It seems to me the opportunity lies up-stream, then? How are those elements non-starters and what would need to change in order for a viable domestic supply for these types of items to support industry?
Many times it's an environmental regulations thing. There are things you can do, manufacture in other countries that you cannot here. It's just like textiles, much of mineral and other heavy metal refining, etc.
If anything, you'd build a plant in Mexico to do that stuff, then put it together here, like most appliance manufacturers do.
