
Japan confronts rare earth magnet squeeze under China curbs in August
China shipped 212 tons of permanent magnets to Japan in August, rebounding 90.3% from July but remaining 17.1% below 2025 levels…
Business•Industry•Policy Intelligence
Every EAB briefing that touches JOGMEC — capital spending, plants, M&A, earnings and policy exposure. 2 briefings.

China shipped 212 tons of permanent magnets to Japan in August, rebounding 90.3% from July but remaining 17.1% below 2025 levels…

A bilateral memorandum between TMK and Mitsubishi targets tungsten, molybdenum and lithium processing to reduce Tokyo's reliance…