https://www.stratfor.com/analysis/how-carbon-emissions-reductions-will-alter-supply-chains

Stable jurisdiction is an important factor for technology companies located outside of China.

"Just as the Middle East is crucial to the global supply of oil, other regions are similarly critical to the supply chains of some of the metals mentioned above. Many know that China controls the majority of the world's supply of rare earth elements, but it is less well known that China is also the world's largest producer of natural graphite. Also, Beijing's drive to increase high-end manufacturing has resulted in Chinese factories' producing a significant portion of the technologies that require rare earth elements. China's grip on the rare earth market, however, is loosening. Beijing removed export quotas earlier this year after the World Trade Organization ruled the country had failed to show justification for them."