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Mon · 05 Oct 2026

US Military Supply Chain Decoupling From China Gains Traction

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US Military Supply Chain Decoupling From China Gains Traction

🏭 DECOUPLING — Pentagon's China-free supply chain is starting to bite. 📌 LOOK CLOSER: Severing Chinese components from US defense procurement shifts the secondary sanctions calculus. If Washington absorbs the supply switch, Beijing's leverage as Iran's last oil buyer — Bessent's declared deadline — shrinks further. China can no longer assume commercial pain flows both ways. The timing reinforces OFAC's next enforcement window against Chinese banks.

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