under common control of the 
                        manufacturer of such good, including any 
                        subsidiary, parent company, or joint venture of 
                        such manufacturer within the country of origin.
                            ``(iii) Data provision.--In the case of an 
                        entity which files a petition described in 
                        clause (i), such entity shall provide the 
                        Secretary with an environmental product 
                        declaration containing--
                                    ``(I) any information which would 
                                otherwise be required to be reported 
                                under subsection (a) if the facilities 
                                which produced the covered primary good 
                                to which the petition applies were 
                                subject to the reporting requirements 
                                under the Greenhouse Gas Reporting 
                                Program, and
                                    ``(II) any other information which 
                                is necessary (as determined by the 
                                Secretary, in coordination with the 
                                relevant parties) to calculate the 
                                carbon intensity of the covered primary 
                                good in accordance with any relevant 
                                methodologies for allocating the carbon 
                                intensity of the covered primary good 
                                under paragraph (1)(C)(iv).
                            ``(iv) Data standards.--The Secretary shall 
                        only grant such a petition if the information 
                        provided pursuant to clause (iii) meets the 
                        quality, verification, and completeness 
                        requirements of the equivalent Federal carbon 
                        accounting rules and standards that would apply 
                        if the covered primary good were produced 
                        domestically.
                    ``(D) Inputs.--With respect to any covered primary 
                good which is imported into the United States and for 
                which other covered primary goods (other than 
                petroleum, natural gas, coal, or any waste or scrap 
                product) from other covered national industries were 
                used as inputs in the production of the imported 
                covered primary good, the quantity of such inputs used 
                in the production of the imported covered primary good 
                shall be treated as separate covered primary goods 
                that, without double-counting emissions, shall be 
                considered to be imported for purposes of this 
                subchapter.
                    ``(E) Exclusion.--
                            ``(i) In general.--Subject to clause (ii), 
                        in the case of any covered primary good 
                        (including any covered primary good which is an 
                        input of a finished good) which is imported 
                        into the United States and was produced in a 
                        relatively least developed country (as 
                        described in section 124 of the Foreign 
                        Assistance Act of 1961 (22 U.S.C. 2151v)), this 
                        paragraph shall not apply.
                            ``(ii) Exception.--Clause (i) shall not 
                        apply if the country described in such clause 
                        produces at least 3 percent of total global 
                        exports by value of the covered primary good.
                    ``(F) Inter-firm resource shuffling.--For purposes 
                of this paragraph, the term `inter-firm resource 
                shuffling' means any buying, selling, trading, 
                exchanging, or other transfer of control of production 
                facilities between entities based on the carbon 
                intensity of such facilities for the purpose of 
                creating entities with relatively lower carbon 
                intensity and entities with relatively higher carbon 
                intensity.
                    ``(G) Trading partners.--For countries with which 
                the United States has agreements that facilitate trade, 
                commit the parties to refrain from imposing new trade 
                barriers, and establish high standards for labor and 
                environmental protection and human rights, the 
                Secretary (working with the relevant parties) shall 
                make best efforts to work with the government of such 
                country to improve data sharing, accuracy, and 
                transparency such that imports of covered primary goods 
                from such country have their carbon intensity 
                determined under subparagraph (A)(ii).
    ``(c) Publication.--The Secretary (in coordination with the 
relevant parties) shall--
            ``(1) annually publish any carbon intensity which has been 
        determined under subsection (b) with respect to any eligible 
        facility, covered national industry, covered primary good, 
        foreign manufacturer, or country of origin (including the 
        physical unit of measurement which serves as the relevant 
        quantity with respect to any covered primary good),
            ``(2) publish (and update, as appropriate) a list of each 
        covered primary good, as categorized by the covered national 
        industry in which such good is included, and
            ``(3) publish (and update, as appropriate) a list of each 
        good that qualifies as a finished good, as determined by the 
        Secretary pursuant to section 4695(9).

``SEC. 4692. IMPOSITION OF CARBON INTENSITY CHARGE.

    ``(a) In General.--
            ``(1) Importation of goods.--
                    ``(A) In general.--
                            ``(i) Covered primary goods.--Subject to 
                        section 4694, in the case of any covered 
                        primary good imported into the United States 
                        during any calendar year beginning after 
                        December 31, 2025, there is hereby imposed a 
                        charge in an amount (rounded to the nearest 
                        dollar) equal to the product of--
                                    ``(I) the amount (if any) by which 
                                the carbon intensity determined under 
                                section 4691(b)(3) with respect to such 
                                good exceeds an amount equal to the 
                                applicable percentage of the baseline 
                                carbon intensity of the covered 
                                national industry which includes such 
                                good, multiplied by
                                    ``(II) the total relevant quantity 
                                of the good imported into the United 
                                States, multiplied by
                                    ``(III) the cost of pollution (as 
                                determined under subsection (c)).
                            ``(ii) Finished goods.--
                                    ``(I) In general.--Subject to 
                                section 4694, in the case of any 
                                finished good which is imported into 
                                the United States during any calendar 
                                year beginning after December 31, 2027, 
                                there is hereby imposed a charge in an 
                                amount equal to the sum of the amounts 
                                determined under subclause (II) with 
                                respect to each covered primary good 
                                which is an input of such finished 
                                good.
                                    ``(II) Components.--The amount 
                                determined under this subclause with 
                                respect to any covered primary good 
                                which is an input of a finished good is 
                                an amount equal to the product of--
                                            ``(aa) the amount (if any) 
                                        determined under clause (i)(I) 
                                        if such clause were applied 
                                        with respect to such good, 
                                        multiplied by
                                            ``(bb) the total relevant 
                                        quantity of the covered primary 
                                        good, multiplied by
                                            ``(cc) the cost of 
                                        pollution (as determined under 
                                        subsection (c)).
                    ``(B) Charge due.--The charge imposed under this 
                paragraph with respect to any goods imported during any 
                calendar year shall be paid by the entity which 
                imported such goods not later than September 30 of the 
                calendar year subsequent to such year.
                    ``(C) Exclusion.--
                            ``(i) In general.--Subject to clause (ii), 
                        in the case of any covered primary good 
                        (including any covered primary good which is an 
                        input of a finished good) which is imported 
                        into the United States and was produced in a 
                        relatively least developed country (as 
                        described in section 124 of the Foreign 
                        Assistance Act of 1961 (22 U.S.C. 2151v)), this 
                        paragraph shall not apply.
                            ``(ii) Exception.--Clause (i) shall not 
                        apply if the country described in such clause 
                        produces at least 3 percent of total global 
                        exports by value of the covered primary good.
