Since I spend a lot of time on China's export controls - I would like to raise an observation that everybody seems to have missed. MOFCOM has "importantly pointed out" - WAICO. "More convenience and support will be provided for technology exports needed for international cooperation in capacity building, technology sharing, and rule-making among members of the WAICO." An export control that's being governed by WAICO. Join WAICO & the licence moves faster. Stay outside & you run the standard queue. No country named, no company named. 29 countries signed the WAICO agreement in Shanghai in July, no major Western democracy among them. 8 subsequently signed. A direct challenge to what Pax Silica is - but without the semiconductor & rare earths supply chain because they've got everything. Filter through the members in WAICO, and you can quickly see that they're all "Critical Minerals" superpower.