Securing Infrastructure from Adversaries Act of 2025

HR4802, the Securing Infrastructure from Adversaries Act of 2025, was introduced in the House on July 29, 2025, and subsequently referred to the House Committee on Transportation and Infrastructure and its Subcommittee on Highways and Transit on December 1, 2025. The bill's objective is to prevent the Department of Transportation (DOT) from procuring or contracting for LiDAR technology from certain foreign entities or countries, as defined by existing law (Public Law 118-159). This legislative action is in its early stages, with no further committee actions recorded since its referral. The bill does not authorize or appropriate any specific funding amounts. Instead, it establishes a procurement restriction, mandating that the Secretary of Transportation avoid using or contracting for foreign-made LiDAR technology. This creates a protected market for domestic LiDAR manufacturers by excluding foreign competitors from DOT contracts and grants. The mechanism is a direct prohibition on procurement and a requirement for entities receiving DOT contracts or grants to certify they will not use covered foreign LiDAR technology. A waiver provision exists for national interest cases, requiring notification to relevant Congressional committees. Structural winners under this proposed legislation would be U.S.-based LiDAR manufacturers. Companies like Innoviz Technologies Ltd. ($INVZ), which develops LiDAR technology, could see increased demand from DOT-related projects if this bill passes and becomes law. While Mobileye Global Inc. ($MBLY) is a leader in advanced driver-assistance systems (ADAS), its direct involvement in LiDAR manufacturing for infrastructure applications would need further assessment. General Motors Company ($GM) and Tesla, Inc. ($TSLA) are automotive manufacturers that utilize LiDAR or similar sensing technologies in their vehicles, but the bill's focus is on DOT infrastructure procurement, not automotive manufacturing directly. However, a robust domestic LiDAR industry could indirectly benefit these companies through supply chain stability and innovation. Looking at recent market data, Innoviz Technologies Ltd. ($INVZ) is currently trading at $0.66, showing a 7-day change of +11.86% but a 30-day change of -23.26%. Mobileye Global Inc. ($MBLY) is at $7.34, with a 7-day change of +11.89% and a 30-day change of -9.61%. General Motors Company ($GM) is at $73.43, with a 7-day change of +0.92% and a 30-day change of -3.64%. Tesla, Inc. ($TSLA) is at $352.82, with a 7-day change of -0.69% and a 30-day change of -13%. The legislative path for HR4802 involves committee consideration, potential markups, and votes in both the House and Senate, followed by presidential assent. A related bill, S4000, has been introduced in the Senate, indicating bipartisan interest in the issue, which could increase the probability of eventual passage.