Processing equipment
The only reason China holds any advantage in RE is because for many years the us was happy to buy cheap from China instead of building their own capacity. Now Taco’s trade war has caused China to pull one of the biggest levers they have and the mango Mussolini is in a mess entirely of his own making. OTOH Mountain Pass is big, new and efficient and none of the process technologies came from China. The only reason the us can’t be self sufficient in RE is cost and time to build new capacity