Slapping Alibaba, BYD and Baidu onto a military blacklist is protectionism dressed up as national security. BYD makes affordable EVs that consumers love, and Washington can't compete, so the blacklist becomes the weapon of choice. This decoupling strategy raises costs for investors and consumers while doing nothing but escalating tensions with Beijing.
China's military-civil fusion strategy is real, and the Pentagon's June 10 list naming Alibaba, Baidu and BYD as military contributors is a necessary warning to American industries. These designations block Pentagon contracts and flag genuine risks across AI, biotech and battery sectors. Bipartisan legislation is already moving to close investment loopholes that let adversaries exploit U.S. pharmaceutical and defense supply chains.
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