The Newsroom
Policy·October 20, 2026 at 12:03 AM EDT·1 source

Japan ‘months’ from running out of critical rare earth as China squeezes supply

Policy

What happened

  • Japan is reportedly “months” from running out of yttrium, a critical rare earth, as China squeezes supply.
  • Tokyo has asked the US to help persuade Beijing to ease the supply restrictions and avert manufacturing shutdowns.
Estimated time until Japan runs out
months

Why it matters

The supply squeeze could disrupt Japanese manufacturing and increase pressure on companies and policymakers to secure alternative rare-earth sources.

What to watch. Whether US efforts persuade Beijing to ease the restrictions, and whether Japanese manufacturers face shutdowns.

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Sources (1)

  1. Financial TimesOct 20
    Japan ‘months’ from running out of critical rare earth as China squeezes supply
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