>"When the natural rubber supply from Southeast Asia was cut off at the beginning of World War II, the United States and its allies faced the loss of a strategic material. With U.S. government sponsorship, a consortium of companies involved in rubber research and production united in a unique spirit of technical cooperation and dedication to produce a general purpose synthetic rubber, GR-S (Government Rubber-Styrene), on a commercial scale." [0]
It seems that tech companies and the governments of the world just need to either find more resources and control them. Or find new ways to make batteries with different tech/chemistry. (The second option seems the smartest long term, just like rubber tech)
[0] https://www.acs.org/content/acs/en/education/whatischemistry...
[1] https://www.washingtonexaminer.com/policy/defense-national-s...
Edit: Years ago a client of mine made software for satellites for an unnamed massive defence contractor. They were control systems for satellites that killed other satellites. He was doing this work in the 90s. Late 90s he said the US's biggest enemy was China.