Pie, you're probably right, but this time could be different....

Pie, you're probably right, but this time could be different. USA has rallied all the allies they can to keep China away from semiconductor tech. They won't just keep letting US tighten the screws without at some point taking some action. Look at Malaysia...IMHO Lynas will be booted out. China has huge influence there and i have no doubt they're behind all these prmit/licensing problems, since the science has proven it's environmentally safe. China doesn't want Lynas to prosper and they don't just sit back hoping bad things will happen to an advesary...they work to try and make it happen! If they get Lynas hamstrung in Malaysia and then quit exporting critical defense metals to Lockheed and other western military companies, they will have the west in a bind. I know US has reserves but i wonder how long that will last, with all the resources they're sending to Ukraine. Probably not, but it could get ugly very quickly IMHO