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‘Quad' nations announce critical minerals initiative amid China concerns

‘Quad' nations announce critical minerals initiative amid China concerns

Japan Times4 days ago
Top diplomats from 'the Quad' nations of Australia, India, Japan and the United States have agreed to work more closely to secure supply chains for critical minerals, including rare earths — a sector dominated by China — in a bid to cut back their reliance on Beijing.
In a joint statement released after a summit hosted by U.S. Secretary of State Marco Rubio in Washington on Tuesday, the four Indo-Pacific countries announced the launching of the Quad Critical Minerals Initiative, which they called 'an ambitious expansion' of the partnership that will 'strengthen economic security and collective resilience by collaborating to secure and diversify critical minerals supply chains.'
Rubio said the plans would allow 'not just access to the raw material but also access to the ability to process and refine it to usable material.'
'It's critical for all technologies and for all industries across the board,' he said. 'So having a diverse and reliable global supply chain of these is just one example of many that we can focus on and build upon and achieve some real progress on.'
According to a fact sheet outlining this and other measures from the meeting, the new critical minerals tie-up aims to strengthen cooperation on 'securing and diversifying reliable supply chains, and electronic waste (e-waste) critical minerals recovery and re-processing.' Quad members are also planning to coordinate with private sector partners 'to facilitate increased investments.'
Quad nations share concerns over China's virtual monopoly on a number of key minerals, including rare earths crucial for electric vehicles, drones and semiconductors, as well as for weapons such as fighter jets and missiles.
According to the International Energy Agency, China is estimated to account for about 62% of global rare earth production and 92% of their processing.
Highlighting the Quad's concerns, Beijing recently sought to use restrictions on the minerals as leverage in the U.S.-China trade war, a lesson the Asian behemoth also foisted upon Tokyo in 2010 following a maritime clash near the Japanese-controlled, Chinese-claimed Senkaku Islands.
While there were few other details on the new initiative, the four countries made it clear during the meeting that one goal was to reduce their dependence on Beijing.
'We are deeply concerned about the abrupt constriction and future reliability of key supply chains, specifically for critical minerals.This includes the use of non-market policies and practices for critical minerals, certain derivative products, and mineral processing technology,' top Quad diplomats said in a joint statement carefully crafted not to directly mention China.
'Reliance on any one country for processing and refining critical minerals and derivative goods production exposes our industries to economic coercion, price manipulation, and supply chain disruptions, which further harms our economic and national security,' it added.
Japanese Foreign Minister Takeshi Iwaya speaks during a meeting of top diplomats from "the Quad," as Indian External Affairs Minister Subrahmanyam Jaishankar (left), Australian Foreign Minister Penny Wong (second left) and U.S. Secretary of State Marco Rubio stand together at the start of talks at the State Department in Washington on Tuesday. |
REUTERS
In welcoming his Quad counterparts, Rubio touted the grouping as a 'very important partnership,' but urged more 'concrete actions' on key issues.
This, however, could prove to be a challenge.
All three U.S. partners in the Quad — including allies Japan and Australia — are grappling with how best to respond to President Donald Trump's onerous tariff campaign. Those trade moves, as well as Trump's perceived lack of focus on the Indo-Pacific region, have unnerved Quad leaders.
The Trump administration has also triggered unease in Tokyo and Canberra with its demands that both countries ramp up defense spending. Washington has also raised eyebrows about its regional commitment by announcing a review of its AUKUS security partnership with Australia and Britain.
Trump has singled out competition with China as a key focus of his administration, but, in the first six months of his presidency, domestic rows, conflicts in Ukraine and the Middle East and rising trade tensions have consumed much of its attention.
Asked about Washington's stance on the Indo-Pacific, Foreign Minister Takeshi Iwaya said the U.S. is 'unwavering' in its commitment to the region, pointing to Rubio's move to hold a first meeting of the Quad foreign affairs chiefs just an hour after being sworn into office in January.
