The comparison isn’t exact. The entire US nation needs 30 HV transformers in total and there is essentially no competition for those resources within the US, l

The comparison isn’t exact. The entire US nation needs 30 HV transformers in total and there is essentially no competition for those resources within the US, leading to an extremely illiquid market based upon a good that cannot be easily moved and can be easily seized with force. PPE demand is measured in millions per day, is a resource in high demand by both nation and non-nation entities, and cannot as easily be seized by force as each unit item is the size of a dollar bill (and shipments can be protected, etc).