It is near at hand to the government so that “Public opinion” of China may start the export regulation of the rare earth (rare earth) as an economic sanction countermeasure to Japan. Chinese media enumerate, and bull the market details that the industrial world in Japan went this way and that in the export regulation after the case of the Chinese fishing boat collision in September, 2010.
However, a situation slight whether it can step forward to the export regulation for the rare earth.
The reason for two years ago is that it changes completely. the situation
The lower body was strengthened from reflection to the China risk two years ago though the industrial world in Japan that relied on a cheap rare earth from China. To reduce a dependency toward China, Japan company developed the recycling technology of the product and the rare earth that did not use the rare earth in succession.
As a result, the rare earth toward Japan amount of export of China becomes a proportion 34% previous year decrease in 11, and exists in a drastic decreasing tendency this year. Japan company is a verification lingua as for “It is possible to do if it does”.
Moreover, the supply such as Australia becomes full-scale, and the demand from China has decreased more and more.
The surveillance of the international society is also severe.
World Trade Organization (WTO) receives bringing a case of Japan-U.S.-Euro over the rare earth export restriction countermeasure of China, and is a decision in August as for the start of the investigation. It declares in the immediate aftermath and the temperature heirloom Prime Minister is declaring to German Prime Minister Merkel who visits China he or she doesn’t do the export control of the rare earth.
The industry segments affiliate is “The amount of export also has the possibility that it doesn’t reach the frame” ..China.. ..setting lingua.. Tomiru in 30,966 tons of the proportion level-off of this year’s rare earth output limits last year. Export to Europe and America is not spirited in the background of a European debt crisis, and as much as 43% is a setback lingua in the rare earth export gross weight of China in the first six months of the term of this year.
The rare earth industry segments in China are decreased the profit drastic across the board. The falling in price of the rare earth because of overproduction by the country and the inventory increase in addition to the depression of export was a big “Miscalculation” for China
The price of an indispensable dysprosium oxide for manufacturing such as efficient motors of the energy saving car compares in Jiangxi Province in the main home of the rare earth that is one with three million origins a ton (about 37.2 million yen) in September and the crash in 1/3 according to Shincasha.
It declines by about 38% until 360,000 origins after a peak of one ton =580,000 origins where the neodymium oxide that became the raw material of a strong magnet was applied in March this year, too in September.
To eliminate the inventory, the trader in China is driven in to decrease in output and the stop of production.
Operating ratio of the shop is 60 percent decrease and Iu of the peak for the major nedymium magnet manufacturer in Shanxi Province.
When he or she has entreated “It wants Japan company to procure the rare earth more” etc. and the trade enlargement, the trader in China is Iu according to the industry segments affiliate.
If a Chinese government launches out into the export regulation as economic sanction toward Japan under such a situation, a Chinese enterprise that assumes Japan to be a powerful destination for export receives the blow oppositely.
“If the rare earth is used for the countermeasure leverage, China is exposed again to an international criticism”‘s (Japan-China relations muscle) is certain while the investigation by WTO is also advanced.
How should China deal with the Casearia graveolens “Trump card” to make the luck?Japan acquired a good experience of the rare earth problem.
http://www.sankeibiz.jp/business/news/121005/bsg1210050502001-n1.htm
http://www.sankeibiz.jp/business/news/121005/bsg1210050502001-n2.htm
http://www.sankeibiz.jp/business/news/121005/bsg1210050502001-n3.htm
コメント