TradeTrade and markets: China demand or tariff changes can shift Gulf exports and supply costs.
Gulf buyers of rare earths could face costlier sourcing if the yttrium price gap persists after the export-control pause ends.
Yttrium's 125-Fold Price Gap Looms Over Trump-Xi Talks in Shenzhen
In simple terms
China extended the pause on its October 2025 rare earth export controls to Jan. 10, adding two more months, Reuters reported on Monday, but the metal with the largest price gap for buyers was not covered by the pause.
Why it matters for the Gulf
- China extended its rare earth export-control pause until Jan. 10.
- Yttrium's 125-fold price gap could raise costs for buyers.
- Gulf importers of rare earths could face higher sourcing costs.
Earlier coverage
Earlier coverage on GreyNews
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What we don't know yet
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