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Lutetium

US criticalEU critical

The heaviest and least abundant lanthanide, used in petroleum-cracking catalysts, in the LSO/LYSO scintillator crystals of PET scanners and, as the isotope lutetium-177, in cancer radiopharmaceuticals. US imports come entirely from China, which has licensed lutetium exports since April 2025.

Supply risk

Reviewed 3 Oct 2026 · Methodology

High

China supplies all lutetium and has licensed exports since April 2025

Supply concentration (critical) sets the level: China processed 100% of world lutetium in the EU's 2023 assessment and supplied all US imports in 2021–24. Case-by-case export licensing since 4 April 2025 (elevated) did not change the level, as no lutetium-specific refusals or shortages were found.

Since 1 Jan 2023 · Sources: European Commission, DG GROW, U.S. Geological Survey, Ministry of Commerce of the People's Republic of China

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Risk drivers

Supply concentrationCritical
China processed 100% of world lutetium in the EU's 2023 assessment, and all US imports of lutetium compounds and metals in 2021–24 came from China. In Oct 2025 an Australian producer announced a Malaysian plant to separate heavy rare earths including lutetium.Sources: European Commission, DG GROW, U.S. Geological Survey
Export controlsElevated
Since 4 Apr 2025 China has required licences for lutetium metal, lutetium-ytterbium alloy, targets, oxide and compounds; the Nov 2025 suspension did not cover them. From Dec 2025 China issued year-long general licences to selected large exporters. No lutetium-specific denials were reported.Sources: Ministry of Commerce of the People's Republic of China, U.S. Geological Survey, Reuters via Yahoo Finance
Policy & tariffsModerate
On 14 Jan 2026 Proclamation 11001 closed the US Section 232 review of processed critical minerals without a tariff and opened 180 days of negotiations, leaving further measures possible. No sanctions or duties specific to lutetium were identified.Source: Thompson Hine
Operational disruptionModerate
Ion-adsorption clays in Myanmar's Kachin State supply roughly half of world heavy rare earths. In May 2026 Reuters reported a renewed military offensive to retake the Kachin rare-earth belt from the KIA; no loss of output was documented.Source: Reuters via Asia News Network
Demand shockModerate
On 31 Jul 2026 the FDA approved the lutetium-177 drug Pluvicto for earlier-stage metastatic prostate cancer, widening its use. Lutetium-177 is made in research reactors from small quantities of lutetium-176 or ytterbium-176 targets.Source: U.S. Food and Drug Administration

A supply-availability rating, not a price forecast or investment view. Export-control information is factual and is not legal advice.

Trade flows

2024 · HS 280530, 284690

CombinedRare-earth metals and compounds, combined (excluding cerium compounds)

Recorded world imports: 157,889 t · $2.6B

Top exporters

  1. Myanmar28%44,366 t · $818M
  2. China20%31,647 t · $425M
  3. Australia20%31,232 t · $128M
  4. Malaysia10%15,233 t · $279M
  5. Laos7%10,748 t · $260M
  6. Vietnam4%6,816 t · $227M
  7. Japan2%3,544 t · $100M
  8. United States1%1,646 t · $59.5M
  9. Austria<1%1,555 t · $21.8M
  10. Poland<1%1,186 t · $4.42M

Top importers

  1. China47%74,581 t · $1.4B
  2. Malaysia20%31,428 t · $133M
  3. Japan9%14,763 t · $396M
  4. United States6%10,115 t · $156M
  5. Philippines4%6,981 t · $64.9M
  6. Germany3%5,054 t · $71.9M
  7. Taiwan (Other Asia, nes)2%2,431 t · $23.4M
  8. South Korea1%1,677 t · $72.8M
  9. Thailand<1%1,424 t · $79M
  10. India<1%1,375 t · $10.6M

Largest routes

  1. Myanmar→China44,366 t · $818M
  2. Australia→Malaysia31,210 t · $128M
  3. Malaysia→China14,009 t · $206M
  4. China→Japan11,186 t · $186M
  5. Laos→China10,748 t · $260M

Source: UN Comtrade, imports reported by 113 countries for 2024. Exporters are ranked by what importing countries recorded (mirror data), so countries that do not report their own exports are still counted. Values are in US dollars including freight and insurance. Weights are product weight. Recent years can be incomplete, and unrecorded trade is not included.

Overview

Lutetium is element 71, the last and heaviest of the lanthanides. It is also the least abundant of them: there is more than a hundred times as much cerium in the Earth as lutetium, although lutetium is still more common than silver, gold or the platinum metals.1 Its average crustal concentration is about 0.8 parts per million.2

Lutetium is used in small volumes but in demanding applications: for cracking hydrocarbons, scintillator crystals in positron emission tomography (PET) scanners and, as the radioisotope lutetium-177, targeted cancer therapy.13 It is on the US 2025 List of and falls under the on the EU list.45

Where it comes from

Lutetium is not mined on its own. Monazite is its main natural source, and the metal is extracted, with difficulty, by reducing the anhydrous fluoride with calcium.1 The US government records lutetium as a potential or of other , iron and heavy .4 Ion-adsorption clay deposits in southern China have been the world's main source of heavy rare earths such as lutetium.2

The (USGS) does not report lutetium production by country. For all rare earths together, world was an estimated 390,000 t of rare-earth (REO) in 2025, and China accounted for about 270,000 t, or roughly 69%.6 The chart covers all rare earths, not lutetium alone.

