Saudi Arabia claims 110 million tonnes of mineralized material at Jabal Sa'id with heavy rare earths and uranium, but grades and economics remain undisclosed.
Company Profile
Japan Organization for Metals and Energy Security (JOGMEC)
Overview
About Japan Organization for Metals and Energy Security (JOGMEC)
The Japan Organization for Metals and Energy Security (JOGMEC) is a Japanese government agency under the Ministry of Economy, Trade and Industry (METI), headquartered in Minato-ku, Tokyo. Established in 2004, JOGMEC safeguards the nation’s supply of oil, gas, metals and critical minerals through exploration support, overseas investment, technology development, mine-pollution control and strategic stockpiling. It runs Japan’s national rare-metal stockpile, set up in 1983 as a government-private system. In rare earths, JOGMEC and Iwatani decided in March 2025 to invest up to 110 million euros in equity and debt in France’s Caremag, which is building a rare earth refinery at Lacq designed to process recycled material as well as concentrates. In October 2025 REalloys said it had signed a memorandum of understanding with JOGMEC to collaborate on rare-earth development and supply.
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REEx Intelligence
Recent Articles
Aclara Resources signs a JOGMEC joint venture giving Japan a 30% earn-in on Brazilian heavy rare earth exploration, with up to $4.5M in government-backed
America can identify critical minerals but still lose them. REEx explains the Strategic Execution Gap and what the U.S. must build to compete in Great
Southern Alliance Mining met with Malaysia's JMG to advance heavy rare earth development, as global powers compete for access to dysprosium and terbium
Atlantic Council backs allied rare earth supply networks over national champions, as Europe quietly builds resilience through France, Estonia, and Japan
Carester, a French rare-earth separation company, may be the West's most critical link in the mine-to-magnet chain, backed by €216M and key global partners.
Europe proposes a JOGMEC-style Critical Raw Materials Centre to finance and secure critical mineral supply chains, signaling the end of free-market
JOGMEC and Toyota Tsusho invest C$47.7M in Namibia's Lofdal project to secure dysprosium and terbium outside China, but a commercial mine remains years away.
Japan's 15-year rare earth diversification strategy reduced mining dependence but left China in control of separation, metals, and magnets—the real chokepoints.
In H1 2026, major traders like Traxys, Mercuria, and Sojitz reshaped rare earth supply chains through offtakes, reserves, and state-backed deals amid
China's export controls on gallium and germanium exposed Western vulnerabilities. Learn why refining capacity—not mining—is the decisive strategic advantage.
Japan eyes Greenland's rare earth deposits to cut China dependence, but geology, infrastructure gaps, and processing bottlenecks make supply chain
China's 80% rare earth export cut to Japan reveals that 15 years of diversification still hasn't replaced Beijing's dominance in processing and magnets.
Malaysia holds 16.1M metric tonnes of rare earth resources, but fragmented federal-state governance may prevent the country from capitalizing on its
China selects state-owned Guangyan International to centralize overseas mining investments under NDRC guidance, signaling a major shift in global critical
Malaysia and Japan's JOGMEC are exploring 1,400 hectares in Kelantan for rare earths, potentially anchoring an ex-China heavy rare earth supply chain with
Japan's Sojitz targets Laos, Cambodia, India for rare earth supply, signaling Great Powers Era 2.0 shift in Southeast Asia critical minerals.
France's rare earth plan targets permanent magnets sovereignty with CAREMAG, Japanese capital, and procurement rules to break China's grip
Gallium and germanium supply chains are concentrated in China, creating strategic vulnerabilities for semiconductors and defense optics.
Japan-France-Malaysia triangle targets heavy rare earth midstream to break China's 90% processing dominance. Caremag starts late 2026.
France Japan rare earth partnership aims to diversify supply chains away from China, but structural constraints keep Beijing's dominance intact.
Japan secures heavy rare earth supply chain through JOGMEC-Toyota Tsusho partnership in Namibia's Lofdal project for dysprosium and terbium.
China controls rare earth magnet production for EVs. Automakers shift to magnet-free motors as supply chain vulnerability persists through 2026.
Lynas JARE agreement extends through 2038 with $110/kg NdPr price floor, securing Japan's rare earth supply and reshaping global markets.
Japan and India explore rare earth supply chain cooperation in Rajasthan, but refining capacity remains China's enduring advantage.
