AGP Executive Report
Last update: 10 hours agoRare Earths Supply: Japan confirmed deep-sea mud near Minamitorishima contains unusually high heavy rare earths, with 54% of total rare earth content in medium/heavy elements like yttrium and dysprosium, and plans a full-scale mining trial in February 2027 to test continuous lifting at 6,000m. Sovereign AI Infrastructure: NAVER, Brookfield and NVIDIA announced a major expansion of Korea’s “AI factory” compute at NAVER’s GAK Sejong data center, scaling NVIDIA DSX capacity from 55MW to 200MW with up to $10B in funding. Japan Business Restructuring: Nippon Paint will reorganize Japan operations from Jan. 1, 2027, dissolving its Surf Chemicals unit and integrating parts of its surface treatment/coatings business into existing group companies to unify product development and technical services. EV Tech in Focus: Honda launched the ZR-V e:HEV in India, imported from Japan, bringing its 2.0L e:HEV hybrid system and claimed 22.80 km/l efficiency to a premium SUV segment. Defense Readiness Training: U.S. Air National Guard units joined Japan-based CBRN response exercises at Misawa Air Base, including drone-crash and hazardous vapor scenario drills to strengthen command, sampling and decontamination procedures.
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