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China just announced today (June 22, 2026) that it is adding 10 American companies to a special “blocked list”. The companies include: •Several US drone and robotics makers (like Red Cat, Teal Drones, and others) •Big defence and military suppliers (Oshkosh Defence, L3Harris Maritime, Ball Aerospace, etc.) •And importantly , the two main American companies trying to mine and process “rare earth” minerals in the USA (MP Materials and USA Rare Earth) this in reality means that the onshore companies that plan to offset REE Chinas monopoly won’t be able to get the equipment to do so . It’s a blatant block on the wests re industrialisation . What does it actually mean? These companies (and anyone supplying them) are now banned from getting materials, parts, or chemicals that come from China , especially things that can be used for both normal business and military purposes (like special magnets, electronics, and processing chemicals). They have to stop any current shipments immediately unless they get special permission from the Chinese government. Chinas is saying to the west we won’t let you build any equipment to defend yourself . Again it’s a blatant attempt to disarm the west while they continue their accelerated military build up . 
It says it’s for “national security”. In plain terms, it’s payback in the big US-China rivalry. America has been blacklisting Chinese companies, supporting Taiwan, and spending billions to build its own supply of these critical minerals so it doesn’t have to rely on China. China is hitting back by making life harder exactly where America is trying to become independent. 
Extra costs, delays, and headaches finding new suppliers. For the rare earth companies especially, it slows down America’s plan to stop depending on China for the special metals used in phones, electric cars, wind turbines, and missiles. 
This is another round in the ongoing “tech and minerals cold war” between the US and China. It shows the competition is still very real and is directly affecting supply chains, prices, and defence projects. Germany did this toward the west before both WW and the west did this to Japan before Pearl Harbour .