# Supply Chain tracker — Korea, China, Japan

Every Supply Chain development East Asia Brief has logged, with the companies exposed and the primary document where one exists.

**Entries:** 5  
**Updated:** September 8, 2026  
**Source:** https://eastasiabrief.com/tracker/supply-chain

| Date | Development | Where | Companies exposed | Confidence | Primary source |
| --- | --- | --- | --- | --- | --- |
| September 8, 2026 | [China waives African import duties to lock in strategic ores](https://eastasiabrief.com/trade-policy/china-waives-african-import-duties-lock-strategic-ores-210) | China | China Baowu Steel Group, Zijin Mining Group, CMOC Group | high | <https://www.mofcom.gov.cn/xwfb/sjfzrfb/art/2026/art_eb89a23715fa49cf87c245c1d0710842.html> |
| September 3, 2026 | [US 100% drone tariffs take effect as Chinese hardware faces border wall](https://eastasiabrief.com/trade-policy/us-100-drone-tariffs-take-effect-chinese-hardware-faces-163) | Global | Da-Jiang Innovations, Terra Drone Corporation, Skydio, FLIR Systems | high | <https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-bolsters-national-security-and-strengthens-u-s-supply-chains-by-imposing-tariffs-on-drones-and-their-parts-and-components/> |
| September 3, 2026 | [Japan bids to host permanent CPTPP secretariat to steer Asia-Pacific trade rules](https://eastasiabrief.com/trade-policy/japan-bids-host-permanent-cptpp-secretariat-steer-asia-pacific-162) | Japan | — | high | <https://www.meti.go.jp/main/yosangaisan/fy2027/pdf/ippan_o.pdf> |
| September 1, 2026 | [Japan accelerates grants for rare-earth-reduced robot motor magnets under economic security act](https://eastasiabrief.com/trade-policy/japan-accelerates-grants-rare-earth-reduced-robot-motor-magnets-142) | Japan | Daido Steel, Shin-Etsu Chemical, Aichi Steel, Hitachi Astemo | high | <https://www.meti.go.jp/report/tsuhaku2023/2023honbun/i2120000.html> |
| August 28, 2026 | [China mandates digital tracking codes for heavy rare earth shipments to tighten export control](https://eastasiabrief.com/energy-minerals/china-mandates-digital-tracking-codes-heavy-rare-earth-shipments-20) | China | China Rare Earth Group, China Northern Rare Earth Group High-Tech, JL MAG Rare-Earth, Ningbo Yunsheng | — | — |

Publisher: East Asia Brief — https://eastasiabrief.com/