'By holding this meeting again in person ... we were able to demonstrate to the international community the strength and importance of the Quad,' Iwaya said, adding that the meeting 'laid the groundwork for the success of this year's Quad leaders' summit.'
The meeting did see the U.S. stand by long-held positions on a number of regional concerns — at least on paper.
In their joint statement, the four countries reiterated boilerplate language, voicing "serious concerns regarding dangerous and provocative actions" in the South and East China seas that they said "threaten peace and stability in the region." They also reiterated a 'steadfast commitment to a free and open Indo-Pacific' and 'defending the rule of law, sovereignty, and territorial integrity,' while pledging to 'strongly oppose any unilateral actions that seek to change the status quo by force or coercion.'
In a win for Japan, the four also condemned North Korea's missile and nuclear weapons program, reaffirming their commitment to the 'complete denuclearization of the Korean Peninsula' and cooperation on 'the immediate resolution' of the issue of Japanese nationals abducted by North Korean agents in the 1970s and 1980s, according to the Foreign Ministry in Tokyo.
A Quad leaders' summit is scheduled to be held later this year in India, while Australia will host the grouping's next meeting of top diplomats in 2026.
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After the 2011 meltdowns at the Fukushima No. 1 nuclear plant, the world's worst nuclear crisis since Chernobyl, all of Japan's nuclear power stations were shut down while new safety standards were drawn up. Well over a decade on, only 14 of its 54 reactors have been restarted. Suttsu's large-scale wind farm was one of the first of its kind in Japan. | Chermaine Lee But as memories of Fukushima fade for some and global energy prices skyrocket, support for nuclear is again growing in Japan. In 2014, polls suggested 16% of Japanese people wanted an immediate phase-out of nuclear power but in 2024 that figure was just 5%. With this in mind, earlier this year Japan announced a contentious plan to boost nuclear energy in its mix from its current level of 8.5% to 20% by 2040, back up to its pre-Fukushima levels, as the country strives to realize its net-zero goal by 2050. Waste dumping ground Waste has always been an issue for nuclear power. When used up, the uranium rods that produce nuclear energy need to be disposed of. The rods are highly radioactive and hot, so they are usually buried — permanently — deep underground. This waste is currently being stored at an interim facility in Aomori Prefecture — despite some local opposition. This facility can only house the waste for 50 years and, despite less reliance on nuclear energy after the Fukushima disaster, 80% of the storage space was filled as of 2023. There had been a plan to reprocess the waste to recycle the energy, but the opening of the plant that would process the waste has faced delays and research took a hit after 2011, rendering the future of nuclear waste murky. Jacopo Buongiorno, professor of nuclear science and engineering at the Massachusetts Institute of Technology, said that, although storing waste is 'actually pretty straightforward,' it is also often highly controversial around the world. He added that current technology can prevent leakages of high-level waste after they go underground, as long as the assessment for a site is done right. Takeshi Kuramochi, a climate policy researcher at the NewClimate Institute, said the waste issue is a 'showstopper' for nuclear development and that, if Japan fails to meet its nuclear targets, it will likely resort to fossil fuels to fill the gap. To convince local governments to volunteer to store it under their land, the Japanese government offered ¥2 billion ($14 million) to any municipality that consented to literature surveys, which include a deep study of past earthquake records. If the municipality is deemed to be a suitable site for storage, a further ¥7 billion will be paid out for entering the four-year second stage of the site selection process. The last stage, which lasts for 14 years, will see a more detailed assessment with test tunnels and mock facilities, but the subsidy amount has yet to be determined. Divided villages On visits to both villages in May, the nuclear waste issue was at the top of peoples' minds, although opinions on it differed sharply. Dotted with worn-down houses along a wavy coastline, the streets of Kamoenai were nearly deserted. At the tourist information center where she works, bespectacled Taeko Toritani said that 'nuclear waste isn't a big deal, but it has to be safe.' Besides, she added, 'It's set in stone already so no point in opposing.' Tazunori Sato, a silver-haired sushi chef, said