China Bans Rare Earths Exports To Japan Over Taiwan Spat

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China has banned rare earth exports to Japan in response to a diplomatic spat, escalating tensions between the two trade partners.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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China has banned the export of several rare earth minerals to Japan over controversial remarks made by Japan’s Prime Minister regarding Taiwan, marking a new low in deteriorating relationships between the two trade partners. According to a commerce ministry statement on Tuesday, China has banned exports of dual-use items, including certain rare earth elements, to Japan, effective immediately. Dual-use items include technologies, goods or software with both civilian and military applications. Beijing’s latest move is a reaction to controversial…

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Original article published by OilPrice.com on January 8, 2026.
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