#supply-chain

Japan to subsidize rare earth recycling infrastructure from 2026, aiming to reduce 80% dependence on Chinese imports. Will the economics work?

Seven-Eleven Japan partners with Mitsui to support regenerative farming in Brazil. But is this genuine sustainability or corporate green theater?

Peak Energy's sodium-ion batteries promise to reduce lithium dependence, but supply chain hurdles remain. The real challenge isn't materials—it's manufacturing.

Phison CEO warns of severe memory chip shortage in late 2026 that could force product cuts and company closures across tech industry

Rare earth prices surge past MP Materials' price floor, hitting tech giants and EV makers with rising costs. China's supply dominance creates vulnerability for global manufacturers

China controls 91% of rare earth processing that powers most EVs. As automakers scramble for alternatives, the reality check is sobering - and Chinese companies are developing the same tech.

A prominent AI expert suggests quantum computing could synthesize rare earth substitutes in years, not decades. But analysts question whether tech alone can challenge China's entrenched dominance.

PM Takaichi signals cooperation with US on undersea rare earth development as allies seek to reduce China dependence. Can deep-sea mining reshape global supply chains?

US finalizes steep tariffs on Chinese battery-grade graphite, forcing EV supply chain restructuring. Winners and losers emerge as America seeks China alternatives.

SMIC warns semiconductor industry in 'crisis mode' as memory shortage threatens global tech supply chains. Who wins and loses in this unprecedented crunch?

US business inventories rose less than expected in November. Are companies being cautious about 2026, or is strong demand eating through stock faster than anticipated?

Japan launches ambitious strategy to reduce 90% dependence on Chinese rare earths through seabed mining and alternative suppliers. Can it work?