[Seminar] The Path to Securing Supply and Competition for Critical Minerals
[Speaker]
Tomio Shida, Special Analyst, Japan Metal Economic Research Institute, General Incorporated Association
[Key Lecture Content]
The importance of metals is increasing, from rare metals such as rare earth elements to copper. While the demand is expanding due to the construction boom of data centers supporting the spread of AI (artificial intelligence), renewable energy, and the proliferation of EVs, supply concerns are rising due to resource nationalism and environmental issues.
Geopolitical risks, including the turmoil in the Middle East, and global divisions are making stable procurement difficult. China, which has increased its presence in the field of metal refining, is shaking up the supply chains of Japan, the U.S., and Europe not only with export regulations but also with low-price exports. The U.S. added ten types of metals, including copper, to its revised critical minerals list last year.
How should Japanese companies respond?
[Lecture Topics]
1. "Critical Minerals" Changing with the Times
2. Future Technologies, including AI and EVs, Depend on Metals
3. Increasing Challenges and Costs in Mining Development
4. How Do Changes in International Situations, Such as Tensions in the Middle East, Affect Us?
5. China's Disruptions Go Beyond Export Regulations
- Challenges in Building Supply Chains
6. Are Japanese Companies Prepared to Accept "Increased Costs"?
7. Q&A / Business Card Exchange

| Date and time | Thursday, Jul 16, 2026 10:00 AM ~ 12:00 PM |
|---|---|
| Capital | In-person attendance / Live streaming / Archive streaming (available for viewing multiple times for two weeks) SSK Seminar Room, 2-6-2 Nishi-Shinbashi, Minato-ku, Tokyo, 4th Floor, Zaimax Nishi-Shinbashi Building |
| Entry fee | Charge |
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