The alarm hasn’t yet reached the general public, but tension is beginning to build in the corridors of the aerospace industry, in microchip laboratories, and in government offices. For months, an element almost invisible to the world—yttrium—has become the silent center of a new global dispute. Supplies are thinning, prices are skyrocketing, deliveries are stalling.
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Without yttrium, the production of aircraft engines, high-efficiency turbines, advanced energy systems, and semiconductors would immediately slow down.
The problem is that, as with several other resources, China controls almost the entire global yttrium supply chain. Not only does it produce most of it, but it also has the know-how and infrastructure to refine and separate it from other rare earth minerals, a complex and technologically advanced process. According to US data, the United States imports 100 percent of its yttrium needs, 93 percent of which comes directly from China. Such stark dependence creates enormous geopolitical vulnerability.
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Related on the SLP
When Beijing decided to introduce export restrictions as a response to US tariffs, the entire international supply structure began to falter.
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