Story perspectives

Yttrium Shortage Hits U.S. Aerospace Amid Trade Tensions

2/27/2026

Summary

Aerospace Firms Struggle

Suppliers to U.S. aerospace and semiconductor firms face severe yttrium and scandium shortages.
Despite a temporary easing of trade tensions, exports from China remain significantly reduced.
Yttrium prices have surged about 60%, prompting manufacturers to ration supplies.
Two North American companies have paused production due to these shortages, a fact that will be discussed at the upcoming summit between U.S. President Donald Trump and President Xi.

Summary

Democrats Scrutinize Pentagon Deal

Senate Democrats question a $400 million Pentagon deal with MP Materials that could make the government the largest shareholder.
Critics, including Sen. Jack Reed, question the legality and rationale of the arrangement, fearing a potential Antideficiency Act violation.
The Pentagon defends the deal as necessary to address national security issues.
Lawmakers urge swift delivery of legal opinions on the equity arrangement amid concerns about favoritism toward MP Materials.

1 of 2

Aerospace Firms Struggle

Suppliers to U.S. aerospace and semiconductor firms face severe yttrium and scandium shortages.
Despite a temporary easing of trade tensions, exports from China remain significantly reduced.
Yttrium prices have surged about 60%, prompting manufacturers to ration supplies.
Two North American companies have paused production due to these shortages, a fact that will be discussed at the upcoming summit between U.S. President Donald Trump and President Xi.

1 / 2