https://ioactive.com/potential-integrated-circuit-supply-chainimpacts-from-hurricane-helene/This analyst opinion believe that it could be out of action from a maximum capacity standpoint for years to come.
This doesn't discuss loss of supply chain personnel or logistic personnel.
It's highly likely housing will be an issue for the two for sometime yet - and infrastructure such as roads, rail will be at reduced levels of load tolerance.
Spruce Pine was being operated at the limit of environmental regulations as it was frequently discharging (rainfall) mine contaminates into the river system.
Environmental regulator is going to have a field day with this one, the water will likely be tested regularly over the following months before it gets back into operation.
Global HPQ supply has about 8 months (from Spruce Pine) in the supply chain.
http://www.sinosi.com/pdf/HPQ%20Series%20High%20Purity%20Quantz%20Materials%20SSV20130301.pdfThis fact sheet describe the specifications for the unique HPQ crucible grade, along with other mines and their industry specific grades and uses.
Note Russia and China are not going to be in the USA supply chain.
(20min delay)