Critical Minerals tracker
Every Critical Minerals development in Korean, Chinese and Japanese industry that East Asia Brief has logged — with dates, the companies exposed, and a link to the primary document where one exists.
| Date | Development | Where | Companies exposed | Confidence | Source |
|---|---|---|---|---|---|
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 |
Companies appearing in this tracker
This tracker is built from East Asia Brief briefings and updates as we publish. Where a briefing rests on a document we can link, the source column points at that document, not at our coverage of it. Confidence grades are explained on our methodology page. Something missing? Tell us.