日本将在纳米比亚启动稀土资源开发

Core Viewpoint - Japan is initiating the development of rare earth resources in Namibia, focusing on the extraction of dysprosium and terbium, essential for electric vehicle motors, to diversify its procurement network and enhance economic security [2][4]. Group 1: Rare Earth Resource Development - The Japan Organization for Metals and Energy (JOGMEC) has confirmed the presence of dysprosium and terbium reserves in Namibia, which are crucial for electric vehicle applications [2]. - JOGMEC is currently recruiting companies for mining development and is considering establishing a refining plant in Namibia to remove impurities [2]. Group 2: Market Demand and Supply Dynamics - Predictions indicate that the demand for rare earth elements will more than double by 2040 compared to 2024 levels, highlighting the growing importance of these resources in advanced technology [4]. - China currently dominates global rare earth production, and recent geopolitical tensions have led to increased export controls on rare earths to Japan [4]. Group 3: Strategic Partnerships - JOGMEC, in collaboration with Sojitz Corporation, invested in Lynas, Australia's largest rare earth company, which has begun supplying dysprosium and terbium to Japan [4]. - In 2025, JOGMEC partnered with Iwatani Corporation to invest in a French rare earth company, securing supply contracts that include dysprosium [4].