Lend-lease over the Himalayas was rather futile and happened more of political reasons than for strategic value.

As for the embargo? It's a byproduct of US war profiteering given that Japan imported something like 70% of their iron, 80% of their oil, and 90% of their copper from the US in 1939.

The Pacific War is a valid point insofar as it forced Japanese industrial capacity to focus on naval strength rather than land arms, but it's a rather misguided one given that a huge chunk of Japanese forces was stuck in China locked in a stalemate, which made the Pacific Theater far less contested than it otherwise would have been (notably, this meant that Australia was safe from Japanese occupation because Japan lacked the resources to invade Australia).