I believe the answer lies in the asymmetrical relationship between drone offense and defense. It is very hard to take out drones, far harder than shooting down an airplane. And more expensive. While many defenses have been researched and some demonstrated, I am not aware of any major defense that is the equivalent of a castle vs soldiers in drone defense, nor of many drone vs drone dogfights. Missiles and projectiles and a few emp weapons are the main forms of defense, not drone fighters shooting down drone bombers.
So gathering up into a big column, right now, multiplies the value of a drone bomber’s explosives.
I assume that as defenses appear this will change. But I have also seen a lot of defenses talked about, and never make it into wide deployment.
There are also cost factors at play where missiles to shoot down drones are multiple times the cost of the drone.
On the rare earths, not that I am advocating for escalation, but America has a comparable bargaining chip: Sibelco’s quartz mines. My understanding is that there is no replacement for them anywhere on Earth. Someone would have to spin up an appropriately pure synthetic quartz factory, which I understand would take years.
Also, I would be a lot happier if someone did spin up that factory. Having the entire world supply of processors reliant on two mines that are both in a single city is uncomfortable, and we will want a larger supply for higher chip output anyway.