increased geopolitical tension
Frankly there is also zero chance that the patents are respected by all parties (i.e. China), regardless.
Otherwise I fully expect every government in the world to simply ignore the patent and allow public/private use -- effectively invalidating the patent.
There is existing precedent for this type of action: the US government seizing wireless patents during WW1 or the Indian government invalidating international patents on medication for the purpose of federal manufacturing.
To private entities, sure. The US government can and will force you to grant them a license if necessary.