Japan's rare earth magnet makers face a prolonged supply crunch as China's exports of crucial heavy rare earths like dysprosium and terbium remain negligible. This diplomatic fallout, stemming from tensions over Taiwan, has severely impacted Japanese industries. Despite this, China's overall rare earth magnet exports saw a significant dip in May, prompting Japanese firms to seek alternative supply chains and invest in new refining facilities.

Japan's rare earth magnet makers face a prolonged supply crunch as China's exports of crucial heavy rare earths like dysprosium and terbium remain negligible. This diplomatic…

China banned rare earth exports to three US firms, warning of supply chain fragmentation as trade tensions over critical minerals escalate globally.

China's rare-earth magnet exports to Japan fell sharply in May, threatening manufacturing supply chains in Japan and potentially South Korea.

China has cut critical mineral exports to Japan since January 2026, costing businesses an estimated $4.2 billion as rare earth supply chains face prolonged

A few Chinese refineries turn rare earths into the magnets inside electric cars, wind turbines, AI servers and weapons, handing Beijing a quiet global lever

China's detention of Japanese workers over rare earth exports raises new supply chain, compliance and personnel risks for Asian manufacturers.