{
  "report_slug": "western-winter-2026",
  "date": "2026-09-30",
  "summary": "Section 849 restricts DoD equipment-procurement contracts from December 18, 2026. The earlier general procurement-and-operation interpretation has been corrected.",
  "changes": [
    "Body and methodology now use the enacted equipment-procurement scope, covered-supplier criteria and purpose exceptions.",
    "Removed unsupported conclusions linking the clause alone to private-supplier operation or displaced demand and financing outcomes.",
    "Follow-on shares describe observed cohorts, not seed-to-B success probabilities.",
    "Corrected Creality to May 29, 2026 dealings commencement from the HKEX announcement.",
    "Historical coverage bias need not cancel within a country or across overlapping sensitivity cuts."
  ],
  "source_url": "https://www.govinfo.gov/content/pkg/PLAW-119publ60/pdf/PLAW-119publ60.pdf#page=263",
  "data_snapshot_changed": false,
  "additional_sources": [
    "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0528/2026052802543.pdf"
  ]
}