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Re: B402 post# 559539

Friday, 01/02/2026 3:19:16 PM

Friday, January 02, 2026 3:19:16 PM

Post# of 580896
The report’s central message is not that the U.S. lacks resources. It’s that the U.S. is more exposed where value is created and chokepoints form—in refining, separation, intermediates, and high-value processing for inputs like rare earth elements, gallium, germanium, cobalt compounds, silicon intermediates, and tantalum.
https://rareearthexchanges.com/news/chinas-processing-chokepoints-exposed-a-new-network-study-maps-microelectronics-supply-chain-risk/

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