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| Yttrium Price |
The Yttrium Price Surge reflects global supply disruptions and growing demand for critical rare earths. Prices soared nearly 1,500% in 2025, reaching $126 per kilogram. Export curbs from China and strategic stockpiling by the US have intensified market volatility.
Global Supply Constraints and Trade Policies
China dominates yttrium production, controlling over 90% of exports to the US. Meanwhile, April export restrictions exacerbated shortages. As a result, downstream industries including aerospace, medical devices, and high-performance ceramics face supply uncertainties. Australia’s Lynas Rare Earths expands Mount Weld production to mitigate dependency risks.
Industrial Applications and Market Implications
Yttrium finds critical use in lasers, superconductors, and advanced ceramics. The US Pentagon-backed MP Materials stocks material for future downstream processing. Therefore, the surge impacts investment decisions, supply chains, and global trade negotiations. Market participants must monitor policy shifts and production capacity expansions closely.
ScrapInsight Commentary
Yttrium’s record surge underscores strategic risk in rare earth supply chains. Prices may stabilize if Lynas and US expansions succeed, but China’s policy remains a key market driver. Investors should anticipate continued volatility and evaluate recycling opportunities to secure supply.
