# Critical Minerals in East Asia — 2026 Q4

3 developments logged by East Asia Brief in 2026 Q4, with the companies exposed and the primary document behind each one.

| Date | Development | Where | Companies exposed | Confidence | Source |
| --- | --- | --- | --- | --- | --- |
| October 8, 2026 | [Malaysia curbs raw rare earth exports to force local refining in 2026](https://eastasiabrief.com/energy-minerals/malaysia-curbs-raw-rare-earth-exports-force-local-refining-605) | Global | DTEC Mineral & Metal Technology, Lynas Rare Earths | medium | https://asianews.network/malaysias-raw-rare-earths-may-be-exported-for-rd-processing-parliament-told/ |
| October 14, 2026 | [EU accelerates Vietnam critical mineral pact to hedge China risks](https://eastasiabrief.com/semiconductors/eu-accelerates-vietnam-critical-mineral-pact-hedge-china-risks-709) | Global | Masan High-Tech Materials | high | https://www.consilium.europa.eu/en/press/press-releases/2026/01/29/joint-statement-on-upgrading-relations-between-the-european-union-and-viet-nam-to-a-comprehensive-strategic-partnership/ |
| October 16, 2026 | [Titan Mining plans $50 million Alabama anode graphite plant](https://eastasiabrief.com/energy-minerals/titan-mining-plans-50-million-alabama-anode-graphite-plant-746) | Global | Titan Mining | high | https://www.sec.gov/Archives/edgar/data/1791703/000117184326006477/f6k_100626.htm |

Cite as: East Asia Brief, "Critical Minerals in East Asia — 2026 Q4." https://eastasiabrief.com/reports/2026-q4/critical-minerals