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7.3

Yttrium price gap 125x as China extends rare earth export pause, April rules remain

China extended its October 2025 rare earth export control pause to Jan. 10, but the April 2025 licensing rules on seven medium/heavy rare earths, including yttrium, remain in force. Yttrium's price gap has widened to 125-fold, squeezing buyers ahead of Trump-Xi talks in Shenzhen. The extension is a tactical concession, but the unresolved April measures keep supply risk elevated.

AI disclosure: Model-written summary of the source, not a verified fact. Check the sources. How Mosaic works

OilPrice.comabout 12 hours agoCN, USengCredibility 47%View source

Score Breakdown

Mosaic Score7.3
Model confidence0.7
Significance0.8
Source credibility0.5

Intelligence Tags

#rare earths#export controls#yttrium#supply chain#trade talks#china

Locations

Shenzhen

Entities

United StatescountryChinacountryDonald TrumppersonXi JinpingpersonSupply Chainconcept
Source

Related signals

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