We build electronics there because they have a near monopoly on rare-earths. They use this to keep manufacturing in China. Not long ago there were quotas that l

We build electronics there because they have a near monopoly on rare-earths. They use this to keep manufacturing in China. Not long ago there were quotas that limited the amount of rare-earth minerals that could be exported. I expect that as their monopoly on rare-earths slips, electronics manufacturing will move elsewhere, slowly but surely.