There's often a really weird undercurrent of nationalism that springs up in these dicussions as if its' "a country" that does something well as a function of being that country, not as a function of an economic opportunity and ramp up.
"Critically, ICL’s hydrogen bromide gas production, including the semiconductor-grade output supplied to South Korean fabrication plants, is manufactured at the same Sodom facility where extraction occurs, meaning extraction and conversion infrastructure are co-located in the same vulnerable corridor."
This is what govt is good for, in respects to ensuring materials supply continuity for their domestic markets
But unless we have an extra 250 million tonnes of production capacity sitting on the sidelines, which would probably mean more than doubling our total output, we're not going to make up the shortfall for anyone else. We're talking about the majority of (disclosed) global production going offline if Iran could manage it (though again it is not clear that they can or will). China will also probably be using everything that they produce. Europe and the rest of Asia will be left high and dry. It's a win for the US strategy of critical minerals resilience, in some sense, but it's still a problem.
The article is timely as it suggests yet another unconsidered risk factor of this war - USA could destroy its own stock market. Or Iran could accelerate that with one missile. I like to think the US military know this hence obsession with missile destruction but it is reasonable based on recent behaviour to assume that the MAGA overlords can't even spell bromine nevermind understand the risk.
In 1973, Velsicol Chemical Corporation, who was operating in St. Louis, Michigan at the time, was manufacturing Polybrominated biphenyl fire retardant, as well as animal feed supplements. They were bagged similarly, and PBBs were accidentally shipped into the food supply. Which led to the largest livestock culling in US history at the time. https://www.michigan.gov/mdhhs/safety-injury-prev/environmen...
The EPA has been heating the ground in St. Louis to above boiling, with a giant rubber cap on top to boil off volatiles and collect them: https://www.youtube.com/watch?v=smHnFXrhSvM and that's after dredging the river, capping the whole site with clay and concrete, and other remediational work. People will never be able to drink the well water there again.
Take-away is that I'd like to live as far away from chemical plants as I can afford.
That is what "choke" means in the global economy perspective. Even slight price increase on such material can cause inflation and that's everyone's problem.