RE:RE:RE:LOOKS LIKE SAYONA Even though a manufacturer would like to secure supplies with one major , usually you don't won't put all your eggs ins the same basket . You woukd like to have at least 3 with 60-30- 10 ratio if feasible.
Even relyin to one specific region is risky. Hearthqake years ago in Chili disrupted supply for many companies. Not say geopoitics risks.
So there should be some opportunity for CRE in this story.