Overview

• Beijing’s early April curbs targeted seven heavy and medium rare earths — including dysprosium and samarium — that feed EV motors, rotors and transmissions.
• Germany’s VDA and the Alliance for Automotive Innovation warned months ago that tight supplies of magnets risked idling assembly lines worldwide.
• A limited number of export licenses granted by China in June has failed to stem continued shortages of magnets and other rare earth–based components.
• Kyodo News reports that Nissan has trimmed production forecasts for its next-generation LEAF series in response to the parts deficit.
• Sources tell Reuters that Suzuki suspended output of its Swift subcompact model last month until material supplies recover.