[momoschili]

A key here for western users is that it does not include Ge, which is notably a material that China has a stranglehold on.

[jiggawatts]

Canada and Spain are major producers. America will be fine as long as they don’t start a trade war with every country all at once.

Oh.. ohhh… you threatened Canada with annexation too?

Oh boy.

[momoschili]

producing raw material does not mean you can process it.

The American defense branches have been searching for Ge-free alternatives for thermal optics, etc since during Biden's presidency. The trade war is significant, but does not change the calculus here.