"Rare Earths" Ranks 3rd as Mitsubishi Materials Pursues Critical Minerals Recycling in U.S. - Featured Theme

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Wed Apr 1, 2026 12:21 pm JST Feature

★ Top 10 Popular Themes

1. Storage Batteries

2. Defense

3. Rare Earths

4. Regional Banks

5. TOPIX Core 30

6. Semiconductors

7. Fertilizers

8. Perovskite Solar Cells

9. JPX-Nikkei 400

10. Drones

In the "Popular Theme Rankings" compiled by Minkabu and Kabutan, "Rare Earths" maintains a top position at 3rd place.

Mitsubishi Materials Corporation <5711> announced on the 31st that it has signed a memorandum of understanding with U.S.-based Relement Technologies, which specializes in recycling critical mineral resources including rare earths. The company will also invest through the acquisition of preferred shares. Mitsubishi Materials will participate in a resource-recycling supply chain in North America while advancing studies toward commercializing rare earth and rare metal recycling operations in Japan.

Regarding Japan's rare earth procurement, uncertainty has increased due to deteriorating relations with China, which has been a major supplier, creating an urgent need to secure alternative sources. From an economic security perspective, the government is accelerating collaboration with allies and friendly nations, including the United States, to rebuild a stable supply chain. This is expected to be a major topic at today's summit meeting between Prime Minister Sanae Takaichi and French President Macron. In parallel with these efforts, development of rare earth resources off Minamitorishima continues to draw attention. During the recent Japan-U.S. summit, the U.S. confirmed its policy to cooperate in this development.

Key related stocks include TOYO ENGINEERING CORPORATION <6330>, MODEC,INC. <6269>, MITSUI E&S Co., Ltd. <7003>, TOA CORPORATION <1885>, FURUKAWA CO.,LTD. <5715>, DAIICHI KIGENSO KAGAKU-KOGYO CO.,LTD <4082>, and OKAMOTO GLASS CO., LTD. <7746>. Major trading houses such as Sojitz Corporation <2768>, which are working to secure alternative procurement sources, should not be overlooked. Additionally, in relation to recycling, Asaka Riken Co.,Ltd. <5724> and ENVIPRO HOLDINGS Inc. <5698> are worth watching.

Source: MINKABU PRESS