A shortage of critical minerals is starting to affect the broader Japanese economy, adding a sense of urgency for Prime Minister Sanae Takaichi's government to find alternatives to exports that China has cut off, according to recent corporate filings.

China's rare earth export controls slashed shipments to Japan by over 80%, threatening $17B in production losses and rattling global tech supply chains.

A shortage of critical minerals is starting to affect the broader Japanese economy, adding a sense of urgency for Prime Minister Sanae Takaichi's government to find alternatives…

Previously, Japanese suppliers would import rare earths to make materials and components, which were then sold to Chinese companies to make end products.