And whether they want to gamble on those supply lines being cut/...

And whether they want to gamble on those supply lines being cut/ essentially held to ransom. Is exactly why you have strategic assets that move up the development pathway in friendly jurisdictions. And Canada to USA to Europe is that.

No tier 1 OEM in their right risked mind, would bet the farm, on supplies from risk countries, without having a tier 1 alternate in the pipeline. And when assets are spoken for with off take, good luck if you are the chump trying to source yours from the spot market.

If shit happens, its sky rocket spot markets or Kaput when you cant source supply.

As for the miners in those risk countries, its also Kaput.

When will China make a move on Taiwan ? And what happens next ?
Meanwhile, the strategic smart enough to back WR1 is not effected.

Just take a look at LLL, still suspended following Africa Risk. Anyone want to invest in the DRC ?
What happens to AUS or Brazil when China blocks one, and marries the other.

There is a strategic out there for us who recognizes the global risk plays, and wants us.
Time reveals all bets cards eventually are face up.

do you think that western OEMs want to play end of days with their supply lines ?

President Xi is getting older, and you can bet he wants his legacy to be reunification of china, and the break away province of Taiwan. You can bet on the timing, and the consequences of that action, if you have a critical mind for it.