                    ``(D) Foreign carbon prices.--If the Secretary (in 
                coordination with the relevant parties) determines that 
                a foreign country has implemented policies which impose 
                explicit and verifiable fees, costs, or penalties on 
                the emission of greenhouse gases which--
                            ``(i) are economically similar to the 
                        charges imposed pursuant to the provisions of 
                        this subchapter, and
                            ``(ii) have not been rebated by such 
                        foreign country,
                the charge (or a portion of the charge which is 
                equivalent to the fees or costs imposed by the foreign 
                country) which would otherwise be imposed under this 
                section with respect to covered primary goods produced 
                in such foreign country may be waived.
            ``(2) Domestic production of covered primary goods.--
                    ``(A) In general.--In the case of any eligible 
                facility, for each calendar year beginning after 
                December 31, 2025, there is hereby imposed a charge in 
                an amount (rounded to the nearest dollar) equal to the 
                product of--
                            ``(i) the amount (if any) by which the 
                        carbon intensity of such facility (as 
                        determined under section 4691(b)(1)(A)) exceeds 
                        an amount equal to the applicable percentage of 
                        the baseline carbon intensity for the covered 
                        national industry (as determined under section 
                        4691(b)) which includes any covered primary 
                        good produced by such facility, multiplied by
                            ``(ii) the total relevant quantity of any 
                        covered primary goods produced by such facility 
                        during such calendar year, multiplied by
                            ``(iii) the cost of pollution (as 
                        determined under subsection (c)).
                    ``(B) Charge due.--The charge imposed under this 
                paragraph with respect to any calendar year shall be 
                paid by the covered entity not later than September 30 
                of the calendar year subsequent to such year.
    ``(b) Applicable Percentage.--For purposes of paragraphs (1)(A) and 
(2)(A) of subsection (a), the applicable percentage shall be--
            ``(1) for calendar year 2026, 100 percent,
            ``(2) for calendar years 2027 through 2030, the applicable 
        percentage for the preceding calendar year, reduced by 2.5 
        percentage points,
            ``(3) for calendar years 2031 through 2047, the applicable 
        percentage for the preceding calendar year, reduced by 5 
        percentage points, and
            ``(4) for any calendars years subsequent to calendar year 
        2047, 0 percent.
    ``(c) Cost of Pollution.--
            ``(1) In general.--For purposes of paragraphs (1)(A) and 
        (2)(A) of subsection (a), the cost of pollution shall be--
                    ``(A) for calendar year 2026, $60, and
                    ``(B) for each calendar year subsequent to the 
                calendar year described in subparagraph (A), an amount 
                equal to the sum of--
                            ``(i) the cost of pollution for the 
                        preceding year, plus
                            ``(ii) an amount equal to--
                                    ``(I) the amount described in 
                                clause (i), multiplied by
                                    ``(II) the percentage by which the 
                                CPI for the preceding calendar year 
                                exceeds the CPI for the second 
                                preceding calendar year, increased by 6 
                                percentage points.
            ``(2) CPI.--Rules similar to the rules of paragraphs (4) 
        and (5) of section 1(f) shall apply for purposes of this 
        subsection.
            ``(3) Rounding.--Any applicable amount determined under 
        this subsection which is not a multiple of $1 shall be rounded 
        to the nearest dollar.
    ``(d) Carbon Removal.--
            ``(1) In general.--With respect to the amount of any 
        charges imposed under subsection (a) during a calendar year, 
        such amount shall be reduced by an amount (rounded to the 
        nearest dollar) equal to the product of--
                    ``(A) the total amount (as measured in metric tons) 
                of greenhouse gas emissions which are captured directly 
                from the ambient air during such calendar year pursuant 
                to the requirements under paragraphs (2) and (3), and
                    ``(B) the cost of pollution (as determined under 
                subsection (c)).
            ``(2) Removal requirements.--The requirements described 
        under this paragraph with respect to captured greenhouse gas 
        emissions are that such emissions are captured during the 
        preceding calendar year and--
                    ``(A) disposed of in secure geological storage (in 
                compliance with the regulations established under 
                section 45Q(f)(2)), or
                    ``(B) utilized in a manner (other than for enhanced 
                oil or gas recovery and in compliance with the 
                regulations established under section 45Q(f)(5)) 
                whereby such emissions are not combusted or otherwise 
                emitted into the atmosphere.
            ``(3) Direct air capture.--For purposes of this subsection, 
        with respect to any greenhouse gas emissions which are captured 
        directly from the ambient air, the operator of the facility 
        which captured such emissions may--
                    ``(A) apportion such emissions removal amongst any 
                eligible facilities which are under common control of 
                such operator, or
                    ``(B) enter into binding and exclusive agreements 
                (which meet such requirements as determined necessary 
                by the Secretary to ensure fair and accurate emissions 
                accounting) with--
                            ``(i) any operator of an eligible facility, 
                        for the purpose of permitting such operator to 
                        reduce the charge imposed under subsection (a) 
                        with respect to any eligible facilities which 
                        are under common control of such operator, or
                            ``(ii) any importer of covered primary 
                        goods, for the purpose of permitting such 
                        operator to reduce the charge imposed under 
                        subsection (a) with respect to any of their 
                        imported covered primary goods.
            ``(4) Limitation.--For purposes of this subsection, in the 
        case of any covered primary good imported or produced at an 
        eligible facility, the amount of any reduction of the charge 
        imposed under subsection (a) with respect to such covered 
        primary good or production of such good shall not exceed the 
        lesser of--
                    ``(A) the amount of the charge imposed under such 
                subsection, or
                    ``(B) an amount equal to the product of--
                            ``(i) the first quartile in terms of carbon 
                        intensity with respect to facilities operating 
                        in the United States which produce covered 
                        primary goods which are included within the 
                        same covered national industry, as determined 
                        by the Secretary (in coordination with the 
                        relevant parties), multiplied by
                            ``(ii) the relevant quantity of such 
                        covered primary good, multiplied by
                            ``(iii) the cost of pollution (as 
                        determined under subsection (c)).
            ``(5) Ensuring integrity.--The Secretary, in coordination 
        with the Administrator and the Secretary of Energy, shall issue 
        such regulations as may be necessary to prevent double-counting 
        and to ensure the additionality and permanence of captured 
        emissions.
    ``(e) Regulations and Trade Actions.--The Secretary shall issue 
such regulations as may be necessary to carry out this subchapter and 
shall work closely with the relevant parties to pursue such trade 
actions as may be necessary to maintain the integrity and efficacy of 
this subchapter.

``SEC. 4693. REBATE.

