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Sojitz Diversifies Rare Earths Supply Away From Australia

Japanese trading house Sojitz Corp. is pursuing rare earths sourcing opportunities across Southeast Asia and other regions to reduce reliance on Australian supplies. The shift reflects industry recognition that supply chain resilience requires geographic diversification of critical mineral sources. Southeast Asia has emerged as a key manufacturing destination, with Vietnam recording 22.2% year-on-year trade growth in early 2026. Regional trade dynamics are reshaping as major economies pursue new partnership frameworks. Sojitz joins other major corporations reassessing sourcing patterns to mitigate concentration risk in critical material chains.