According to Argus, when is Japan expected to resolve its heavy rare earth supply shortage?

According to Argus, Japan's heavy rare earth supply shortage is expected to last until 2027–2028, as the supply-chain diversification projects supported by JOGMEC will not achieve规模化产能 (scaled-up production capacity) until then.

What is the current status of Japan's heavy rare earth supply for manufacturers, as reported by Argus?

As reported by Argus on August 17, Japanese manufacturers currently receive only about two-thirds of their required rare earth supply, with the shortfall concentrated in the heavy rare earth segment.

Argus: Japan Heavy Rare Earth Supply Shortage Expected to Last Until 2027-2028

Aug 20, 2026

Argus reports Japan's heavy rare earth supply shortage may persist until 2027-2028 due to project timelines. Manufacturers currently secure only two-thirds of demand despite JOGMEC-backed diversification efforts.

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Argus: Japan Heavy Rare Earth Supply Shortage Expected to Last Until 2027-2028

Argus: Japan Heavy Rare Earth Supply Shortage Expected to Last Until 2027-2028

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