Exports of heavy rare earths are stagnating says a source, cited by Nikkei; they suggest that are granting export permits just ahead of a serious impact on the operation of automobile factories

The stagnation of heavy rare earth exports, as reported, suggests potential supply disruptions that could significantly impact the automotive sector. This is particularly critical as manufacturers are likely to face operational challenges, raising concerns about production continuity. Watch for market reactions in related commodities and equities as this situation develops.