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/