Geopolitics Alpha

Japan Yttrium Shortage China Export Controls 2025

Published . Updated .

Japan Yttrium Shortage China Export Controls 2025 Rare Earth Exchanges

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
XLE———————
USO———————
AMD———————
AMAT———————
LRCX———————
SMH———————

Japan Yttrium Shortage China Export Controls 2025 Rare Earth Exchanges

Source: Rare Earth Exchanges

How solid “Japan Yttrium Shortage China Export Controls 2025” looks

12 out of 100

“Japan Yttrium Shortage China Export Controls 2025” scores 12 out of 100. The score uses 1 sources.