    ``(a) Exportation of Covered Primary Good.--Subject to subsections 
(c) and (d), in the case of a person who exports any covered primary 
good from the United States which was produced in an eligible facility 
for which a charge has been imposed under section 4692, a refund shall 
be allowed to such person in the same manner as if it were an 
overpayment of the charge imposed by such section in an amount equal to 
the charge that would be imposed under subsection (a)(1)(A)(i) of such 
section with respect to such good.
    ``(b) Exportation of Finished Good.--Subject to subsection (c), in 
the case of a person who exports any finished good from the United 
States for which a charge has been imposed under section 4692 on such 
finished good or any of its components, a refund shall be allowed to 
such person in the same manner as if it were an overpayment of the 
charge imposed by such section in an amount equal to the charge that 
would otherwise be imposed under such section with respect to such 
finished good (as determined pursuant to subsection (a)(1)(A)(ii) of 
such section).
    ``(c) Exception for Certain Foreign Policies.--In the case of any 
exports from the United States for which a charge has been imposed 
under section 4692, if--
            ``(1) the covered primary good or finished good is imported 
        by a country with policies that impose tariffs, fees, or 
        penalties on the emission of greenhouse gases associated with 
        imports, and
            ``(2) the country described in paragraph (1) would credit 
        the charge imposed under section 4692 against such tariffs, 
        fees, or penalties,
any portion of a rebate otherwise allowable under this section shall 
not be allowed to the extent that it would reduce the amount credited 
by such country against such tariffs, fees, or penalties.
    ``(d) Preventing Domestic Resource Shuffling.--For purposes of 
determining the amount of any refund pursuant to subsection (a), the 
carbon intensity with respect to the eligible facility shall be 
determined by applying section 4691(b)(1)(A) by substituting `all 
eligible facilities by the covered entity which produced the covered 
primary good described in section 4693(a)(1)' for `such facility' each 
place it appears in such section.

``SEC. 4694. CARBON CLUBS.

    ``(a) In General.--To accelerate the pace of global decarbonization 
and expand markets for goods with lower carbon intensities, the 
President may, in coordination with the Secretary and the relevant 
parties--
            ``(1) enter into negotiations with 1 or more foreign 
        countries to establish or expand a carbon club agreement under 
        this section,
            ``(2) perform any enforcement activities necessary to 
        uphold the requirements under such agreement, and
            ``(3) remove any foreign country from a carbon club 
        agreement if such country is determined to have failed to 
        comply with the requirements described in subsection (b) or any 
        additional requirements established under such agreement.
    ``(b) Requirements.--Any foreign country which has entered into a 
carbon club agreement under this section shall be subject to the 
following requirements:
            ``(1) Ensure its methodologies for the measurement, 
        reporting, and verification of the carbon intensity of covered 
        national industries match, or are interoperable with, those 
        used to determine the carbon intensity of covered national 
        industries in the United States.
            ``(2) Permit any other country which is a party to such 
        agreement to regularly validate the measurement, reporting, and 
        verification of the carbon intensity of their covered national 
        industries.
            ``(3) Ensure, in law and in practice, that all workers in 
        the territory of the country are guaranteed the following 
        internationally recognized rights and freedoms, including those 
        guaranteed in the Declaration on Fundamental Principles and 
        Rights at Work of the International Labour Organization and its 
        Follow-up:
                    ``(A) Freedom of association and the effective 
                recognition of the right to collective bargaining.
                    ``(B) Elimination of all forms of forced or 
                compulsory labor.
                    ``(C) Effective abolition of child labor, a 
                prohibition on the worst forms of child labor, and 
                other labor protections for children and minors.
                    ``(D) Elimination of discrimination in respect of 
                employment and occupation.
                    ``(E) Acceptable conditions of work with respect to 
                minimum wages, hours of work, and occupational safety 
                and health.
            ``(4) Create or maintain, as well as implement and 
        verifiably enforce--
                    ``(A) domestic policies (including any investments 
                made possible by assistance provided under section 2(d) 
                of the Clean Competition Act) which reduce the carbon 
                intensity of its covered national industries in a 
                magnitude greater than that which would feasibly be 
                induced as a result of--
                            ``(i) the charges imposed under section 
                        4692(a)(1), or
                            ``(ii) similar fees on the emissions of 
                        greenhouse gasses associated with the 
                        production of imports levied by other countries 
                        which are parties to such agreement,
                    ``(B) trade policies, such as the charge imposed 
                under section 4692(a)(1), which give preference to 
                goods with lower carbon intensities,
                    ``(C) domestic policies which reduce pollutants 
                other than greenhouse gases, and
                    ``(D) policies that prevent such country from 
                facilitating transshipment from other countries.
    ``(c) Prioritization.--In negotiations with respect to any carbon 
club agreement under this section, the President shall seek to reach an 
agreement with foreign countries which prioritizes the following goals 
in the following order of importance:
            ``(1) Reduction of global greenhouse gas emissions.
            ``(2) Securing access for the United States to materials 
        and inputs necessary to manufacture products with lower carbon 
        intensity, particularly those that are not feasibly produced 
        domestically.
            ``(3) Strengthening the global market competitiveness of 
        lower carbon intensity goods.
            ``(4) Advancing the national security and diplomatic 
        interests of the United States.
    ``(d) Benefits.--With respect to any country which has entered into 
a carbon club agreement under this section, if such country--
            ``(1) is not contributing to global industrial overcapacity 
        (as determined by the United States Trade Representative, in 
        coordination with other relevant parties), the charge which 
        would otherwise be imposed under section 4692(a)(1) with 
        respect to covered primary goods produced in a foreign country, 
        as well as any similar fees on the emissions of greenhouse 
        gasses associated with the production of imports levied by 
        other countries which are parties to such agreement, may be 
        waived, provided that such country establishes or maintains 
        policies that reduce the emission of greenhouse gases from its 
        covered national industries with commensurate effect as the 
        carbon intensity charges imposed under section 4692(a)(2), and
            ``(2) has a low-income economy, lower-middle-income 
        economy, or upper-middle-income economy (as determined based on 
        classification of the economy of such country by the World 
        Bank), such country shall receive preference for assistance 
        provided under section 2(d) of the Clean Competition Act.
    ``(e) Phase-In.--
            ``(1) In general.--Subject to paragraph (2), for purposes 
        of any carbon club agreement under this section, a country may 
        limit application of such agreement to certain covered national 
        industries, in which case any requirements or benefits provided 
        pursuant to such agreement shall be limited to such industries 
        and any covered products produced by such industries.
