# Critical Minerals tracker — Korea, China, Japan

Every Critical Minerals development East Asia Brief has logged, with the companies exposed and the primary document where one exists.

**Entries:** 5  
**Updated:** September 29, 2026  
**Source:** https://eastasiabrief.com/tracker/critical-minerals

| Date | Development | Where | Companies exposed | Confidence | Primary source |
| --- | --- | --- | --- | --- | --- |
| September 29, 2026 | [Japan and Australia advance critical minerals security pact](https://eastasiabrief.com/trade-policy/japan-australia-advance-critical-minerals-security-pact-432) | Global | Lynas Rare Earths, Sojitz, Alcoa, Ardea Resources | high | <https://www.meti.go.jp/english/press/2026/0520_001.html> |
| September 16, 2026 | [Korea signs uranium and nuclear pacts with Kazakhstan in Seoul](https://eastasiabrief.com/semiconductors/korea-signs-uranium-nuclear-pacts-kazakhstan-seoul-288) | Korea | Korea Hydro & Nuclear Power, Doosan Enerbility, China National Nuclear Corporation | high | <https://www.kiat.or.kr/front/board/boardContentsView.do?board_id=90&MenuId=&contents_id=8c7933269b124902b1f33dd0e6858212> |
| September 14, 2026 | [LiBEST signs non-China graphite anode deal with Canada's GBM for 2027](https://eastasiabrief.com/batteries-ev/libest-signs-non-china-graphite-anode-deal-canada-s-274) | Korea | LiBEST, Global Battery Materials, Lomiko Metals | high | <https://iva.or.kr/notice/BBS_0003/2957> |
| September 14, 2026 | [China and South Africa advance battery mineral refining pact](https://eastasiabrief.com/semiconductors/china-south-africa-advance-battery-mineral-refining-pact-268) | China | Contemporary Amperex Technology, BYD | high | <https://english.mofcom.gov.cn/News/SignificantNews/art/2025/art_6a71726a47e2499e9069c537be532696.html> |
| September 12, 2026 | [Korea doubles US rare earth imports to counter China quotas](https://eastasiabrief.com/energy-minerals/korea-doubles-us-rare-earth-imports-counter-china-quotas-253) | Korea | MP Materials, POSCO International, Seong-An, Energy Fuels | high | <https://investors.energyfuels.com/2025-03-17-US-Based-Energy-Fuels-and-South-Korea-Based-POSCO-International-Forge-Collaboration-to-Create-Non-China-Rare-Earth-Magnet-Supply-Chain> |

Publisher: East Asia Brief — https://eastasiabrief.com/