Monday, October 27, 2025

Japan Pushes Rare Earths Supply Chain Alliance With U.S. Amid Tariff Talks

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Japan plans to propose stronger cooperation with the United States to reinforce the rare earths supply chain. Prime Minister Shigeru Ishiba reportedly presented the idea to President Donald Trump during a 25-minute call on Thursday evening.

During the call, Ishiba emphasized economic security and mutual benefit. Both leaders agreed to explore deeper collaboration across several sectors. Japan initiated the conversation to strengthen bilateral relations and advance negotiations on tariffs.

Government sources confirmed that Japan views the rare earths supply chain as a crucial bargaining chip. The strategy also targets semiconductors and shipbuilding. Tokyo believes greater cooperation in these areas can balance future trade deals.

Earlier, Trump urged Japan to support U.S. efforts on rare earths and economic resilience. This followed China’s move to restrict exports of seven rare earth minerals to the United States in April. These actions came in response to Trump’s tariff policies.

Rare earths play a key role in producing electric vehicles, smartphones, and advanced military equipment. As a result, Japan wants to ensure a stable and secure rare earths supply chain. Tokyo sees this issue as vital for both national and economic security.

Furthermore, Japan may offer technical support for mineral refining. Officials also considered working with third countries to cut processing costs. These nations must have skilled labor and necessary infrastructure.

The rare earths supply chain discussion also connects with semiconductor cooperation. Trump wants to rebuild chip production in the U.S. Japan may help by providing semiconductor manufacturing equipment. If successful, this could boost U.S. exports and reduce the trade imbalance.

Meanwhile, Japan proposed building next-generation ships with the U.S. This plan comes as China dominates global shipbuilding and ship repair. Tokyo believes joint shipbuilding projects could revive American industry and create jobs.

Additionally, economic revitalization minister Ryosei Akazawa mentioned defense deals. He suggested Japan might increase U.S. defense equipment purchases. This move could support trade talks while strengthening security ties.

Akazawa flew to Washington for high-level trade discussions. He is scheduled to meet U.S. Treasury Secretary Scott Bessent on Friday.

Japan remains committed to securing a robust rare earths supply chain, especially as global competition intensifies. Leaders in Tokyo and Washington aim to align on shared goals through continued talks and action.

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