{
  "commitment": {
    "id": "fin-au-alcoa-sojitz-gallium-2025-equity",
    "eventId": "evt-us-au-framework-2025",
    "relationships": [
      {
        "commitmentId": "fin-us-au-framework-2025-au-financing",
        "relationship": "part_of",
        "sourceId": "src-pm-us-au-framework-2025",
        "locator": "Fourth to sixth paragraphs",
        "note": "The release introduces the project as one of the pipeline's priority projects with financial commitments announced the same day; that it counts towards Australia's USD 1 billion is implied, not stated."
      }
    ],
    "instrument": "equity",
    "valueRole": "commitment",
    "capitalSource": "public",
    "amount": {
      "value": "200000000",
      "currency": "USD",
      "qualifier": "up_to",
      "amountAsStated": "up to USD$200 million in concessional equity finance for the project",
      "currencyBasis": "stated"
    },
    "provider": "Australian Government",
    "providerJurisdiction": "australia",
    "providerOrgIds": [
      "org-au-government"
    ],
    "legalAuthority": null,
    "programmeId": null,
    "recipient": "Alcoa-Sojitz Gallium Recovery Project",
    "recipientOrgIds": [],
    "project": "Gallium recovery at the Alcoa-Sojitz project",
    "projectId": "prj-au-alcoa-sojitz-gallium",
    "facility": null,
    "locations": [
      {
        "countryCode": "AU",
        "subnational": "Western Australia",
        "asStated": "Wagerup, Western Australia"
      }
    ],
    "stages": [
      "processing"
    ],
    "stageAllocation": "single_stage",
    "materialIds": [
      "gallium"
    ],
    "materialAttribution": "tracked_only",
    "untrackedMaterialsAsStated": [],
    "financialStatusHistory": [
      {
        "status": "announced",
        "date": "2025-10-20",
        "sourceId": "src-pm-us-au-framework-2025",
        "note": null
      }
    ],
    "implementationStatusHistory": [
      {
        "status": "construction",
        "date": "2026-08-24",
        "sourceId": "src-alcoa-wagerup-groundbreaking-2026",
        "note": "Alcoa states that the 24 August 2026 groundbreaking marked the start of construction at Wagerup."
      }
    ],
    "terms": [],
    "outcomes": [
      {
        "metric": "supply_share",
        "value": "10",
        "qualifier": "up_to",
        "unit": "% of total global gallium supply",
        "targetDate": null,
        "asStated": "This project will provide up to 10 per cent of total global gallium supply.",
        "statedBy": "government",
        "sourceId": "src-pm-us-au-framework-2025",
        "note": "The Australian Government's statement of the project's potential, not an estimate made here."
      }
    ],
    "evidence": [
      {
        "sourceId": "src-pm-us-au-framework-2025",
        "supports": [
          "instrument",
          "value_role",
          "capital_source",
          "amount",
          "provider",
          "recipient",
          "project",
          "location",
          "materials",
          "status",
          "outcomes"
        ],
        "evidence": "explicit",
        "locator": "Fifth and sixth paragraphs",
        "note": null
      },
      {
        "sourceId": "src-pm-us-au-framework-2025",
        "supports": [
          "relationships"
        ],
        "evidence": "ambiguous",
        "locator": "Fourth paragraph",
        "note": "Presented as one of the pipeline's priority projects; the release does not say this equity counts towards the USD 1 billion."
      },
      {
        "sourceId": "src-pm-us-au-framework-2025",
        "supports": [
          "stages"
        ],
        "evidence": "ambiguous",
        "locator": "Sixth paragraph",
        "note": "\"Gallium Recovery Project\": recovery of gallium in processing, as the project name describes it."
      },
      {
        "sourceId": "src-alcoa-wagerup-groundbreaking-2026",
        "supports": [
          "status"
        ],
        "evidence": "explicit",
        "locator": "Opening paragraphs",
        "note": "Supports the project's physical construction status only; it does not establish execution or payment of this specific public financial instrument."
