"Rare earth shortages worsen in US aerospace, chips despite trade truce, sources say"
https://www.reuters.com/business/ae...say-2026-02-26/?lctg=695ed65f65ca3c19e600d114[Posting here to demonstrate the broader exposure the issue is getting.]
A Few Highlights:
- "Suppliers to U.S. aerospace and semiconductor firms face worsening rare earth shortages ... such as yttrium and scandium..."
- "A key pain point is yttrium, ... Without regular application of these coatings, engines cannot be used."
- "China exported 17 tons of yttrium products to the U.S. in the eight months after controls were introduced last April versus 333 tons in the eight months before the measures."
- "North American executives did not want to be named discussing internal production challenges in public."
- "U.S. chipmakers have experienced delays in receiving new scandium export licenses from China in recent months..."