What exactly is being tested at Minamitorishima?

JAMSTEC plans to test whether a seabed collector, riser, and surface systems can connect and operate safely in open ocean conditions. The drillship Chikyu will support operations. This aims to prove stable fluid and material handling, a key step before any pilot mining or longer, continuous runs.

Why do Japan rare earths matter to investors?

Rare earths are needed for EVs, wind turbines, and electronics. Building a local supply reduces import risk, improves planning, and can stabilize costs over time. If testing and processing pilots succeed, Japanese firms across engineering, refining, and magnet manufacturing could see better order visibility and stronger margins.

When could domestic production realistically begin?

A single connection test does not signal immediate production. More trials, environmental review, and cost studies are likely. Investors should watch for consistent operating hours, pilot plant output quality, and clear permit progress. Those milestones will indicate whether a viable schedule toward scaled production is taking shape.

What are the main risks to the project?

Technical reliability in harsh seas, plume control, and ecosystem protection are central risks. Regulatory approvals can take time, and costs may rise as designs mature. If the test underperforms, timelines could stretch. Transparent data, strong monitoring, and step-by-step validation will be crucial to manage these risks.

Global Market Insights

December 23: Japan Plans Deep-Sea Rare-Earth Mining Test at Minamitorishima

ByHuzaifa Zahoor December 24, 2025December 24, 2025

Japan rare earths policy moved ahead as authorities prepared a deep-sea mining connection test at the Minamitorishima EEZ in January using the drillship Chikyu. JAMSTEC will trial linking a seabed collector, riser, and surface systems to check safety and flow. In parallel, the Cabinet Office is planning a pilot processing facility on Minamitorishima. Together, these steps aim to cut China reliance and build a domestic rare earth supply chain for EVs, wind, and electronics. See details from JAMSTEC press release.