Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Gleb Bulldozer Savok containing various rare land that will be loaded on a ship in Lenjung’s port, Jiangsu province in East China on September 5, 2010, for export to Japan.
Str | AFP | Gets the image
Japan quietly burns a trail for resistance to the supply chain.
Long before China in early April imposed an export ban on several rare elements and magnets that are widely used in car. robotics and defense Sectors, Japan became something canar in a coal mine for Beijing’s mineral domination.
East Asia country was transferred to a panic in 2010, when China implemented an export ban on rare lands, specifically aimed at Tokyo after A, after A, after The heated territorial dispute.
The embargo lasted only about two months, but it was enough to stimulate the fourth largest economy in the world to change its approach to the safety of supply chains.
Along with stock, processing and promoting alternative technology, Japan has since invest To a large extent in non-China rare linen projects-in privacy, in Australia Linas, the world’s largest manufacturer of rare land outside China.
As a result, Japan’s total dependence on Chinese rare land decreased to below 60% from more than 90% at the time of the incident, according to Argus Media.
Jonathan Rautri CEO Niron Magnetics, which produces permanent magnets that do not have rare land, said that the American company was born ten years ago after the first rare earth crisis, which “had a particularly significant impact on Japan, albeit less in the rest of the world.”
“Japan is actually much more prepared this time than most other countries,” CNBC Rowat said.
“They have accumulated more Invested in LinasAnd provided Western Red Earth to meet some requirements through the combination of Lynas, Australian mines and their Malaysian processing facility, “he added.
Japan reportedly plans To further reduce dependence on the import of Chinese rare land to 50% this year. CNBC turned to the Japanese government for comment.
The worker is preparing to link Japanese oil, gas and metals of the National Corporation (Jogmec), a marine resource vessel, Hakurey, on the Tokyo, Japan, Wednesday, March 21, 2012.
Bloomberg | Bloomberg | Gets the image
China – this The undisputed leader From the supply chain of critical minerals, manufacture Almost 70% of the world’s rare land and mines processing Almost 90%, which means that it imports these materials from other countries and clarifies them.
Western officials repeatedly named Dominance in the Beijing supply chain as a strategic problem, especially given that the expected grow exponentiallyhow The transition of pure energy is gaining pace.
Transformation chain of Japan’s supply chain is see As both patterns for Western countries – and a vivid reminder of how difficult it is to avoid the critical mineral orbit of China.
Next go?
According to Nils Bacberg, the founder and director of the Consultancy Project Blue.
However, the country has a long way to reduce its dependence on China in some key areas, Backeberg CNBC said. This is especially true of heavy elements of rare land, which are usually less abundant in the earth, raising their value.
On Tuesday, August 6, 2024, in Kalgurl, Australia, Kalgurli, Australia, Calgurl.
Bloomberg | Bloomberg | Gets the image
“Not many heavy rare lands come out of Linas, and most of those who really go to China for further clarification,” Bakberg said, adding that the last ban on China’s export emphasizes the importance of Beijing in heavy rare land.
But Linas continues to make progress in this area. Over the last month or so company announced Breakthroughs in two heavy rare lands, claiming that they produced them outside China for the first time.
“Real problem”
Latest curbs in China rare land have been implemented as part of a response to the US president Donald TrumpIncreasing the tariffs for Beijing products.
“When the tariff war and tariffs began to be put to China, the first thing China did was say,” We will stop exporting rare land. “Europe Early edition‘Thursday.
“No country in the Western world wants one country to be a market,” Olafson said.
Western groups of car industry Especially strongly press According to export curbs, with many more concerned production shutdouts.
Ivan Espinos, Chief Executive Director of the Nissan Motor Co., performs during an interview with the company’s headquarters in Yokakham, Japan, Thursday, May 15, 2025.
Bloomberg | Bloomberg | Gets the image
The violation also applies to Japanese automakers. Suzuki Motor In the suspended production of its popular Swift Car model earlier this month, with local media Attach a step towards export restrictions in China. SUZUKI MOTOR press -secretary did not respond to the CNBC request about the comment.
Meanwhile, the Japanese car giant Nissan He said he studied ways to minimize China’s exports, working with the Japanese government and the Japanese car manufacturers.
“We need to continue searching for alternatives in the future, keeping flexibility and keeping our options open,” said Nissan CEO Ivan Espinos earlier this month.
Push to alternatives
Going forward, Rowntree Niron Magnetics said to combat China’s mineral dominations, from accelerating domestic mines, a government and industrial approach will be required, from speeding up internal mines to investment to new alternatives to ensure sufficient magnet deliveries.
“Everyone saw that this narrow place for supplies is a problem. We all know that it could happen, but now it really happened,” Rounter said.
“I think many customers share my opinion – that this issue is unlikely to disappear and that we need to have alternatives in the West to solve it.”
Domestic production in Europe is rare land limited. Just like the USAregion strongly counts About imports, especially from China though plans are underway to develop internal resources and processing opportunities.
For example, the Belgian chemical group SlulandWorks by the largest rare land processing plant outside China to La Rashele, France, aimed at supplying 30% of the demand in Europe for permanent magnets by 2030.
Weekly analysis and understanding of Asia’s largest economy in your mailbox
Sign up now
Sign up now
Grekelin Basqueran, Director of the Security Program Critical Fighting at the Center for Strategic and International Studies (CSIS), Analytical Center based in Washington, said the US and the European Union will need to work together to create a market for non -Chinese rare land.
“The West creates a rare land outside China at a time when prices are low and companies are fighting profitability,” Basquera CNBC said.
Tax loans and subsidies will be “necessary” to ensure that non -Chinese projects can build and scale, Basqueran said, noting that rare land is moving to almost every modern industry.
