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Rare earth shortages worsen in US aerospace, chips despite trade truce: Report

China's export restrictions since April have cut yttrium shipments to the U.S. by over 90%, causing price spikes and production delays in aerospace and semiconductor sectors.

Summary by Reuters
Suppliers to U.S. aerospace and semiconductor firms face worsening rare earth shortages, with two turning away some clients, industry insiders said, weeks before U.S. President Donald Trump is expected to meet his Chinese counterpart Xi Jinping for a summit in Beijing.

8 Articles

Center

The deficit of rare land for the Aerospace industry and the production of lead from the United States is increasing, in the face of the Washington and Beijing trade embargo, and some companies have already begun to temporarily stop production...

·Romania
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Reuters broke the news in United Kingdom on Thursday, February 26, 2026.
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