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China’s heavy rare earth tap stays closed for Japan in June

Chinese customs data showed no shipments of gallium, dysprosium, terbium or yttrium to Japan as export controls tightened after a Taiwan dispute.

  • On Monday, Chinese customs data revealed that China's exports of strategic rare earths to Japan remained minimal in June, extending the raw material fallout from an ongoing diplomatic spat.
  • Diplomatic relations fractured after Japanese Prime Minister Sanae Takaichi commented on Taiwan last November, prompting exports of controlled metals to plummet.
  • Zero shipments of gallium, dysprosium, terbium, or yttrium reached Japan last month, leaving the island nation's rare earth magnet sector struggling to source critical inputs.
  • Despite the localized decline, China exported 5,649 metric tons of magnets globally in June, while total rare-earth export value rose 61.1% in the first half of 2026.
  • Beijing continues to leverage its dominant position in critical mineral supply chains as a diplomatic tool, a strategy recently discussed in negotiations with U.S. President Donald Trump.
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(Tokyo=Yonhap News) Correspondent Lee Do-yeon = Due to the impact of China's export restrictions on Japan, China's exports of rare earth magnets to Japan continue to remain at a low level...

·Seoul, Korea (the Republic of)
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The image shows a schematic diagram of rare earth elements. (STR/AFP)

·New York, United States
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quatrostrategies.ca broke the news on Monday, July 20, 2026.
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