Vernova与美国合作,在全球短缺和价格暴涨的情况下,增加Yttrium库存。 GE Vernova partners with U.S. to boost yttrium stockpiles amid global shortages and price spikes.

GE Vernova正与美国政府合作,在全球持续短缺的情况下,扩大Yttrium战略储备。 ytrium是用于航空航天和能源技术的关键稀土元素。 GE Vernova is partnering with the U.S. government to expand strategic stockpiles of yttrium, a critical rare earth element used in aerospace and energy technologies, amid ongoing global shortages. 该公司说,尽管没有提供2026年初以后的细节,但到2025年和2026年,公司有足够的数量满足需求。 The company says it has enough yttrium to meet demand through 2025 and into 2026, though details beyond early 2026 were not provided. 4月中国针对美国关税对ytrium和其他六种稀土施加的出口限制破坏了供应链,导致2025年1月至11月中国以外地区价格暴涨4,400%。 China’s April export restrictions on yttrium and six other rare earths—imposed in response to U.S. tariffs—have disrupted supply chains, contributing to a 4,400% price surge outside China from January to November 2025. 尽管后来美国-中国同意加快出口,但各行业之间依然存在短缺。 Despite a subsequent U.S.-China agreement to expedite exports, shortages persist across industries. Vernova正在探索替代材料,承认成本和绩效的权衡,同时优先考虑供应链复原力。 GE Vernova is exploring alternative materials, acknowledging trade-offs in cost and performance, while prioritizing supply chain resilience.