Mezla PigDog, on 11 May 2021 - 08:49 PM, said:
'The first shortage is in sterile, single-use plastic bags which sit inside the metal reactor vessels [...] Several suppliers of these plastic liners are ramping up production so it’s anticipated this shortage won’t last too long. [It's basically just a large sterile plastic bag? Can't certifications for something that simple be sped up for an emergency like this?]
[...]
The main bottleneck right now is the supply of some of the lipids making the nanoparticles that protect the mRNA and deliver it into our cells.
One lipid in particular, a so-called “cationic lipid”[...] Several chemical synthesis steps are required to make these cationic lipids, and prior to COVID only a handful of manufacturers worldwide were making these, and only on a fairly small scale.
Upscaling this production of cationic lipids has been even harder than setting up the mRNA production.
[...] in December 2020 [...] Trump invoked the Defense Production Act to assist Pfizer in accessing more lipids.
[...] In most cases, demand has outstripped supply. In some cases, some countries or companies have been stockpiling some of these components. “Operation Warp Speed”, initiated by the Trump administration to speed up COVID vaccine development, used its financial clout throughout 2020 to buy up and secure many vaccine components including vials and lipids.'
https://theconversat...mponents-159143
So it seems like it's not literally 'raw materials' in the sense of rare natural resources or anything like that, but producing things from available materials, with the small number of producers being the main limiting factor.