China - Geostrategic & Geopolitical.

Ananda

The Bunker Group

Well Skydio should preparing themselves anyway. If US can sanction DJI, then China will retaliate sanctioning it's US competitor. However I put this not only talk on this drones trade battle, but put this as example how in my opinion Washington Politicians still think China supply chains on the condition of two decades ago.

That time, yes China supply chains still depends on foreign investors and foreign tech and patents. The condition on drones industry shown their supply chains basically already domestic control and using homegrown tech and patents.


The article behind pay wall so it paste it here:

Chinese sanctions hit US drone maker supplying Ukraine

"This is a clarifying moment for the drone industry,” Bry wrote in a note to customers obtained by the Financial Times. “If there was ever any doubt, this action makes clear that the Chinese government will use supply chains as a weapon to advance their interests over ours. “This is an attempt to eliminate the leading American drone company and deepen the world’s dependence on Chinese drone suppliers,” he added.
Well when US weaponise trade sanctions first, do US officials and businesses still think China will not hit on their sanctions back ? Sorry on this time it is US that use it first and now complaining when China return the favour.
 

Ananda

The Bunker Group

This is for an Idea, why don't US do what they have done to their MIC, as now to their other Industry. Every industrial nation (whether establish or newly ones) are subsidizing their Industrial chains whether directly or indirectly.

If US close half of their overseas bases for example, that money can be use to support the dual function industry like the commercial drones above. Doesn't have to be direct subsidies, even China mostly don't do that. However with fiscal incentive and money market incentives, just some examples. They got tons of Ivy Leagues business schools graduates in financial market that can provide more subtle ways to subsidies the Industry.
 

Ananda

The Bunker Group

Is this a sign what to come ? US Will be pivoting more to Asia Pacific rather then Euro and Middle East ? This is talk among transition period, and seems either some in US Inteligence worries about China move, or Pentagon wants to send massage or they all try inlining with what Trump wants.
 
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