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Wire · operational-macro

[SMM Tungsten Express] Japan's response to China's tungsten export con

Published

30 July 2026

Topic

operational-macro

Sectors

Advanced Materials

Geography

Japan

Source

Read at news.metal.com

Verified

Fusion42 · 30 July 2026 · Fusion42 review

Following China's tungsten export controls in early 2025, Japan has rapidly diversified its supply by massively increasing scrap imports from Western countries and investing in domestic recycling and production capacity. Major Japanese firms are committing hundreds of millions to expand their capabilities, with government support, to mitigate strategic risk from mineral dependence.

This Wire brief sits within Fusion42's coverage of Advanced Materials. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.

◆ The Wire takeaway

Japan has just demonstrated the playbook for escaping dependency on Chinese critical materials. Its industrial giants are now buying the technology and equipment for tungsten recycling and new production at scale; these are the new customers that a sovereign supply chain policy creates for you.

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Topics

Advanced Materialssupply-chaincritical-mineralsgeopoliticsjapande-risking