Hah was wondering if someone else had read that announcement/ finding. Coupled with this https://www.theatlantic.com/international/2026/10/chinese-co... (lots of dead companies being propped up artificially by the govt and not allowed to fail so people stay employed) the strategy of cornering every global export market until complete dominance seems to be very a much make it or break it approach here. So the US blocking one important industry with likely lots of subsidies does make more sense under that light.