            ``(2) Limitation.--Not later than 10 years after the date 
        on which any country enters into a carbon club agreement under 
        this section, all covered national industries of such country 
        shall be subject to the requirements of such agreement.

``SEC. 4695. DEFINITIONS.

    ``For purposes of this subchapter--
            ``(1) Administrator.--The term `Administrator' means the 
        Administrator of the Environmental Protection Agency.
            ``(2) Baseline carbon intensity.--The term `baseline carbon 
        intensity' means, with respect to a covered national industry, 
        the carbon intensity of the covered national industry in the 
        United States for calendar year 2025.
            ``(3) CO2-e.--
                    ``(A) In general.--Subject to subparagraph (B), the 
                term `CO2-e' means, with respect to a greenhouse gas, 
                the quantity of such gas that has a global warming 
                potential equivalent to 1 metric ton of carbon dioxide, 
                as determined pursuant to table A-1 of subpart A of 
                part 98 of title 40, Code of Federal Regulations, as in 
                effect on the date of the enactment of this subchapter.
                    ``(B) Methane.--In the case of methane, the term 
                `CO2-e' means the quantity of methane that has the same 
                global warming potential over a 20-year period as 1 
                metric ton of carbon dioxide, as determined by the 
                Administrator in accordance with the findings of the 
                most recent Assessment Report of the Intergovernmental 
                Panel on Climate Change as of the date of enactment of 
                this subchapter.
            ``(4) Covered entity.--The term `covered entity' means any 
        entity which--
                    ``(A) produces any covered primary good, and
                    ``(B) is required to report emissions of greenhouse 
                gases under the Greenhouse Gas Reporting Program (or 
                would be required to report such emissions 
                notwithstanding any other provision of law prohibiting 
                the implementation of or use of funds for such 
                requirements).
            ``(5) Covered national industry.--
                    ``(A) In general.--Except as provided under section 
                4691(b)(1)(B)(ii), the term `covered national industry' 
                means any industry which is assigned a 6-digit NAICS 
                code which is included in any of the following clauses:
                            ``(i) 211120 (petroleum extraction).
                            ``(ii) 211130 (natural gas extraction).
                            ``(iii) 212114 or 212115 (coal mining).
                            ``(iv) 322110 (pulp mills).
                            ``(v) 322120 (paper mills).
                            ``(vi) 322130 (paperboard mills).
                            ``(vii) 324110 (petroleum refineries).
                            ``(viii) 324121 (asphalt paving mixture and 
                        block manufacturing).
                            ``(ix) 324122 (asphalt shingle and coating 
                        materials manufacturing).
                            ``(x) 324199 (all other petroleum and coal 
                        products manufacturing).
                            ``(xi) 325110 (petrochemical 
                        manufacturing).
                            ``(xii) 325120 (industrial gas 
                        manufacturing).
                            ``(xiii) 325193 (ethyl alcohol 
                        manufacturing).
                            ``(xiv) 325199 (other basic organic 
                        chemical manufacturing).
                            ``(xv) 325311 (nitrogenous fertilizer 
                        manufacturing).
                            ``(xvi) 327211, 327212, 327213, or 327215 
                        (glass).
                            ``(xvii) 327310 (cement).
                            ``(xviii) 327410 or 327420 (lime and gypsum 
                        product manufacturing).
                            ``(xix) 331110 (iron and steel).
                            ``(xx) 331313 or 331314 (aluminum).
                    ``(B) Exceptions.--
                            ``(i) Industrial gas manufacturing.--
                        Subparagraph (A)(xii) shall apply only with 
                        respect to the production of hydrogen.
                            ``(ii) Other basic organic chemical 
                        manufacturing.--Subparagraph (A)(xiv) shall 
                        apply only with respect to the production of 
                        adipic acid.
            ``(6) Country of origin.--The term `country of origin' 
        means, with respect to a covered primary good, the country 
        where an energy-intensive or emissions-intensive process 
        occurred that transformed the inputs of the good into the 
        covered primary good.
            ``(7) Covered primary good.--The term `covered primary 
        good' means any good which is produced as part of a trade or 
        business operating within a covered national industry--
                    ``(A) including (except as otherwise provided under 
                subparagraphs (B)(ii) and (C) of section 4691(b)(1)) 
                any good classifiable under the same 6-digit subheading 
                of the Harmonized Tariff Schedule of the United States, 
                and
                    ``(B) excluding any waste or scrap byproducts which 
                are not sold.
            ``(8) Eligible facility.--The term `eligible facility' 
        means any facility (as such term is defined for purposes of the 
        Greenhouse Gas Reporting Program) which is--
                    ``(A) operated by a covered entity for the 
                production of any covered primary good, and
                    ``(B) located within the United States.
            ``(9) Finished good.--
                    ``(A) In general.--The term `finished good' means 
                any good (as determined pursuant to a 6-digit 
                subheading of the Harmonized Tariff Schedule of the 
                United States) which is not a covered primary good and 
                which, as determined by the Secretary--
                            ``(i) for calendar years 2028 and 2029--
                                    ``(I) typically contains greater 
                                than 1,000 pounds of any combination of 
                                any covered primary goods, or
                                    ``(II) is typically produced from 
                                inputs of any combination of covered 
                                primary goods, the combined value of 
                                which comprise more than 90 percent of 
                                the total value of the material inputs 
                                involved in the production of such 
                                good,
                            ``(ii) for calendar years 2030 and 2031--
                                    ``(I) typically contains greater 
                                than 500 pounds of any combination of 
                                any covered primary goods, or
                                    ``(II) is typically produced from 
                                inputs of any combination of covered 
                                primary goods, the value of which 
                                comprise more than 75 percent of the 
                                total value of the material inputs 
                                involved in the production of such 
                                good, and
                            ``(iii) for any calendar year after 
                        calendar year 2031--
                                    ``(I) typically contains greater 
                                than such amount as is determined by 
                                the Secretary (as determined in 
                                coordination with the relevant parties, 
                                and which shall not be greater than 500 
                                pounds) of any combination of any 
                                covered primary goods, or
                                    ``(II) is typically produced from 
                                inputs of any combination of covered 
                                primary goods, the value of which 
                                comprise more than such percentage as 
                                is determined by the Secretary (as 
                                determined in coordination with the 
                                relevant parties, and which shall not 
                                be greater than 75 percent) of the 
                                total value of the material inputs 
                                involved in the production of such 
                                good.
                    ``(B) Exception.--The term `finished good' shall 
                not include any waste or scrap product which is 
                imported or exported.