Rare-earth mine production by country (all rare earths, REO equivalent)2025 (est.) · world 390,000 t
  • China69%
  • United States13%
  • Australia7%
  • Burma6%
  • Thailand1%
  • India<1%
  • Madagascar<1%
  • Russia<1%
  • Other countries1%

Covers all rare earths combined, in rare-earth-oxide terms; USGS does not publish lutetium output by country. World total is the USGS rounded figure; country figures sum to 389,310 t. USGS estimated Burma, Thailand and Madagascar from Chinese import data. Source: Mineral Commodity Summaries 2026: Rare Earths

Capacity to separate heavy rare earths outside China is being built but was not yet at sustained commercial scale in the United States in 2025. In October 2025 an Australian producer announced plans for a new plant in Malaysia to separate heavy rare earths including terbium, dysprosium and lutetium.7

What it is used for

  • Catalysts. Lutetium's main commercial application has been its oxide in catalysts for cracking hydrocarbons in the petrochemical industry.1
  • PET scintillators. Lutetium oxyorthosilicate (LSO) and its yttrium-containing variant LYSO convert the 511-keV gamma rays produced in PET scans into light. LYSO combines high (7.1 g/cm³) with a fast scintillation decay time of about 42 ns, which reduces dead time and improves timing resolution in scanners.3
  • Radiopharmaceuticals. Lutetium-177 is used in cancer therapy.1 Its 6.7-day half-life allows it to be shipped over long distances.8 In July 2026 the US Food and Drug Administration approved the lutetium-177 drug Pluvicto, combined with an androgen receptor pathway inhibitor, for adults with PSMA-positive metastatic prostate cancer that is naive or sensitive to androgen-pathway therapy.9
  • Other uses include gadolinium gallium garnet for magnetic bubble memory.1

Lutetium-177 can be made in a research reactor either directly, by irradiating lutetium-176, or indirectly, by irradiating ytterbium-176, which decays to lutetium-177 and is then chemically separated as a "no-carrier-added" product.8 The indirect route links medical lutetium supply to enriched ytterbium as well as to lutetium.

Grades and forms

Lutetium is traded mainly as oxide; USGS tracks lutetium oxide of at least 99.99% purity.7 China's covers lutetium metal, lutetium-ytterbium , sputtering targets, oxide and other compounds.10

Lutetium oxide (Lu₂O₃)

≥ 99.99% (common reference grade)

The main traded form, used as feed for scintillator crystals, catalysts and metal production.

Lutetium metal

Made by reducing anhydrous lutetium fluoride with calcium metal, a difficult step.

Lutetium-ytterbium alloy

Alloy listed among the lutetium items covered by China's April 2025 export licensing.

LSO and LYSO crystals

Lutetium (yttrium) oxyorthosilicate scintillators used as gamma-ray detectors in PET scanners.

Lutetium-177

Medical radioisotope with a 6.7-day half-life, made in research reactors from lutetium-176 or ytterbium-176 targets.

Trade and policy

The United States relies on imports for all of the heavy-rare-earth compounds and metals it uses. Shipping records show that all US imports of lutetium compounds and metals in 2021–24 came from China.7

DateEvent
4 Apr 2025China's Ministry of Commerce (MOFCOM) and customs authority issue Announcement No. 18 of 2025, requiring export licences for lutetium metal, lutetium-ytterbium alloy, lutetium targets, oxide, compounds and mixtures (control item 1C906), effective immediately.10
9 Oct 2025China extends rare-earth controls to further elements; these October measures are suspended on 7 November 2025 until 10 November 2026.11
Dec 2025China begins issuing year-long general export licences to selected large rare-earth companies.12

The November 2025 suspension did not cover the April 2025 measures. As of December 2025 the April controls on lutetium remained in effect, although China had begun issuing general licences to selected exporters.7

This section is factual background, not legal or trade-compliance advice.

Recycling and substitution

Only small quantities of heavy rare earths are recovered by , and these come mainly from permanent magnets.7 exist for some heavy-rare-earth applications but are generally less effective.7 In PET detectors, LYSO offers a light yield similar to that of LSO.3

Sources

  1. Lutetium: element information, properties and uses. Royal Society of Chemistry, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4 ↩5 ↩6

  2. The Rare-Earth Elements: Vital to Modern Technologies and Lifestyles (Fact Sheet 2014–3078). U.S. Geological Survey, accessed 2026-10-03. ↩ ↩2

  3. NEMA NU 2-2001 Performance Measurements of an LYSO-Based PET/CT System in 2D and 3D Acquisition Modes. Journal of Nuclear Medicine (Kemp et al., 2006), accessed 2026-10-03. ↩ ↩2 ↩3

  4. Final 2025 List of Critical Minerals. Federal Register, accessed 2026-10-03. ↩ ↩2

  5. Regulation (EU) 2024/1252 (Critical Raw Materials Act). EUR-Lex, accessed 2026-10-03. ↩

  6. Mineral Commodity Summaries 2026: Rare Earths. U.S. Geological Survey, accessed 2026-10-03. ↩

  7. Mineral Commodity Summaries 2026: Rare Earths (Heavy). U.S. Geological Survey, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4 ↩5 ↩6

  8. What is lutetium-177?. NRG PALLAS, accessed 2026-10-03. ↩ ↩2

  9. FDA approves lutetium Lu 177 vipivotide tetraxetan with androgen receptor pathway inhibitor therapy. U.S. Food and Drug Administration, accessed 2026-10-03. ↩

  10. Announcement No. 18 of 2025 on implementing export control on some medium and heavy rare earth related items. Ministry of Commerce of the People's Republic of China, accessed 2026-10-03. ↩ ↩2

  11. China Temporarily Suspends Export Controls on Key Raw Materials Including Rare Earths, Lithium Batteries, and Diamond. CIRS Group, accessed 2026-10-03. ↩

  12. China issues first batch of streamlined rare earth export licences, source says. Reuters via Yahoo Finance, accessed 2026-10-03. ↩

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