But then, for Europe, the sources would be Kazachstan, USA, and Africa. I would much rather have Kazachstan or Africa get money for it than China. And shipping raw rare earth metals should surely be less impacted than shipping full finished products that include cadmium (that take much more shipping volume).
Hell, maybe this will also push for more recycling of Cadmium (and other special metals) as the source becomes less reliable / more expensive.
I only see a problem for companies that try to milk every cent and are terrified of raising the price which will impact their profit margins and CEO bonuses.