            ``(10) Greenhouse gas.--The term `greenhouse gas' has the 
        meaning given such term under section 211(o)(1)(G) of the Clean 
        Air Act, as in effect on the date of the enactment of this 
        subchapter.
            ``(11) Greenhouse gas emissions.--The term `greenhouse gas 
        emissions' means the amount of greenhouse gases, expressed in 
        metric tons of CO2-e, which were emitted to the atmosphere.
            ``(12) Greenhouse gas reporting program.--The term 
        `Greenhouse Gas Reporting Program' means the Greenhouse Gas 
        Reporting Program established under part 98 of title 40, Code 
        of Federal Regulations, as in effect on January 1, 2025.
            ``(13) Market economy.--The term `market economy' means any 
        country which is not designated as a nonmarket economy country 
        pursuant to section 771(18) of the Tariff Act of 1930 (19 
        U.S.C. 1677(18)).
            ``(14) NAICS.--The term `NAICS' means the North American 
        Industrial Classification System.
            ``(15) Regional grid.--The term `regional grid' means the 
        smallest defined region of interconnected power grid (including 
        power generation assets) from which a facility draws power that 
        accounts for the total power supplied to the facility by the 
        grid and for which there is reliable data.
            ``(16) Relevant parties.--The term `relevant parties' 
        means--
                    ``(A) the Administrator,
                    ``(B) the Secretary of Energy,
                    ``(C) the Secretary of Commerce,
                    ``(D) the Secretary of Homeland Security,
                    ``(E) the United States Trade Representative, and
                    ``(F) the Chair and Vice Chair of the United States 
                International Trade Commission.''.
    (b) Clerical Amendment.--The table of subchapters for chapter 38 of 
the Internal Revenue Code of 1986 is amended by adding at the end 
thereof the following new item:

               ``subchapter e--carbon intensity charge''.

    (c) Investing in Industrial Competitiveness.--
            (1) Definitions.--In this subsection:
                    (A) Administrator.--The term ``Administrator'' 
                means the Administrator of the Environmental Protection 
                Agency.
                    (B) Advanced industrial technology.--The term 
                ``advanced industrial technology'' means a technology 
                that--
                            (i) is directly involved in an industrial 
                        process described in paragraphs (1) through (6) 
                        of section 454(c) of the Energy Independence 
                        and Security Act of 2007 (42 U.S.C. 17113(c)); 
                        and
                            (ii) is designed to accelerate greenhouse 
                        gas emissions reduction progress to net-zero at 
                        an eligible facility, as determined by the 
                        Secretary.
                    (C) Ambition level.--The term ``ambition level'' 
                means the level of reduction in carbon intensity 
                described in each of subclauses (I) through (III) of 
                paragraph (3)(C)(iv).
                    (D) Applicable fair market value.--The term 
                ``applicable fair market value'', with respect to an 
                eligible good, means the average market dollar value of 
                1 unit of the relevant quantity of that eligible good, 
                as determined by the Secretary using publicly available 
                market prices and other market data.
                    (E) Baseline carbon intensity.--The term ``baseline 
                carbon intensity'' has the meaning given the term in 
                section 4695 of the Internal Revenue Code of 1986 (as 
                added by subsection (a)).
                    (F) Benchmark carbon intensity.--The term 
                ``benchmark carbon intensity'', with respect to a 
                covered primary good or eligible good, means the carbon 
                intensity of the covered national industry in the 
                United States for that covered primary good or eligible 
                good for the preceding calendar year.
                    (G) Best-in-class carbon intensity.--The term 
                ``best-in-class carbon intensity'', with respect to any 
                proposed eligible facility, means that the carbon 
                intensity of such facility would be not greater than 
                the carbon intensity of the existing facility with the 
                lowest carbon intensity within the relevant covered 
                national industry, as determined as of the date of the 
                application for a grant under the program.
                    (H) Carbon intensity.--The term ``carbon 
                intensity'' has the meaning given the term under 
                section 4691(b)(1) of the Internal Revenue Code of 1986 
                (as added by subsection (a)).
                    (I) Covered primary good.--The term ``covered 
                primary good'' has the meaning given the term in 
                section 4695 of the Internal Revenue Code of 1986 (as 
                added by subsection (a)).
                    (J) Covered program.--The term ``covered program'' 
                means each of the programs established under paragraphs 
                (2)(A) and (3)(A).
                    (K) Covered national industry.--The term ``covered 
                national industry'' has the meaning given the term in 
                section 4695 of the Internal Revenue Code of 1986 (as 
                added by subsection (a)).
                    (L) Eligible entity.--The term ``eligible entity'' 
                means any person that operates an eligible facility or 
                will operate a proposed eligible facility.
                    (M) Eligible facility.--The term ``eligible 
                facility'' has the meaning given the term in section 
                4695 of the Internal Revenue Code of 1986 (as added by 
                subsection (a)).
                    (N) Eligible good.--The term ``eligible good'' 
                means a covered primary good determined eligible for a 
                contract for difference by the Secretary under 
                paragraph (3)(B).
                    (O) Eligible goods class.--The term ``eligible 
                goods class'' means an eligible goods class as 
                described in paragraph (3)(C)(iii).
                    (P) Price discovery.--The term ``price discovery'' 
                means a process of determining the true and accurate 
                price of producing 1 unit of the relevant quantity of 
                an eligible good using a unique production process.
                    (Q) Relevant quantity.--The term ``relevant 
                quantity'' has the meaning given the term under section 
                4691(b)(1)(E) of the Internal Revenue Code of 1986 (as 
                added by subsection (a)).
                    (R) Secretary.--The term ``Secretary'' means the 
                Secretary of Energy (or a designee).
                    (S) Strike price.--The term ``strike price'' means 
                the dollar value of 1 unit of the relevant quantity of 
                an eligible good.
            (2) Investments in advanced industrial technology.--
                    (A) Establishment.--The Secretary shall establish a 
                competitive program (referred to in this paragraph as 
                the ``program'') to award to eligible entities grants, 
                rebates, or low-interest loans, as determined 
                appropriate by the Secretary, to support investments in 
                advanced industrial technology, including in dedicated 
                power generation and storage--
                            (i) in the case of an existing eligible 
                        facility, to reduce the carbon intensity of the 
                        existing eligible facility by at least 20 
                        percent;
                            (ii) in the case of a proposed eligible 
                        facility, to ensure at least best-in-class 
                        carbon intensity of that proposed eligible 
                        facility, with a goal of achieving net-zero 
                        carbon intensity; and
                            (iii) in the case of existing and proposed 
                        eligible facilities--
                                    (I) to increase the technological 
                                and economic competitiveness of covered 
                                national industries in the United 
                                States;
                                    (II) to increase the viability and 
                                competitiveness of United States 
                                industrial exports; and
                                    (III) to achieve emissions 
                                reduction in covered national 
                                industries.
