Critical Minerals in East Asia — 2026 Q3
Every Critical Minerals development in Korean, Chinese and Japanese industry that East Asia Brief logged in 2026 Q3 — 5 entries with dates, the companies exposed, and the primary document behind each one.
5developments logged
5with a primary document
3markets touched
19companies named
| Date | Development | Where | Companies exposed | Confidence | Source |
|---|---|---|---|---|---|
| Korea doubles US rare earth imports to counter China quotas Inbound deliveries of American rare earth oxides reached $19.06 million as manufacturers diversify magnet feedstocks, though… | Korea | MP Materials, POSCO International, Seong-An, Energy Fuels | high | investors.energyfuels.com | |
| China and South Africa advance battery mineral refining pact Beijing seeks overseas processing hubs to bypass Western trade barriers as Pretoria demands that refiners add value to its 37%… | China | Contemporary Amperex Technology, BYD | high | english.mofcom.gov.cn | |
| LiBEST signs non-China graphite anode deal with Canada's GBM for 2027 The non-binding agreement covers Canadian natural graphite qualification for defense cells, targeting initial shipments by 2027… | Korea | LiBEST, Global Battery Materials, Lomiko Metals | high | iva.or.kr | |
| Korea signs uranium and nuclear pacts with Kazakhstan in Seoul The 13 bilateral pacts signed Sept. 15 target uranium from the top global producer and establish a joint critical metals… | Korea | Korea Hydro & Nuclear Power, Doosan Enerbility, China National Nuclear Corporation | high | kiat.or.kr | |
| Japan and Australia advance critical minerals security pact The bilateral framework deploys A$1.67 billion in public capital and long-term offtake agreements to insulate rare earth, gallium… | Global | Lynas Rare Earths, Sojitz, Alcoa, Ardea Resources | high | meti.go.jp |
Most exposed this quarter
Other reports for 2026 Q3
Compiled from East Asia Brief briefings published in 2026 Q3. 5 of 5 entries link the document they rest on; the source column points at that document, not at our coverage of it. Confidence grades are explained on our methodology page. A quarter closes when it ends — this page does not change afterwards except to correct an error. Something missing? Tell us.
Cite as: East Asia Brief, “Critical Minerals in East Asia — 2026 Q3.” https://eastasiabrief.com/reports/2026-q3/critical-minerals