US EditionRare earth shortages worsen in US aerospace, chips despite trade truce: Report
China's export restrictions on yttrium and scandium have caused a 60% price increase, disrupting U.S. aerospace coatings and semiconductor manufacturing supply chains.
- China's export controls have caused yttrium shipments to the U.S. to fall from 333 tons to 17 tons, worsening rare earth shortages for U.S. aerospace and semiconductor suppliers.
- Beijing tightened licensing and customs rules, requiring license applicants to declare end-users, and U.S. chipmakers have faced scandium export delays amid limited global production in recent months.
- Yttrium prices rose 60% since November and now reach about 69 times year-ago levels, leading North American coating buyers to pause production and ration material, sometimes turning away smaller and offshore customers.
- U.S. manufacturers reported shortages of rare earths, with low scandium supplies threatening 5G chip production, said Michaels, managing director at AeroDynamic Advisory.
- Framing the controls as strategic, a U.S. official said, the matter will be on the agenda at the March Trump‑Xi summit in Beijing, with the semiconductor industry appearing to be the intended target.
13 Articles
13 Articles
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Taipei Times
The Hindu Business LineRare earth shortages worsen in US aerospace, chips despite trade truce, sources say
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Rare Earth Shortages Threaten Aerospace and Semiconductor Industries Amid U.S.-China Trade Tensions
Rare earth shortages, primarily yttrium and scandium, are critical challenges for U.S. aerospace and semiconductor industries due to Chinese export controls. This ongoing issue impacts engine coatings and 5G chip production, while political talks aim to ease limitations and explore alternative supply chains.
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