英媒报道显示，日本关键稀土元素釔的库存仅能维持数月，最快今年底可能出现供应短缺1。面对这一困境，日本已向美国求助，敦促其协调中国放宽对日本的出口管制1。美国高级官员透露，中国仅履行对美稀土供应承诺的2/3，对日本则只允许采购满足最低需求的数量1。
中国外交部发言人毛宁随后作出回应，声称中方依法依规对日本实施出口管制，目的是制止日本再军事化和拥核企图1。作为战略性稀有金属，釔广泛应用于显示屏、半导体、激光及飞机喷射引擎隔热涂层等领域1。国际市场上，中国以外地区的氧化釔价格已攀升至每公斤1150美元，相比两年前上涨179倍；而中国境内价格仅为每公斤9美元1。釔供应短缺将对全球航空、国防和半导体产业造成影响1。
Japan's stockpile of yttrium, a critical rare earth element, is rapidly depleting and could run short as early as the end of this year, according to British media reports.1 Facing the shortage, Japan has appealed to the United States to pressure China into relaxing its export restrictions on the strategic material.1
China has responded coolly to the appeals. A senior U.S. official disclosed that Beijing is only fulfilling two-thirds of its rare earth supply commitments to America and has restricted Japan to purchasing only quantities meeting minimum requirements.1 Chinese Foreign Ministry spokesperson Mao Ning stated that China is implementing export controls on Japan in accordance with law and regulation, aimed at preventing Japan's remilitarization and nuclear ambitions.1
The supply crunch has created a stark price disparity. Outside China, yttrium oxide costs approximately $1,150 per kilogram, a 179-fold increase from two years prior, while the domestic Chinese price stands at around $9 per kilogram.1 Yttrium is essential for display screens, semiconductors, lasers, and thermal coatings in aircraft jet engines, making shortages a concern for global aviation, defense, and semiconductor industries.1
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