[to11mtm]

I think all of the supply chain shortages from events of the last 3 years has caused a bit of a push-back on long supply chains and to some extent globalism.

Given their auto and tech industries (they do have fabs after all), having a local source of metals for semis and battery production makes a lot of sense.

[bamboozled]

Not an expert in this area but the supply chain issues seem as simple as, let's have China (a dangerous dictatorship) do basically everything, including making all our medical equipment seemed stupid.