China-Japan relations worsen as China's rare earth exports to Japan in May fall nearly 35%
China's rare earth exports to Japan drop sharply, tightening supply of critical mineral inputs for Japanese industry.
Source →The trace
How it reaches your house.
Starting from Rare-earth elements (NdPr), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Rare-earth elements (NdPr) →Shortage riskNdPr is a critical input to rare earth magnets with dependency_strength 0.9, so a severe China-to-Japan NdPr supply tightening should materially constrain magnet availability.
84% confidenceRare-earth elements (NdPr) →Stands to benefitAs a non-sole supplier of rare-earth elements with 12% market share and moderate substitutability, MP Materials is a plausible alternative supplier beneficiary when China-origin supply to Japan tightens.
52% confidenceRare-earth elements (NdPr) →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets
Companies you may own
MPLynas Rare Earths Ltd.
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.