担忧中方稀土反制,日本拉G7给自己壮胆
Guan Cha Zhe Wang·2026-01-09 12:38

Core Viewpoint - Japan is intensifying efforts to seek support from G7 members and other countries in response to China's recent export control measures on critical minerals, which are perceived as a threat to global economic security [1][3][7]. Group 1: Japan's Diplomatic Efforts - Japanese Finance Minister Shunichi Suzuki announced a visit to the U.S. to discuss critical mineral issues with other "democratic countries" [1]. - Japan's Defense Minister Kishi Nobuo plans to meet with U.S. Defense Secretary Lloyd Austin to strengthen defense ties [1]. - Prime Minister Kishi's upcoming summit with South Korean President Yoon Suk-yeol aims to reaffirm the alliance between the U.S. allies [1][6]. Group 2: China's Export Controls - China's Ministry of Commerce announced strengthened export controls on dual-use products to Japan, with potential tightening on heavy rare earths [3]. - Reports indicate that China has begun to reduce exports of rare earths and related materials to Japan, impacting supply chains [3][4]. - Japanese officials are closely monitoring the situation, emphasizing the importance of maintaining smooth international trade in rare earths [3][4]. Group 3: Economic Implications - The current export controls have led to extended procurement cycles for rare earth magnets, particularly neodymium-iron-boron magnets, from 1-2 months to 3-4 months [4]. - Japanese companies are preparing for potential supply delays by stockpiling materials, with some firms reportedly holding about six months' worth of inventory [4]. - Analysts warn that prolonged restrictions on rare earth imports could result in a 0.43% reduction in Japan's nominal and real GDP if sustained for a year [7].

担忧中方稀土反制,日本拉G7给自己壮胆 - Reportify