China halts heavy rare earth exports to Japan
Chinese exports of dysprosium and terbium to Japan have ceased since December following diplomatic tensions regarding Taiwan. While Tokyo is utilizing stockpiles and alternative sources like Lynas Rare Earths, replacing Chinese supply for these critical magnet materials is expected to take years.
China has halted exports of heavy rare earths and gallium to Japan for at least four months. This supply squeeze follows a diplomatic dispute over Taiwan that began in November. The move signals Beijing's use of its dominance in critical minerals as leverage against global high-tech manufacturing hubs.
### Beijing Tightens Grip on Magnet Materials Chinese customs data shows exports of dysprosium, terbium, and yttrium oxide to Japan have effectively stopped since December. These materials are essential for producing high-performance magnets used in aerospace, defense, and electric vehicles. SHIN-ETSU CHEMICAL CO LTD has reportedly stopped accepting new orders for magnets containing dysprosium due to the shortage.
