India, June 28 -- For India the fork is sharper than for anyone, because India is neither the frontier nor safe behind a fence. India needs precisely what is being listed: cheap, advanced cells for an energy transition it cannot finance at Western battery prices.
The United States has built a new instrument of statecraft. On 8 June 2026 the Department of Defense expanded its list under Section 1260H of the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021, Public Law 116-283, from roughly 130 firms to 188 in a single notice, adding Alibaba, Baidu, BYD, CATL, WuXi AppTec and several dozen others. From 30 June the Department may not contract with a listed firm; from 30 June 2027 the bar reaches its contracto...