Japanese trading company Sojitz and the government agency JOGMEC have announced the creation of a joint venture, Japan Australia Gallium Associates (JAGA), to study the potential for gallium production in Australia. The project is being developed in partnership with U.S.-based Alcoa and will utilize its alumina refinery in Western Australia.

Gallium is considered a critical element used in semiconductor manufacturing. Its importance continues to grow amid rising global demand, driven by the expansion of electric vehicles, smartphones, and other digital technologies.

A final investment decision is expected by the end of 2025. Production is planned to begin in 2026, with gallium shipments destined for Japan and other international markets.

The joint venture may play a key role in securing Japan’s supply of strategically important resources, amid intensifying global competition in the tech sector.