the subsidy for the first stage helped with repairs of the fishing pier. Living near the Tomari nuclear plant for years has made villages accustomed to staying near nuclear facilities, so most people aren't too concerned, he added. But an hour's drive away in Suttsu, where one of the first wind farms in Japan was built, opinions were more polarized. Electrical store owner Noriyuki Tana noted that the money helps the village pay for resources like a dormitory for nursing workers and a school. Asked about Ainu land rights in Hokkaido and their consent of the site, he disputed the Indigenous people's ownership of the land and said they have no right to chime in on the villages' decisions because they are all Japanese. But Nobuka Miki, co-chair of a group fighting against nuclear waste and a mother to a teenage daughter, is worried that an underground disposal site would harm future generations and the reputation of the village's seafood industry. The harbor in Suttsu, where the fishing industry is a top employer. | Chermaine Lee Her view echoes that of Shaun Burnie, a nuclear specialist with Greenpeace East Asia. Burnie said nuclear waste containers would not be able to remain shut for tens of thousands of years — the amount of time the radioactivity in high-level waste needs to become neutralized. He added that any leakages or contamination of groundwater can lead to exposure to humans. Suttsu's nuclear fate may well be decided at the ballot box through November's mayoral elections. The current pro-waste mayor, who declined to be interviewed, is likely to be challenged by anti-waste 41-year-old Shingo Ogushi. Ogushi came to Suttsu in his early 30s to study the local cherry trout, but in 2020, in order to challenge the mayor's decision to volunteer for the site study, he quit his government job and eventually became a district counselor. He is concerned that a pier might have to be built to transport nuclear waste to the village, which could disturb the marine ecosystem and the fishing industry. NUMO has said that marine transportation is preferable if Suttsu is chosen for a nuclear waste facility. Ogushi added that Ainu people's rights to Hokkaido should be respected despite no known population of them in Suttsu. Shingo Ogushi, a former fish researcher in Suttsu who intends to run in November's mayoral election, has taken a stance against the village hosting nuclear waste. | Chermaine Lee A possible pathway for the Ainu people to participate in the nuclear waste site discussion, according to Morihiro Ichikawa, a Hokkaido-based lawyer focusing on nuclear waste and Ainu rights, is for the Ainu people who claim rights to Suttsu and Kamoenai to form a group and collectively decide on whether they agree to host the nuclear waste or not. 'If the Ainu group is reorganized, any development cannot take place without prior informed and free consent' under the 2007 U.N. declaration, Ichikawa said. Pro-nuclear voices argue that more needs to be done to win public support for nuclear energy and nuclear waste, while critics argue the technology should be dropped — at least in earthquake-prone Japan. Takatoshi Imada is a professor at the Tokyo Institute of Technology who has published research on the public opinion of the nuclear waste system. He said that, to avoid the division seen in Suttsu and Kamoenai, an organization outside of government should select around 20 sites and engage their communities in 'deliberative dialogue' to win their support for waste storage. But Kuramochi said that finding a nuclear waste storage site far away from people will be next to impossible in Japan and that nuclear energy should not be relied on as legal battles, local opposition and safety inspections will slow down its deployment. 'There's a huge risk of spending so much money on nuclear and nothing coming out of it at the end,' he said, adding that 'if you are betting on nuclear, that means they are not committing fully to a modernized grid network that can accommodate a large amount of renewables' and that 'delays the whole transition of the entire electricity system.' On the other side of the argument are proponents who see flaws in relying exclusively on renewables as nations scramble to decarbonize. Nuclear power can provide around-the-clock clean power that solar and wind — which are reliant on mother nature — simply cannot, Buongiorno argued. Essentially, nuclear power enables a clean renewables-based electric grid, he said. Kawashima from NUMO, agreed, saying that nuclear power 'will lead to both ensuring a stable supply and decarbonization.' But the biggest challenge, he said, is to gain the understanding of the public. Translator Yang Zhao contributed to this report. This report was co-published with Climate Home News

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