If we're getting military supplies from a rival, isn't it already threatened?
No matter if it's called a threat or a vulnerability, hopefully this'll spur more action towards moving away from China for raw earths and magnets.
I’ve done offensive security work and worked on defensive security systems professionally. It seems to me like there’s a certain less technical side of computer security that cares a little too much about making definitions and checkboxes - when I get asked in an interview if I think threats or vulnerabilities are a bigger issue I know that job is not a good fit.
The vulnerability is the opportunity.