Yttrium
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Search complete. 8 mentions across 5 episodes found for "Yttrium".
Oct 21, 2026
Adrian PocobelliHOST
So dramatic developments there.
Adrian PocobelliHOST
Now, speaking of dramatic developments, we have an update on Itrium from the Financial Times on Tuesday, October 20th.
Adrian PocobelliHOST
Japan months from running out of critical rare earth as China squeezes supply.
Adrian PocobelliHOST
Tokyo asks U.S. to help convince Beijing to ease chokehold on Itrium and avert manufacturing shutdown.
Adrian PocobelliHOST
Now, what's interesting about this, in a sense, the story itself is something we've been tracking for a while here.
Adrian PocobelliHOST
So the story itself is not a surprise.
George BennettGUEST
That was both by the Australian government, the US government, and I think the Japanese government is also supporting NDPR at this price.
George BennettGUEST
That's also led to price bifurcation in Europe between Chinese pricing and European pricing for the key heavy earth elements that are required for permanent magnets as well, being dysprosium, terbium, and also for another key earth element called yttrium.
George BennettGUEST
I'm pleased to say that Rainbow has all five of these elements in its whole body in commercial and economic quantities, being neodymium, praseodymium, dysprosium, terbium, as well as what was recently announced in the last financial year of ITREM as well.
George BennettGUEST
So this bifurcation is resulting in Rainbow being able to achieve higher pricing for those heavy earth elements compared to Chinese pricing.
George BennettGUEST
And we've seen the floor price for neodymium and presidinium set by these governments result in Chinese pricing for neodymium and presidinium trading even higher than the floor price.
Randolf CarrGUEST
This is some data that we've been tracking here at Sinalytics on rare earth flows from China to the US.
Randolf CarrGUEST
And as you can can see here, um, basically from, from Antimony to Itrium, many of these, uh, these flows have cratered after China imposed, um, these export, um, export licensing restrictions, um, on, on, on, on its, on its rare earth sector or critical mineral sector in general.
Randolf CarrGUEST
And, um.
Randolf CarrGUEST
What we would have expected, according to the, the deal with that these would be that these flows kind of pick up again and you see on the graph, like this shade, this shaded area, the post kind of timeframe and but.
Joseph RommGUEST
The nuclear industry is uniquely interconnected, intertwined.
Joseph RommGUEST
It needs ITRIUM.
Joseph RommGUEST
I was telling someone, they were asking me, what's ITRIUM? Well, Y-T-T-R-I-U-M, I looked it up in the Department of Energy Advanced Nuclear Liftoff Report, the commercialization, the second commercialization report on nuclear they put out in September.
Joseph RommGUEST
They list critical material, ITRIUM's on the list.
Joseph RommGUEST
Well...
Joseph RommGUEST
There's a whole bunch of words, names that people are going to learn.
Graham DixonHOST
Well, those targets look... you know, potentially achievable if they can, you know, deliver on some of these incredible products they have.
Graham DixonHOST
They have, well, they announced a few weeks ago that they've got this byproduct called Yttrium, which is something that's used in, I believe, in semiconductors and many other uses, like in LED lighting and things like that.
Graham DixonHOST
And the price of yttrium has gone up 140-fold in the last 18 months.
Graham DixonHOST
I think the oxides sell for about $110,000 a ton.