The article mentions access to NBR latex being an issue, but doesn’t explain that this is less commonly produced in America because they produces much more shale gas these days which doesn’t result in enough butadiene needed. So the most important supply chain to build the product is mostly coming out of Asian and European crackers. Giving an advantage to the Malaysian factories on top of the other lower costs of business there.

Which makes you wonder why the government thought it was a feasible investment or if they didn’t care and hand waved it with ‘national security’.