                    (B) Application process.--The Secretary shall 
                develop an application process for the program similar 
                to the application process for the national grant 
                program of the Administrator under subtitle G of title 
                VII of the Energy Policy Act of 2005 (42 U.S.C. 16131 
                et seq.).
                    (C) Preference.--In awarding funding under the 
                program, the Secretary shall give preference to 
                eligible entities--
                            (i) for projects that would--
                                    (I) result in the greatest decrease 
                                in carbon intensity;
                                    (II) support the demonstration and 
                                catalyze the deployment of first-of-a-
                                kind technologies and processes;
                                    (III) provide the greatest benefit 
                                for the greatest number of people 
                                within the area in which the eligible 
                                facility is located;
                                    (IV) advance United States global 
                                strategic interests;
                                    (V) provide the greatest potential 
                                for direct and indirect domestic job 
                                creation; and
                                    (VI) maximize improvement in local 
                                air quality; and
                            (ii) for facilities located in--
                                    (I) economically distressed 
                                communities that have experienced a 
                                loss of manufacturing jobs; and
                                    (II) communities with high 
                                cumulative pollution burdens, as 
                                determined by the Administrator.
                    (D) Cost share.--The Secretary shall require an 
                eligible entity to provide not less than 50 percent of 
                the cost of a project carried out pursuant to the 
                program.
                    (E) Recapture of funds.--The Secretary shall 
                recapture, pursuant to such regulations or other 
                guidance issued by the Secretary, the funding awarded 
                to an eligible entity if the eligible entity fails--
                            (i) within 3 years of the award of funding, 
                        to complete the proposed investments or achieve 
                        an interim progress milestone agreed to with 
                        the Secretary; or
                            (ii) during the 10-year period after the 
                        proposed investments are placed in service--
                                    (I) in the case of an existing 
                                eligible facility, to achieve and 
                                maintain the reduction in carbon 
                                intensity proposed in the application; 
                                or
                                    (II) in the case of a proposed 
                                eligible facility, to achieve and 
                                maintain the best-in-class carbon 
                                intensity proposed in the application.
                    (F) Outreach.--The Secretary shall conduct 
                outreach--
                            (i) to notify the public about the program; 
                        and
                            (ii) to inform eligible entities of 
                        technologies that can reduce facility carbon 
                        intensity or ensure best-in-class carbon 
                        intensity.
            (3) Contracts for difference.--
                    (A) Establishment.--The Secretary shall establish a 
                program (referred to in this paragraph as the 
                ``program'') to enter into contracts for difference 
                (referred to in this paragraph as ``covered 
                contracts''), on a competitive basis, with eligible 
                entities for payment of costs associated with the 
                production of eligible goods manufactured by those 
                eligible entities--
                            (i) to accelerate the deployment of 
                        commercially available advanced industrial 
                        technology;
                            (ii) to demonstrate and advance the 
                        commercialization of first-of-a-kind advanced 
                        industrial technology;
                            (iii) to increase the technological and 
                        economic competitiveness of covered national 
                        industries in the United States;
                            (iv) to increase the viability and 
                        competitiveness of United States advanced 
                        industrial technology exports; and
                            (v) to reduce the carbon intensity of 
                        covered national industries in the United 
                        States.
                    (B) Eligible goods.--
                            (i) In general.--The Secretary shall 
                        determine which covered primary goods are 
                        eligible for covered contracts under the 
                        program.
                            (ii) Priority.--In making determinations 
                        under clause (i), the Secretary shall give 
                        priority to covered primary goods--
                                    (I) that contribute a greater 
                                proportion of total covered emissions 
                                relative to other covered primary goods 
                                in the same covered national industry;
                                    (II) the market conditions for 
                                which are conducive to fair and 
                                competitive auctions;
                                    (III) that have transparent and 
                                accurate price indices;
                                    (IV) that face large marginal costs 
                                of decarbonization that cannot feasibly 
                                be equalized by the carbon intensity 
                                charge levied under section 4692 of the 
                                Internal Revenue Code of 1982 (as added 
                                by subsection (a));
                                    (V) that provide the greatest 
                                potential for direct and indirect 
                                domestic job creation;
                                    (VI) that are feasibly expected to 
                                continue to have robust market demand 
                                for the duration of the applicable 
                                covered contract; and
                                    (VII) that have the greatest 
                                ability to reduce hazardous local air 
                                quality if awarded a covered contract.
                    (C) Auctions.--
                            (i) In general.--To award covered contracts 
                        under the program, the Secretary shall hold 
                        competitive auctions for each eligible goods 
                        class.
                            (ii) Application.--To participate in an 
                        auction under clause (i), an eligible entity 
                        shall submit to the Secretary an application 
                        that includes--
                                    (I) a description of the eligible 
                                goods covered under the proposed 
                                covered contract;
                                    (II) information on any existing or 
                                proposed facilities that will produce 
                                the eligible goods covered under the 
                                proposed covered contract, including 
                                location, employment numbers, and any 
                                planned or ongoing investments in or 
                                retrofits of the facilities;
                                    (III) a description of the method 
                                of production, including technologies 
                                and feedstocks, that will be used to 
                                manufacture the eligible goods covered 
                                under the proposed covered contract;
                                    (IV) the details of any investments 
                                or retrofits required to produce the 
                                eligible goods covered under the 
                                proposed covered contract, including 
                                the construction of new facilities;
                                    (V) the expected carbon intensity 
                                of the eligible goods covered under the 
                                proposed covered contract for each year 
                                of the duration of the proposed covered 
                                contract;
                                    (VI) the proposed strike price of 
                                the eligible goods covered under the 
                                proposed covered contract;
                                    (VII) the expected annual 
                                production volume (expressed in the 
                                relevant quantity) of the eligible 
                                goods covered under the proposed 
                                covered contract for each year of the 
                                proposed covered contract; and
                                    (VIII) any other information 
                                determined necessary by the Secretary.
                            (iii) Eligible goods class.--
                                    (I) In general.--For each auction 
                                under clause (i), the Secretary shall 
                                assign each eligible good to an 
                                eligible goods class, which may 
                                comprise a single eligible good or 
                                multiple eligible goods.
