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#China

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Society

Minami-Torishima Rare Earths: Why Japan's Top Expert Says 'Don't Mine It'

Japan pulled rare earth mud from 6,000m down in February 2026, but the 'Rare Metal King' Shigeo Nakamura says don't commercialize it. His counterintuitive argument: Minami-Torishima's 16 million tons is worth more as a silent deterrent co-held with the US than as a commercial mine. We unpack Nakamura's career, his 'don't mine, but keep the capacity' thesis, and how it compares to the US SPR, Project Vault, and Chinese stockpile strategy.

Society

G7 Rare Earth De-Risking: Steady Progress, Too Slow. Why Japan's MDB Funding Marks a New Phase

At the G7 finance ministers' expanded meeting on April 17, 2026 in Washington, members aligned on strengthening critical mineral supply chains. Japan committed $20M each to the Asian and Inter-American Development Banks, marking a pivot to the resource-country funding phase. From the Japan-EU BRT proposal to the Kananaskis CMAP, C$6.4B (~US$4.6B) in unlocked projects, and now MDB funding, progress is real. But China still processes 90% of rare earths. A sober assessment of whether 'slow but steady' is actually fast enough.

Business & Economy

EV Boom Stalls: Why Toyota and Honda Hybrids Are Making a Global Comeback in Thailand, China, and Europe

Thailand's BEV sales turned negative in 2024 while hybrid sales surged nearly 50%. Falling resale values, thin charging infrastructure and retreating Chinese brands exposed the limits of the EV boom. As markets from Bangkok to Berlin recalibrate, Toyota and Honda's multi-pathway strategy looks better than it did. A data-led look at the EV slowdown across Thailand, China and Europe.

Business & Economy

China's AGIBOT Enters Japan's Robot Market: "Bigger Than Cars" Claim Sparks Humanoid Race Between China, Tesla, and Japan's Industrial Giants

AGIBOT, the world's top humanoid robot shipper from China, has established a Japanese subsidiary for full-scale market entry. Having shipped over 5,100 units globally in 2025 with 39% market share, the company claims the humanoid market will surpass the auto industry. We examine how Japan — an industrial robotics powerhouse — now trails China and the US in humanoid development, and explore adoption potential in Japan's labor-starved manufacturing and elderly care sectors.