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| Japan and US Rare Earth Mining |
Japan and US Strengthen Rare Earth Cooperation
Japan and the US have announced joint rare earth mining exploration near Minamitori Island. This initiative aims to secure stable supply and reduce China’s market dominance. Japanese Prime Minister Sanae Takaichi confirmed the plan during her meeting with US President Donald Trump, emphasizing strategic and economic importance. The project targets rare earth mud deposits located 1,900 km southeast of Tokyo within Japan’s exclusive economic zone.
Feasibility Tests and Production Plans
Japan plans to begin testing extraction feasibility from depths of 6,000 meters in January. According to government sources, surveys confirmed rich rare earth mud between 5,000–6,000 meters near Minamitori Island. If tests succeed, trial operations could start in January 2027, aiming to recover 350 tonnes of mud per day. Meanwhile, the framework agreement with the US ensures technology sharing and stable supply chain development.
Global Market Context and Strategic Implications
China currently dominates global rare earth production, while the US and Myanmar contribute roughly 12% and 8%, respectively. As a result, Japan and the US partnership could shift supply dynamics and strengthen economic security. Additionally, domestic production will support Japan’s broader industrial and defense strategies. Consequently, stakeholders in steelmaking, electronics, and recycling industries should closely monitor these developments.
ScrapInsight Commentary
The Japan-US rare earth collaboration could gradually reduce global reliance on China, enhancing supply chain resilience. Prices may stabilize in the medium term, while strategic projects near Minamitori Island strengthen Japan’s maritime and industrial security, with positive implications for recycling and circular economy initiatives.
