China adds ten US companies, including MP Materials and Teal Drones, to export controls and bars government purchases from 46 US companies, including Anduril (Wataru Suzuki/Nikkei Asia)
THE SO WHAT
Tighter Chinese export controls and procurement bans on US defense-adjacent firms deepen the bifurcation of supply chains for drones, sensors, and critical materials. If your roadmap touches dual-use tech or depends on cross-border components, model a world where you must pick a bloc and duplicate key supplier relationships.
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