                                    (II) Class of multiple eligible 
                                goods.--In determining the eligible 
                                goods that shall be grouped into a 
                                single eligible goods class for 
                                purposes of an auction under clause 
                                (i), the Secretary shall--
                                            (aa) only group eligible 
                                        goods that can reasonably 
                                        compete with each other for 
                                        market share in the economy and 
                                        on the basis of carbon 
                                        intensity in the auction; and
                                            (bb) prioritize the 
                                        creation of eligible goods 
                                        classes that are conducive to 
                                        fair and competitive auctions.
                                    (III) Benchmark carbon intensity.--
                                The benchmark carbon intensity for an 
                                eligible goods class with eligible 
                                goods from multiple covered national 
                                industries shall be the mean benchmark 
                                carbon intensity of those covered 
                                national industries (after converting 
                                to the same relevant quantity, if 
                                necessary).
                            (iv) Ambition level.--If the Secretary 
                        determines that there are conditions to support 
                        sufficient auction competitiveness, the 
                        Secretary may hold separate auctions within an 
                        eligible goods class for projects that yield 
                        each of the following percentages of reduction 
                        in carbon intensity:
                                    (I) A reduction in carbon intensity 
                                from benchmark carbon intensity of not 
                                less than 20 percent but not more than 
                                50 percent.
                                    (II) A reduction in carbon 
                                intensity from benchmark carbon 
                                intensity of not less than 50 percent 
                                but not more than 80 percent.
                                    (III) A reduction in carbon 
                                intensity from benchmark carbon 
                                intensity of more than 80 percent.
                            (v) Selection.--The Secretary shall 
                        determine the winners of each auction under 
                        clause (i) by selecting projects in rank order 
                        from the lowest to the highest value of the 
                        quotient obtained by dividing--
                                    (I) the expected per-unit payment 
                                amount described in subparagraph 
                                (F)(ii)(II), which shall be determined 
                                by the Secretary using the proposed 
                                strike price of the eligible entity and 
                                the fair market value at the time of 
                                auction; by
                                    (II) an amount equal to the 
                                difference between--
                                            (aa) the benchmark carbon 
                                        intensity; and
                                            (bb) the carbon intensity 
                                        of the eligible good under the 
                                        proposed covered contract.
                            (vi) Administration.--
                                    (I) In general.--The Secretary 
                                shall design and manage competitive 
                                auctions under clause (i) to maximize 
                                fairness, competitiveness, accurate 
                                price discovery, and the most efficient 
                                utilization of public funds to achieve 
                                reductions in carbon intensity and the 
                                other goals of the program.
                                    (II) Auction budget.--The Secretary 
                                shall establish a budget for each 
                                auction held under the program.
                    (D) Requirements.--
                            (i) Carbon intensity reduction.--Each 
                        covered contract awarded under the program 
                        shall be required to achieve at least a 20 
                        percent reduction in carbon intensity as 
                        compared to the benchmark carbon intensity on 
                        the date of commencement of the contract.
                            (ii) Labor.--An eligible entity awarded a 
                        covered contract under the program shall be 
                        required--
                                    (I) to pay prevailing wages for any 
                                work performed, including for the 
                                execution of any investments or 
                                retrofits necessary to produce the 
                                applicable eligible goods; and
                                    (II) to establish a community 
                                benefits agreement in conjunction with 
                                the production of the applicable 
                                eligible goods, including the execution 
                                of any investments or retrofits 
                                necessary to produce those eligible 
                                goods.
                    (E) Contract terms.--Each covered contract under 
                the program shall include the following:
                            (i) A description of the project under the 
                        covered contract, including--
                                    (I) details on the eligible goods, 
                                including relevant distinguishing 
                                qualities and properties and the 
                                methodology of producing those eligible 
                                goods;
                                    (II) the execution of any 
                                investments or retrofits necessary to 
                                produce those eligible goods; and
                                    (III) performance requirements for 
                                the project and procedures and 
                                penalties if those requirements are not 
                                met.
                            (ii) The maximum payment amount determined 
                        pursuant to subparagraph (F)(iv).
                            (iii) The expected carbon intensity of each 
                        eligible good covered under the covered 
                        contract, estimated for each year of the 
                        duration of the covered contract.
                            (iv) The strike price for each eligible 
                        good under the covered contract, including any 
                        procedures for adjusting the strike price over 
                        time, pursuant to subparagraph (F)(iii).
                            (v) The methods and data sources to be used 
                        for calculating covered emissions and the 
                        applicable fair market value of eligible goods, 
                        as established by the Secretary.
                            (vi) Details of the community benefits 
                        agreement established pursuant to subparagraph 
                        (D)(ii)(II).
                            (vii) The duration of the covered contract, 
                        subject to any early termination rules 
                        established by the Secretary.
                            (viii) Any other terms determined necessary 
                        by the Secretary.
                    (F) Payments.--
                            (i) In general.--Under each covered 
                        contract entered into under the program, the 
                        Secretary shall make at least 1 payment 
                        annually.
                            (ii) Amount.--The amount of a payment under 
                        clause (i), with respect to an eligible good 
                        produced by an eligible entity over a 
                        designated period of time, as determined by the 
                        Secretary, shall equal the product obtained by 
                        multiplying--
                                    (I) the quantity of the eligible 
                                good (expressed in the relevant 
                                quantity) produced by the eligible 
                                entity during the designated period of 
                                time; and
                                    (II) the per-unit payment amount, 
                                which shall be the difference between--
                                            (aa) the strike price; and
                                            (bb) the average applicable 
                                        fair market value of the same 
                                        eligible good during the 
                                        designated period of time, as 
                                        determined by the Secretary.
                            (iii) Dynamic indexing.--The Secretary 
                        shall adjust the strike price established in 
                        each covered contract over time to account 
                        for--
                                    (I) inflation; and
                                    (II) changes in the cost of key 
                                inputs to the production of the 
                                eligible good, as determined by the 
                                Secretary, including, at a minimum--
                                            (aa) natural gas;
                                            (bb) hydrogen; and
                                            (cc) electricity.
                            (iv) Maximum payment amount.--For each 
                        covered contract under the program, the 
                        Secretary shall establish a maximum amount that 
                        may be paid under that covered contract, which 
                        amount--
                                    (I) takes into consideration 
                                expected levels of--
                                            (aa) the quantity of 
                                        eligible goods covered under 
                                        the covered contract (expressed 
                                        in the relevant quantity) 
                                        produced over the duration of 
                                        the covered contract; and
                                            (bb) the per-unit payment 
                                        amount described in clause 
                                        (ii)(II);
                                    (II) maximizes the deployment of 
                                available appropriations and the 
                                achievement of the goals of the 
                                program; and
                                    (III) ensures that obligated 
                                expenditures do not exceed available 
                                appropriations.
