Secretary Hegseth has implied this designation would restrict anyone who does business with the military from doing business with Anthropic. The Secretary does not have the statutory authority to back up this statement. Legally, a supply chain risk designation under 10 USC 3252 can only extend to the use of Claude as part of Department of War contracts—it cannot affect how contractors use Claude to serve other customers.
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Mike Sabel, CEO of Venture Global, a leading U.S. LNG exporter, said on a March 2 earnings call that his company has the “most available cargoes” to sell on the spot market. And because Venture Global owns a lot of its tanker fleet, it doesn’t need to cover higher tanker costs.
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