Yttrium's 125-Fold Price Gap Looms Over Trump-Xi Talks In Shenzhen

Summary

Yttrium's 125-Fold Price Gap Looms Over Trump-Xi Talks In Shenzhen Authored by Michael Kern via OilPrice , China extended its pause on the October 2025 rare earth export controls to Jan. 10, but the April 2025 licensing rules that cover yttrium were never part of the pause. Argus prices yttrium about 125 times higher in Europe than in China, and Chinese customs data show yttrium oxide shipments to Japan fell to 4,000 kg in September from 51,000 kg a year earlier. Non-Chinese yttrium is slow to arrive: Lynas isn’t due to start output until 2028, and USA Rare Earth has so far sent only…

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