Well this source might be garbage but the analysis is true. We know Israel is running out of interceptors, attested to even in mainstream Western media (both WSJ and NYTimes). We know the production of those interceptors, just like most sensitive electronics, requires many Rare Earth Metals that China has an effective monopoly over. And we know that China currently has an export ban on these REMs because of Trump’s tariffs. This source is just connecting the dots.