They have also been stockpiling. Which is a good buffer, but ultimately only that. This should be a wakeup call that you can not have sole source production of

They have also been stockpiling. Which is a good buffer, but ultimately only that. This should be a wakeup call that you can not have sole source production of critical material under the control of what is nominally your enemy. Also, national security issues (which I view this as) should not be subject to cost constraints on the same scale as standard capitalist concerns.