Critical Minerals in East Asia — 2026 Q4
Every Critical Minerals development in Korean, Chinese and Japanese industry that East Asia Brief logged in 2026 Q4 — 3 entries with dates, the companies exposed, and the primary document behind each one.
3developments logged
2with a primary document
1markets touched
4companies named
| Date | Development | Where | Companies exposed | Confidence | Source |
|---|---|---|---|---|---|
| Malaysia curbs raw rare earth exports to force local refining in 2026 Revised export guidelines cap research shipments at 100 metric tons and require overseas processing applicants to build domestic… | Global | DTEC Mineral & Metal Technology, Lynas Rare Earths | medium | asianews.network | |
| EU accelerates Vietnam critical mineral pact to hedge China risks Internal documents urge Brussels to fund Vietnamese mining of defense metals as leaders prepare for bilateral talks ahead of a… | Global | Masan High-Tech Materials | high | consilium.europa.eu | |
| Titan Mining plans $50 million Alabama anode graphite plant The Canadian miner agreed to an Army base lease to refine domestic flake into battery-grade materials, countering Chinese control… | Global | Titan Mining | high | sec.gov |
Most exposed this quarter
Other reports for 2026 Q4
Compiled from East Asia Brief briefings published in 2026 Q4. 3 of 3 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 Q4.” https://eastasiabrief.com/reports/2026-q4/critical-minerals