Japan expands its strategy to diversify the import of rare earth elements from Australia

To ensure energy security and technological independence, Japan is actively working to diversify sources of critical rare earth elements. According to financial analysis sources, including Jin10, the country is taking concrete steps to expand cooperation with Australian producers. This strategy aims to reduce dependence on traditional suppliers and strengthen supply chain stability.

Expanding Supplies Through Sojitz

Japanese corporation Sojitz is implementing an ambitious plan to increase the supply of rare and medium-heavy rare earth elements from Australia. According to current plans, by mid-2027, the company intends to expand its procurement range from two types of elements to six. Starting from April this year, Sojitz will begin importing samarium from Australian sources, marking a new stage in diversifying Japan’s supply base in this sector.

The Role of Lynas and the Malaysian Plant

A key partner in this initiative is Lynas — Australia’s leading rare earth company, in which Sojitz has a stake. The company extracts rare earth elements in Western Australia, but primary processing and separation will be carried out at a new Malaysian plant, which is being commissioned. This two-stage model not only diversifies the geographic sources but also optimizes technological processes, providing Japan with more reliable access to critical materials for high-tech manufacturing.