Earlier quoted context omitted.
Another and more immediate concern is that anything which contains subcomponents/subsystems or parts from US origin companies runs into ITAR and MTCR [1] issues with the US federal government. There's a number of very complex European origin final aviation/aerospace industry products which are laden with US-origin components. I wonder about exactly how "non-US" this Isar rocket is. [1]: https://en.wikipedia.org/wiki/…
Agreed, the moment we allowed MBDA to put some american component in our (French) missiles made with european allies (Scalp, Meteor), the US blocked our sales to Egypt because they wanted to sell their own instead, using ITAR, forcing us to fix it for the french version. The US has repeatedly proven that ITAR is for them as much of a military thing as it is an economic one, and that they're willing to use it against…
There are a whole bunch of military suppliers across Europe who are in the same boat as MBDA.
Simply put, the US as an ally is less predictable than previously and that has knock-on effects across every sphere.