Japan is also particularly well positioned because China had used rare earths against them first in 2014. Since then they've created basically a strategic rare earths reserve and done research on how to build some components without them. It's not an absolute solution but between this and future development in friendlier nations, I don't think the rare earth risk is as acute for Japanese automakers.

I do think the original point about lower complexity vehicles being a threat to the suppliers has some merits though. Germany faces a very similar dilemma and made similar decisions.