Japan plans Namibia dysprosium and terbium supply chain development to reduce China dependence, but separation capacity remains the critical bottleneck.
Japan's rare earth processing capacity strategy prioritizes recycling & tech over mining to reduce China dependence by 2035, new analysis shows.
Allied governments invested over $3B in critical minerals supply chain projects in 2025, yet still fall short of China's dominance in rare earths.
Japan's $250M critical minerals investment pales against U.S., Australia spending—signal of intent but lacks scale for supply chain resilience.
Lynas Rare Earths (ASX:LYC) jumped 10% on Jan 7, 2026, but is this technical rebound sustainable without fundamental catalysts?
2025 marked the shift from aspiration to action in building ex-China rare earth supply chains—mines secured funding, refineries broke ground, magnets shipped.
Ex-China rare earth supply chain shifts from strategy to reality with new refineries, recycling hubs, and government-backed projects across North America, Euro…
South Korea maintains 80% reliance on Chinese rare earths while Japan diversified. China's export controls threaten Korean EVs & tech sectors.
Weekly rare earth stock performance: MP Materials gains 7%, USAR surges 25% on supply deal, sector up 83% YTD despite 3% pullback.
U.S., Saudi Arabia, and global allies forge new rare earth supply chain deals worth billions to counter China's dominance in critical minerals.
Lynas begins exporting heavy rare earths to Japan via Sojitz, creating the first non-Chinese dysprosium and terbium supply chain.
U.S. invests $1.4B in magnet production as allies race to build rare earth supply chain alternatives to China's 85% dominance.
India's ₹4,600 crore chip push faces a critical gap: rare earth refining capacity. Without mineral independence, semiconductor self-sufficiency remains aspirat…
U.S., Canada & allies invest billions in ex-China rare earth supply chain with new mines, processing plants & magnet facilities to counter Beijing's dominance.
U.S., Australia, and Japan commit $10.7B to build non-China critical minerals supply chain with price floors, tech transfers, and mine-to-magnet deals.
Critical analysis of IFP's Operation Warp Speed rare earths proposal—what works, what's missing, and why mining isn't mRNA. Investor reality check.
October 13-17, 2025 saw major rare earth financing deals totaling $83M+ across US, Greenland, accelerating the ex-China supply chain build-out.
CETEx report reveals strategic mineral stockpiling as a critical tool for managing global supply shocks and economic resilience in an era of trade fragmentatio…
Australia launches groundbreaking critical minerals reserve, offering allies strategic access to rare earth elements and challenging China's global mineral mar…
China's grip on heavy rare earth exports threatens global industrial supply chains, with Korea's industries and international markets facing potential disrupti…
France's Caremag facility aims to break China's rare earth monopoly, investing $245M in processing and recycling to diversify global critical minerals supply.
China dominates the heavy rare earth supply chain through Myanmar, controlling 98% of global refining with significant geopolitical and environmental implicati…
Carester is a pioneering rare earth processing company in Lyon, developing innovative recycling technologies and establishing Europe's first advanced rare eart…
Toyota's strategic approach to diversifying rare earth supply chains, navigating geopolitical challenges and technological innovations in critical minerals sou…
Africa emerges as a critical rare earth minerals hub, with eight major projects set to supply 9-10% of global demand by 2029, challenging China's dominance.
Explore the complex world of rare earth contracts, from mining to magnets, and how strategic partnerships are reshaping the global supply chain outside China.
Explore the complex world of rare earth element contracts outside China, revealing intricate pricing strategies, legal safeguards, and geopolitical dynamics in…
The U.S. struggles to break China's rare earth dominance, requiring a comprehensive industrial strategy to secure critical minerals and national technological…
Vietnam emerges as a strategic rare earth mining hub, challenging China's dominance with ambitious projects like Dong Pao and international partnerships.
Explore the urgent need for a comprehensive U.S. strategy on critical mineral supply chains, addressing systemic challenges and industrial policy gaps.
Japan's strategic approach to critical mineral supply chains offers a resilient model for navigating geopolitical tensions and securing essential resources.
Carester's Caremag project secures €216M to build Europe's first large-scale rare earth recycling plant, reducing dependency on Chinese imports.
Japan invests €100M in French rare earth supply chain project, reducing China dependence and securing critical mineral resources for EV technology.
Namibia Critical Metals receives environmental clearance for Mining License 200, advancing the Lofdal Heavy Rare Earth Project with strategic partnerships.
