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 then to its Subcommittee on Highways and Transit on December 1, 2025. This bill seeks to prevent the Secretary of Transportation from contracting with, or awarding grants to, entities that use or procure LiDAR technology from certain foreign entities or covered foreign countries. The bill does not authorize specific funding amounts; instead, it establishes a regulatory framework that mandates domestic sourcing for LiDAR technology in Department of Transportation (DOT) projects. The money trail for this bill is indirect. While no direct funding is appropriated, the prohibition on foreign-made LiDAR creates a captive market for U.S.-based LiDAR manufacturers within DOT's procurement and grant programs. This means that any existing or future DOT funding for infrastructure projects that require LiDAR technology would implicitly flow towards domestic suppliers. The bill includes a waiver provision for the Secretary of Transportation, allowing exceptions in the national interest, but this is on a case-by-case basis. Structural winners under this proposed legislation are U.S.-based LiDAR technology providers. Companies like Innoviz Technologies ($INVZ) and Mobileye Global Inc. ($MBLY), which develop or integrate LiDAR solutions, are positioned to benefit from this domestic preference. The bill effectively reduces competition from foreign entities in a segment of the U.S. transportation market. There are no direct presidential actions provided that amplify or conflict with this specific bill's focus on LiDAR technology, as the recent Presidential Memoranda relate to broader energy and infrastructure sectors, not specific technology components like LiDAR. Innoviz Technologies ($INVZ) has seen a 7-day change of +10.77% and a 30-day change of +16.13%, with its current price at $0.72. Mobileye Global Inc. ($MBLY) has experienced a 7-day change of +14.68% and a 30-day change of +34.62%, trading at $9.06. These recent positive movements indicate some market interest in the sector, though not directly tied to this specific bill's early stage. The bill is in the early stages of the legislative process, having only been referred to subcommittees. Its passage would require successful navigation through committee, a House vote, Senate consideration (where a companion bill S4000 exists), and ultimately presidential assent.