                    (G) Penalties.--The Secretary may impose financial 
                and other penalties on any eligible entity that fails 
                to meet the performance requirements established by the 
                Secretary for the covered contract of that eligible 
                entity.
                    (H) Public notice.--Not later than 180 days before 
                each auction is held under the program, the Secretary 
                shall publish guidance on the auction process, 
                including--
                            (i) the timeline and selection process;
                            (ii) a list of eligible goods, eligible 
                        goods classes, and ambition levels, if 
                        applicable;
                            (iii) the auction budget for each eligible 
                        goods class and ambition level, if applicable;
                            (iv) the benchmark carbon intensity for 
                        each eligible goods class;
                            (v) the applicable fair market value for 
                        each eligible goods class, measured as the 
                        average applicable fair market value over the 
                        preceding 12 months; and
                            (vi) any additional information needed to 
                        facilitate a fair and competitive auction, as 
                        determined by the Secretary.
                    (I) Rulemaking.--
                            (i) In general.--The Secretary shall--
                                    (I) not later than 1 year after the 
                                date of enactment of this Act, 
                                promulgate rules for the implementation 
                                of the program; and
                                    (II) update those rules at least 
                                once every 5 years thereafter.
                            (ii) Effect on contracts.--Any update made 
                        under clause (i)(II) shall not apply to covered 
                        contracts under the program in effect before 
                        the date of effectiveness of the update.
            (4) Emissions reduction goal.--In awarding funding under 
        the covered programs, the Secretary shall seek to keep the 
        aggregate carbon intensity of each covered national industry in 
        the United States below the value of the applicable percentage 
        of the baseline carbon intensity for that covered national 
        industry.
            (5) Allocation of funding.--In awarding funding under the 
        covered programs, the Secretary shall, to the maximum extent 
        practicable, allocate funds to eligible entities that produce 
        covered primary goods that are included within a covered 
        national industry in approximate proportion to the share of 
        total greenhouse gas emissions that the covered national 
        industry is responsible for emitting.
            (6) Offices.--The Secretary may establish 1 or more offices 
        within the Department of Energy to administer the covered 
        programs.
            (7) Evaluation and report.--Not later than January 1, 2032, 
        the Secretary shall submit to Congress a report evaluating the 
        efficacy of the covered programs.
            (8) Appropriations.--
                    (A) In general.--For fiscal year 2027 and each 
                subsequent fiscal year, in addition to amounts 
                otherwise available, there are appropriated, out of any 
                funds in the Treasury not otherwise appropriated, to 
                the Secretary to carry out this subsection an amount 
                equal to the amount determined under subparagraph (B) 
                with respect to such fiscal year.
                    (B) Appropriation.--
                            (i) Fiscal year 2027.--For fiscal year 
                        2027, the amount appropriated for purposes of 
                        paragraph (2) shall be $75,000,000,000.
                            (ii) Subsequent fiscal years.--For fiscal 
                        year 2028 and each subsequent fiscal year, the 
                        amount appropriated for purposes of paragraph 
                        (2) shall be equal to the applicable amount (as 
                        determined under subparagraph (C)) for the 
                        preceding fiscal year.
                    (C) Applicable amount.--For purposes of this 
                paragraph, the term ``applicable amount'' means--
                            (i) for any fiscal year beginning prior to 
                        the date on which the Secretary of the Treasury 
                        determines the total increase in revenues to 
                        the Treasury by reason of the application of 
                        subchapter E of chapter 38 of the Internal 
                        Revenue Code of 1986 (as added by subsection 
                        (a)) is equal to or greater than 
                        $100,000,000,000, $0; or
                            (ii) with respect to any fiscal year 
                        beginning after the date described in clause 
                        (i), an amount equal to 25 percent of the 
                        increase in revenues to the Treasury during 
                        such fiscal year by reason of the application 
                        of subchapter E of chapter 38 of the Internal 
                        Revenue Code of 1986 (as added by subsection 
                        (a)).
    (d) Economic Support Fund of Department of State.--
            (1) In general.--For fiscal year 2027 and each subsequent 
        fiscal year, in addition to amounts otherwise available, there 
        are appropriated, out of any funds in the Treasury not 
        otherwise appropriated, to the Department of State an amount 
        equal to the amount determined under paragraph (2) with respect 
        to such fiscal year, with such amount to be made available for 
        bilateral and multilateral assistance to support climate and 
        clean energy programs.
            (2) Preference.--In providing assistance under paragraph 
        (1), the Secretary of State (in conjunction with the Secretary 
        of the Treasury, the Secretary of Energy, and the Administrator 
        of the Environmental Protection Agency) shall allocate such 
        assistance in a manner which prioritizes the following goals in 
        the following order of importance:
                    (A) Facilitating the negotiation of carbon club 
                agreements pursuant to section 4694 of the Internal 
                Revenue Code of 1986 (as added by subsection (a)).
                    (B) Providing assistance to countries described in 
                section 4694(d)(2) of such Code.
                    (C) Maximizing the reduction of global greenhouse 
                gas emissions.
                    (D) Securing access for the United States to 
                materials and inputs necessary to manufacture products 
                with lower carbon intensity, particularly those that 
                are not feasibly produced domestically.
                    (E) Supporting human development and reductions in 
                poverty.
                    (F) Advancing the national security and diplomatic 
                interests of the United States.
            (3) Appropriation.--
                    (A) Fiscal year 2027.--For fiscal year 2027, the 
                amount appropriated for purposes of paragraph (1) shall 
                be $25,000,000,000.
                    (B) Subsequent fiscal years.--For fiscal year 2028 
                and each subsequent fiscal year, the amount 
                appropriated for purposes of paragraph (1) shall be 
                equal to the applicable amount (as determined under 
                paragraph (4)) for the preceding fiscal year.
            (4) Applicable amount.--For purposes of this subsection, 
        the term ``applicable amount'' means--
                    (A) for any fiscal year beginning prior to the date 
                on which the Secretary of the Treasury determines the 
                total increase in revenues to the Treasury by reason of 
                the application of subchapter E of chapter 38 of the 
                Internal Revenue Code of 1986 (as added by subsection 
                (a)) is equal to or greater than $100,000,000,000, $0, 
                or
                    (B) with respect to any fiscal year beginning after 
                the date described in subparagraph (A), an amount equal 
                to 25 percent of the increase in revenues to the 
                Treasury during such fiscal year by reason of the 
                application of subchapter E of chapter 38 of the 
                Internal Revenue Code of 1986 (as added by subsection 
                (a)).
                                 <all>