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News · ■ Mixed · 2 sources confirmed · 2026-09-24 10:35 UTC

US, Japanese officials discussed China’s yttrium curbs ahead of Trump-Xi meeting, document shows

Why now

Thesis: Rare-earth leverage in US-China talks

Catalyst to watch: Export policy changes after summit

Main risk: Tighter curbs could disrupt electronics supply

Why it matters

China's yttrium export curbs highlight rare-earth leverage in US-China tech and trade talks.

Related assets & topics

ChinaGeopoliticsSemiconductors

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