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The Point with AEC

The Point with AEC

By: John Young
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The Point is your source of news and helpful information in the Export Compliance field. Whether its reports on important international events, or breakdowns of new regulations in EAR and ITAR, it’s our aim to take the overwhelming amount of information and condense it down for you so you can be better informed and better prepared. Our motto is Research Done Right, Compliance Made Simple.

© 2026 The Point with AEC
Economics
Episodes
  • AEC Podcast 16: Diligence & Enforcement, Real World Cases
    Mar 31 2026

    In this episode I break down a recent DOJ case involving Export Compliance, showing how the due diligence of U.S. manufacturers and exporters prevented the unlawful diversion of U.S. AI Technology to China. I also take a look at BIS's plans for Export Enforcement, and how our view on enforcing penalties and encouraging compliance is evolving.


    https://docs.house.gov/meetings/FA/FA19/20260224/118974/HHRG-119-FA19-Wstate-PetersD-20260224.pdf

    https://www.justice.gov/opa/pr/chinese-national-and-two-us-citizens-charged-conspiring-smuggle-artificial-intelligence

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    14 mins
  • AEC Podcast 15: Iran: Export Controls and Sanctions
    Feb 27 2026

    This episode was originally recorded on February 27, 2026.

    Given the rising tensions, military movements, and ongoing negotiations around Nuclear disarmament I decided to provide another in-depth analysis of our current Sanctions and Export Control stance we have towards Iran. This episode focuses on our overall ITAR, EAR, and OFAC regulations as well as the government guidance for industry surrounding Iran's Ballistic Missile Procurement Advisory. With the United States now engaged in military strikes along with Israel against Iran, our country's security is more important than ever.

    Links:

    https://www.bis.gov/regulations/ear/746

    https://www.bis.gov/licensing/country-guidance/iran-export-controls

    https://ofac.treasury.gov/sanctions-programs-and-country-information/iran-sanctions

    https://ofac.treasury.gov/media/934236/download?inline

    https://ofac.treasury.gov/media/932206/download?inline

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    16 mins
  • AEC Podcast 14: New Semiconductor Rule and News
    Jan 31 2026

    In this episode I take a critical look at the newly released BIS rule for selling NVIDIA H200 Chips to China. What does the rule actually lay out, and is this an effective policy that will protect American technology and interests? I break down why I think this rule falls short.

    Links:

    https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china

    https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&utm_medium=email&utm_source=federalregister.gov

    https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership

    https://www.csis.org/podcasts/ai-policy-podcast/future-nvidias-h200-china-and-pentagons-new-ai-strategy

    https://www.cfr.org/articles/consequences-exporting-nvidias-h200-chips-china

    https://www.cnas.org/publications/commentary/cnas-insights-unpacking-the-h200-export-policy

    https://www.cfr.org/articles/new-ai-chip-export-policy-china-strategically-incoherent-and-unenforceable

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    14 mins
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