Relevant Media, page-3081

you helped me see another angle here as I always wondered where is the rush to cut China from the supply chain - despite the never-ending talk on the subject for years now.
if China placed such restrictions, then it is very clear that most of western analysts are totally wrong on the Chinese tech. Everyone here thinks Chinese tech still produces radioactive waste, it is dirty in general and only the western tech is clean.
If that is the case then China would be trying to steal our tech and won't be too worried if anyone copies theirs as no one would want the Chinese tech.

This could be a reason why no one is in a hurry to cut China off the supply chain - perhaps the Chinese tech is lot more advanced than anything we have in the west. Perhaps it is clean and low cost. Why else would they be trying to protect their IP?

At the end of the day the companies will look for the lowest price - otherwise, we would have seen many rare-earth mines and plants popping up in the US, here and the EU.

By now surely someone from the US would have noticed ASM and invited them to build a plant in the US. I can't see any other reason why this hasn't happened yet. I could be missing something, but I doubt. It seems ASM and other western alternative tech can't compete with China.

Same on Cobalt - everyone's big on the mouth/talk about ethical cobalt but no one is cutting Congo from the supply chain.

Same on Uranium - Russia bad, Putin bad but Russia is still the biggest Uranium exporter to the US - TODAY.

Same for Oil and Fertilizer.

At the end of the day, it is the cost of the product that matters - this may change but to date the price rules the world and everything else is cheap talk.