CTEP Archives - Juncture Policy

EXIM Authority Expires December 31: A Plan for AI Export Packages

October 8, 2026September 30, 2026 by Walter Guevara

Proportional timeline for the Export-Import Bank of the United States (EXIM), dated October 8, 2026: March 18 chairman request for 10 years, April 1-June 30 AI Exports Program call, June 15 introduction of S.4781 now in committee, October 8, December 31 authorization expiry and January 1, 2027 with no lapse plan found in the documents reviewed for designated packages. The 84-day October 8-December 31 window says close what can close and line up a fallback lender for the rest; renewal remains possible.

EXIM’s authority expires December 31, 2026. The government promises designated AI packages access to federal financing, but no public document covers a lapse.