Sojitz Targets Profit Doubling by 2030 on Rare Earth Focus, May 28

By Huzaifa Zahoor

May 27, 2026

09:52 PM

2 min read

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Key Points

Sojitz imported dysprosium and terbium from outside China for the first time in October 2025.

Company avoids competing with Mitsubishi and Mitsui on large resource deals and megaprojects.

Niche focus on rare earth elements and battery materials spans over 50 years.

2030 profit doubling target relies on deepening market share in high-margin specialty sectors.

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Sojitz is building a path to double net profit by 2030 through niche market focus rather than competing head-to-head with larger Japanese trading houses. The company avoids competing with Mitsubishi Corporation and Mitsui & Co. on resource rights and megaprojects. Instead, Sojitz is deepening expertise in rare earth elements and battery materials, areas it has worked in for over 50 years.

Breaking into Rare Earth Supply

In October 2025, Sojitz imported dysprosium and terbium from outside China for the first time as a Japanese company. These heavy rare earth elements are critical for electronics and renewable energy. The move signals Sojitz is reducing Japan’s dependence on Chinese rare earth supplies and building alternative sourcing networks.

Why Niche Strategy Works

Sojitz trails larger rivals by several multiples in net profit. Rather than chase the same large resource deals and infrastructure projects, the company is carving out specialist positions in battery materials and rare earths. This approach lets Sojitz compete on expertise and relationships instead of capital.

Profit Growth Path

The company’s 2030 profit doubling target rests on deepening its foothold in these high-margin niche sectors. As global demand for battery materials and rare earths grows with the shift to electric vehicles and renewable energy, Sojitz’s early positioning in these markets could drive higher margins and faster growth than competing for commodity-scale deals.

Final Thoughts

Sojitz’s niche focus on rare earth elements and battery materials offers a different path to growth than larger trading houses. With the October 2025 rare earth import milestone and a 2030 profit doubling target, the data suggests the strategy is gaining traction.

FAQs

Why did Sojitz import rare earth elements from outside China?

To reduce Japan’s dependence on Chinese rare earth supplies and establish alternative sourcing networks for critical materials in electronics and renewable energy.

How does Sojitz compete with larger trading houses?

By specializing in niche markets like rare earth elements and battery materials rather than competing for large resource rights where bigger rivals have more capital.

What is Sojitz’s 2030 profit target?

Sojitz aims to double net profit by 2030 by deepening expertise in high-margin sectors like rare earths and battery materials.

Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.

About Author

Huzaifa Zahoor

Co Founder

Huzaifa Zahoor is the engineer who built Meyka. He has spent years writing Python, training AI models, and building data pipelines specifically for financial markets. His technical articles have reached over 30,000 readers on Medium, so he knows how to make complex things easy to follow. If this article touches on how the tools work, he is the person who actually built them.