Thursday, November 12, 2026

East Asia Brief

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Japan builds Southeast Asian mineral route to bypass China export curbs

METI secured alternate processing routes in Vietnam and Malaysia after Chinese export licensing restricted shipments of dysprosium, terbium and yttrium.

A technician wearing safety glasses monitors an illuminated processing chamber inside a manufacturing facility. (AI-generated image)
A technician wearing safety glasses monitors an illuminated processing chamber inside a manufacturing facility. (AI-generated image)

Japan's Ministry of Economy, Trade and Industry expanded supply-chain pacts across Southeast Asia on Nov. 11, coordinating with domestic manufacturers to build alternative processing channels outside China.

The initiative responds to Chinese export licensing controls that restricted outbound shipments of dysprosium, terbium and yttrium earlier this year. Japanese magnet and semiconductor material makers rely heavily on those three elements.

The documents behind this briefing are linked above. East Asia Brief produces its English text with AI assistance under human editorial review, and does not translate or republish other outlets' articles. See our methodology and AI policy. Spotted an error? Tell us.

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Mina Okoro

Supply chain editor — Mina Okoro builds the impact maps that connect East Asian developments to buyers in North America and Europe, and edits the Asia Compare desk.

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