Thanks ...and I expect that we both believe , that has to be the...

Thanks ...and I expect that we both believe , that has to be the "reasonably standard response ", and you only can come undone when you commit to timelines you don't control .
Just linking 3 factors together # Trump Administration and the increased focus on Defence and non China reliance # Third White Paper submitted by ASM # Current USA visit by the CEO , at least suggests Meetings are progressing .
I also read the attached Release on the 28th Feb , regarding EXIM
President Trump Strengthens Export-Import Bank of the United States, Supports U.S. Jobs by Establishing Board Quorum Through Acting Appointments | EXIM.GOV
Whilst it certainly doesn't put ASM's case for US Funding support into overdrive , it does I think demonstrate that there is a lot more clout going to be given to the EXIM Agency to support "local and critical "manufacturing . Extract below :
Market action over recent weeks/months could not give a rats toss bag about these internal US Announcements ...but shortly , as Trade /AUKUS talks become active and prominent , the part that Critical Minerals plays between USA and Australia and funding deals , must become much more prominent .
AIMHO

Additionally, EXIM, working with the White House and across the whole of government, is focused on advancing the United States’ economic and national security objectives through various programs, including EXIM’s China and Transformational Exports Program (CTEP) and its recently launched Supply Chain Resiliency Initiative (SCRI).