Scarce claim on a bottleneck everyone else needs

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that OTHER COMPANIES' PLANS DEPEND ON SOMETHING THIS COMPANY CONTROLS AND CANNOT EASILY BE OBTAINED ELSEWHERE — that is, does management convey that customers, partners, or even competitors are dependent on access to a specific capacity, asset, supply, position, approval, or capability that this company holds, and that the world's need for it is growing faster than the ability of anyone (including this company) to add more of it? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent situation: the company sits at a chokepoint in someone else's value chain, and that dependence is presently intensifying. This may appear in many forms and any genuine expression of it counts — management describing customers competing with each other for the company's output, slots, space, inventory, or attention; buyers seeking to reserve, prepay, or lock up access in advance because they fear not getting it; management explaining that the thing it controls takes years, heavy capital, scarce permits/approvals, hard-won expertise, or physical impossibility for anyone to replicate, so new supply cannot arrive quickly; management noting that the company is one of very few qualified, licensed, permitted, or approved sources for what its customers must have; management describing that customers' own growth plans, product roadmaps, or regulatory obligations cannot proceed without this company's participation; or management describing an emerging shortage of the specific thing it holds while demand for it broadens to new customer types. The essence is ASYMMETRIC DEPENDENCE plus INELASTIC SUPPLY, described as a present condition of the market the company operates in — the counterparties need this company more than it needs any one of them, and that gap is widening. Management should ground this in what is actually happening now (how customers are behaving, what is being reserved or sought, why supply cannot respond), not merely assert that the company is well positioned or has a competitive moat. Answer NO if management only claims strong demand, a large market, good technology, a competitive advantage, or long customer relationships without conveying that counterparties are dependent on scarce access the company controls. NO if the company's own framing is that it is one competitor among many, that customers hold the power, that it must win business on price or persuasion, or that supply of what it sells is ample. NO if the scarcity described is a temporary logistical or industry-wide disruption that management expects to normalize, or is a constraint hurting the company rather than a position of leverage. NO if the chokepoint position is only a future ambition, a project under construction with no current dependence, or contingent on plans not yet in motion. NO if the idea appears only in an analyst's question or characterization that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.