Xi Risks Global Blowback If China Cuts Off Rare Earths for Japan

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China has not yet used rare earths as a retaliatory measure against Japan, despite previous tactics, but analysts warn that doing so could lead to global repercussions.

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Market impact analysis based on neutral sentiment with 60% confidence.

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Neutral
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60%

Article Context

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From warning tourists to halting seafood imports, China has followed a well-worn playbook in punishing Japan for Prime Minister Sanae Takaichi’s remarks linking a Taiwan conflict to her country’s security. But one weapon remains conspicuously holstered: rare earths.

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Original article published by Bloomberg on November 20, 2025.
Analysis and insights provided by AnalystMarkets AI.