      }
    ],
    "notes": "The release says the equity finance \"includes a right of offtake for the Australian Government\", recorded as its own row, and that \"Japan has already provided 50 percent of the project costs to date\"; no Japanese row is recorded because no amount or instrument is stated. Lifecycle review on 2 October 2026 confirmed physical construction began on 24 August 2026. The reviewed primary sources did not establish that this specific government equity/offtake instrument had been legally executed or paid, so its financial status is not promoted beyond the existing announced state.",
    "lifecycleReview": {
      "financialStatusCheckedAt": "2026-10-02",
      "implementationStatusCheckedAt": "2026-10-02"
    }
  },
  "event": {
    "id": "evt-us-au-framework-2025",
    "date": "2025-10-20",
    "jurisdiction": "australia",
    "titleEn": "United States–Australia Framework for Securing of Supply in the Mining and Processing of Critical Minerals and Rare Earths"
  },
  "parents": [
    {
      "commitmentId": "fin-us-au-framework-2025-au-financing",
      "relationship": "part_of",
      "sourceId": "src-pm-us-au-framework-2025",
      "locator": "Fourth to sixth paragraphs",
      "note": "The release introduces the project as one of the pipeline's priority projects with financial commitments announced the same day; that it counts towards Australia's USD 1 billion is implied, not stated.",
      "commitment": {
        "id": "fin-us-au-framework-2025-au-financing",
        "eventId": "evt-us-au-framework-2025",
        "relationships": [],
        "instrument": "mixed",
        "valueRole": "program_envelope",
        "capitalSource": "public",
        "amount": {
          "value": "1000000000",
          "currency": "USD",
          "qualifier": "at_least",
          "amountAsStated": "the US and Australia will take measures to each provide at least USD$1 billion in investments",
          "currencyBasis": "stated"
        },
        "provider": "Australian Government",
        "providerJurisdiction": "australia",
        "providerOrgIds": [
          "org-au-government"
        ],
        "legalAuthority": null,
        "programmeId": null,
        "recipient": null,
        "recipientOrgIds": [],
        "project": null,
        "projectId": null,
        "facility": null,
        "locations": [],
        "stages": [
          "mining",
          "separation",
          "processing"
        ],
        "stageAllocation": "multi_stage_unallocated",
        "materialIds": [],
        "materialAttribution": "not_stated",
        "untrackedMaterialsAsStated": [],
        "financialStatusHistory": [
          {
            "status": "announced",
            "date": "2025-10-20",
            "sourceId": "src-pm-us-au-framework-2025",
            "note": "Announced with the Framework in Washington on 20 October 2025; the Australian release is dated 21 October 2025."
          }
        ],
        "implementationStatusHistory": [],
        "terms": [
          {
            "kind": "duration",
            "value": "6",
            "qualifier": "exact",
            "currency": null,
            "unit": "months",
            "asStated": "within 6 months of the date of this Framework",
            "sourceId": "src-wh-us-au-framework-2025",
            "note": null
          }
        ],
        "outcomes": [],
        "evidence": [
          {
            "sourceId": "src-pm-us-au-framework-2025",
            "supports": [
              "value_role",
              "capital_source",
              "amount",
              "provider",
              "status"
            ],
            "evidence": "explicit",
            "locator": "Third paragraph",
            "note": "The Australian release says \"each\"; the Framework text alone says \"at least $1 billion in financing to projects located in each of the United States and Australia\"."
          },
          {
            "sourceId": "src-wh-us-au-framework-2025",
            "supports": [
              "instrument",
              "stages",
              "terms"
            ],
            "evidence": "explicit",
            "locator": "Recitals; Section I, investment and financing clauses",
            "note": "\"The Participants will mobilize government and private sector support including for capital and operational expenditures via guarantees, loans, or equity; finalization of offtake arrangements; insurance; or regulatory facilitation.\""
          }
        ],
        "notes": "An envelope each government says it is taking measures to provide, not money committed to a recipient. Section II: the Framework \"does not constitute or create any legally binding or enforceable obligations\". The stages follow the Framework's objective of resilient supply chains \"including mining, separation, and processing\"."
      }
    }
  ],
  "children": [],
  "sources": [
    {
      "id": "src-pm-us-au-framework-2025",
      "title": "Historic critical minerals framework signed by President Trump and Prime Minister Albanese",
      "publisher": "Prime Minister of Australia",
      "url": "https://www.pm.gov.au/media/historic-critical-minerals-framework-signed-president-trump-and-prime-minister-albanese",
      "language": "en",
      "datePublished": "2025-10-21",
      "dateAccessed": "2026-09-23",
      "sourceType": "official",
      "confidence": "primary",
      "notes": "The Prime Minister's release, dated Tuesday 21 October 2025 in Australia (datetime 2025-10-20T19:16:41Z), read in full in a browser on 2026-09-23 (the site blocks automated clients). Source of \"each provide at least USD$1 billion in investments towards an USD$8.5 billion pipeline ... over the next six months\", the up to USD$200 million concessional equity in the Alcoa-Sojitz Gallium Recovery Project with an Australian right of offtake, the US equity investment with a right of offtake in the same project, and the USD$100 million equity investment in Arafura's Nolans project."
    },
    {
      "id": "src-alcoa-wagerup-groundbreaking-2026",
      "title": "Australia, Japan, the United States and Alcoa Break Ground on Gallium Project in Western Australia",
      "publisher": "Alcoa Corporation",
      "url": "https://news.alcoa.com/press-releases/press-release-details/2026/Australia-Japan-the-United-States-and-Alcoa-Break-Ground-on-Gallium-Project-in-Western-Australia/default.aspx",
      "language": "en",
      "datePublished": "2026-08-24",
      "dateAccessed": "2026-10-02",
      "sourceType": "official",
      "confidence": "primary",
      "notes": "Alcoa's first-party release states that the 24 August 2026 groundbreaking marked the start of construction of the gallium production facility at the Wagerup alumina refinery."
    }
  ]
}