Targeted Sanctions Track

Washington treats the report as evidence of sanctions evasion rather than a trigger for sweeping China-wide measures. The most likely path is a targeted Entity List and OFAC package focused on Shenzhen trading houses, Russian importers, and logistics intermediaries linked to the Courier UGV supply chain.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.