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.
Semiconductor-grade purity bromine is orders of magnitude more expensive than ordinary bromine and the vast majority of bromine producers do not make it.
The USGS article provides no evidence that such bromine is made in USA. I would rather expect Japan to be a producer, not USA, because for many semiconductor-grade purity chemical substances there are major producers in Japan.
Korea does not like to depend on imports from Japan, so I would not be surprised if there was a Japanese source of pure bromine but Korea prefers to import it from Israel. If this were true, they could still switch suppliers in case of a shortage.