China reportedly halts some rare earth shipments to US. Not a new blanket ban, or any mention of specific rare earths. But… if I had to guess, Japan ...

China reportedly halts some rare earth shipments to US.Not a new blanket ban, or any mention of specific rare earths. But… if I had to guess, Japan is usually a decent indicator of what’s actively important since Japan:- “sources virtually all of its dysprosium and terbium from China.”- gallium, dysprosium, terbium and yttrium from China to Japan all stood at “zero” in June. - Shin-Etsu Chemical has reportedly suspended acceptance of new orders for magnets containing dysprosium.- Global magnet producer Proterial had received no export licenses for Chinese dysprosium as of last monthThe Reuters piece mentioned...