Sojitz Corporation and Japan Organization for Metals and Energy Security (JOGMEC) have initiated a pivotal joint development study for gallium production in Western Australia, aiming to establish a new critical minerals supply chain. The collaboration, formalized through the joint venture Japan Australia Gallium Associates Pty Ltd (JAGA), has signed an agreement with Alcoa of Australia Limited, a subsidiary of the global aluminum producer Alcoa Corporation. This strategic partnership seeks to explore the feasibility of extracting gallium as a byproduct at one of Alcoa’s operational alumina refineries in Western Australia, specifically targeting either the Wagerup or Pinjarra facilities.

The project underscores a concerted effort to enhance the security and diversification of critical mineral supplies, a growing imperative for global industries. Gallium, recognized as a critical mineral by Japan, Australia, the U.S., the U.K., and Europe, is indispensable for a broad spectrum of high-technology applications, including light-emitting diodes (LEDs), advanced compound semiconductors, and solar photovoltaic cells. The surging global demand for semiconductors, in particular, is projected to further escalate the need for stable gallium procurement.

Gallium does not occur as a free element in nature but is found in trace amounts within bauxite and zinc ores. Its commercial production typically involves separation and extraction as a byproduct during the alumina or zinc refining processes. JOGMEC has been actively pursuing stable gallium procurement sources, while Sojitz brings decades of experience in the alumina refining business, dating back to 1980. The formation of JAGA leverages this combined expertise to investigate the development of dedicated facilities for gallium extraction at Alcoa’s existing infrastructure, ensuring a long-term, stable supply.

JAGA and Alcoa are currently conducting joint feasibility studies and verification processes, with a final investment decision targeted by the end of 2025. Should the project proceed as planned, the companies aim to commence gallium production in 2026. Sojitz intends to distribute the produced gallium to Japan and other international markets where demand is high, thereby contributing to global supply chain resilience. This initiative aligns with Sojitz’s broader commitment to fostering a carbon-neutral society and supporting digital technology advancements by securing critical minerals for key sectors like semiconductors and battery materials.