Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) retweeted
Trending at #4 on @InvestorNews this week – Ucore Advances Louisiana Rare Earth Separation with Expanded Defense Funding youtu.be/lL6WBK3ij4M
#RareEarths #CriticalMinerals @ucore $UCU.V $UURAF
#RareEarths #CriticalMinerals @ucore $UCU.V $UURAF
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Ucore Receives Initial Machine A Commissioning Feedstock at the Louisiana SMC
ucore.com/ucore-receives…
TSXV: $UCU | OTCQX: $UURAF | ucore.com
#Neodymium #CriticalMetals #RareEarths #REEs #RapidSX #REE #SupplyChains #NdFeB #Dysprosium #Terbium #Dy #Tb #Louisiana
ucore.com/ucore-receives…
TSXV: $UCU | OTCQX: $UURAF | ucore.com
#Neodymium #CriticalMetals #RareEarths #REEs #RapidSX #REE #SupplyChains #NdFeB #Dysprosium #Terbium #Dy #Tb #Louisiana
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Presentation Replay: Ucore Rare Metals Inc. | Red Cloud's Fall Mining Showcase 2026 [@RedCloudSec]
youtube.com/watch?v=lnwllv…
TSXV: $UCU | OTCQX: $UURAF | ucore.com
#Neodymium #CriticalMetals #RareEarths #REEs #RapidSX #REE #SupplyChains #NdFeB #Dysprosium #Terbium #Dy #Tb #Louisiana
youtube.com/watch?v=lnwllv…
TSXV: $UCU | OTCQX: $UURAF | ucore.com
#Neodymium #CriticalMetals #RareEarths #REEs #RapidSX #REE #SupplyChains #NdFeB #Dysprosium #Terbium #Dy #Tb #Louisiana
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Ucore Provides Louisiana SMC Organizational and Project Team Updates
ucore.com/ucore-provides…
TSXV: $UCU | OTCQX: $UURAF | ucore.com
#Neodymium #CriticalMetals #RareEarths #REEs #RapidSX #REE #SupplyChains #NdFeB #Dysprosium #Terbium #Dy #Tb #Louisiana
ucore.com/ucore-provides…
TSXV: $UCU | OTCQX: $UURAF | ucore.com
#Neodymium #CriticalMetals #RareEarths #REEs #RapidSX #REE #SupplyChains #NdFeB #Dysprosium #Terbium #Dy #Tb #Louisiana
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Building the next U.S. Supply Chsin | Pat Ryan, CEO, Ucore Rare Metals Inc.
youtu.be/Di4nE8n6wz0?si…
TSXV: UCU | OTCQX: UURAF
Ucore.com
youtu.be/Di4nE8n6wz0?si…
TSXV: UCU | OTCQX: UURAF
Ucore.com
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Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) retweeted
The rare earth story goes beyond mining. Separation is a critical step between raw materials and the magnets powering modern technology.
Connect the dots with Ucore. Swipe through, then explore the investor overview.
TSXV: UCU | OTCQX: UURAF
Connect the dots with Ucore. Swipe through, then explore the investor overview.
TSXV: UCU | OTCQX: UURAF
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Rare earths developer in Greenland says security agreement with US, Denmark shows region's strategic importance
miningweekly.com/article/rare-e…
miningweekly.com/article/rare-e…
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The world is finally paying attention to rare earths. Ucore has been preparing for this moment for years.
RapidSX™ tested. High-purity products made. Samples shipped. Sumitomo at the table. C$69M raised. Louisiana advancing.
Connect the dots.
Learn more at ucore.com
TSX-V: $UCU | OTCQX: $UURAF | FSE: $U9UA
RapidSX™ tested. High-purity products made. Samples shipped. Sumitomo at the table. C$69M raised. Louisiana advancing.
Connect the dots.
Learn more at ucore.com
TSX-V: $UCU | OTCQX: $UURAF | FSE: $U9UA
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Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) retweeted
Chinese rare earth suppliers are reportedly declining to ship critical minerals to the United States. 🇨🇳 🇺🇸
Rare earth elements are indispensable for manufacturing advanced American defense systems, including fighter jets, submarine sonar, and precision guided smart weapons like JDAM kits.
Rare earth elements are indispensable for manufacturing advanced American defense systems, including fighter jets, submarine sonar, and precision guided smart weapons like JDAM kits.
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Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) retweeted
🇯🇵🚨 Japan's dysprosium imports just collapsed 82%, falling to ZERO in four separate months this year. China's rare earth squeeze is now hitting EVs, chip tools, and even AI infrastructure fiber optics. 🧵
📉 The Numbers Are Staggering
Two critical rare-earth products fell to levels in the first half of 2026, per a Nikkei analysis of Japanese Ministry of Finance trade data .
⚡ Dysprosium: just 13 tons imported Jan-June 2026, down 82% YoY, imports hit ZERO in January, February, May, and June
🔬 Yttrium: 204 tons imported, down 74%, the lowest level on record, even below the 2013 Senkaku-dispute trough of 235 tons
💰 European dysprosium prices have risen sevenfold since China's April 2025 export controls began
🏭 Real Companies, Real Pain
This isn't abstract, named Japanese manufacturers are already feeling it:
🔧 Mitsui Kinzoku, opened a rare-earth sales office in China's Liaoning province in April, now says it "could become an option" to close it if yttrium feedstock shortages persist
🧲 Proterial (magnet maker), dysprosium export licenses secured through November 2025, but zero new licenses approved as of July
🥽 AGC (glass/coatings), no disruption yet, but actively evaluating non-Chinese yttrium alternatives
Many Japanese firms are now simply drawing down inventories to keep customer deliveries alive.
trendforce.com/news/2026/08/1…
🌏 The Trade Flow Shift Is the Real Story
China's rare earth exports to Japan fell 43.8% YoY as of June, while shipments to the Netherlands surged 121.4% in the same period, fueling speculation Beijing is prioritizing supply to protect semiconductor equipment cooperation with the Dutch .
🛰️ Now Spreading to AI Infrastructure
Erbium, a niche rare earth used in fiber-optic cables for AI data infrastructure, has jumped 50% in Europe and 40%+ in China since early June, as traders and end users stockpile ahead of possible tighter Chinese controls when the US-China trade truce expires at year-end .
🌊 Japan's Response
Tokyo isn't standing still: PM Takaichi has ordered prep work for a commercial-scale deep-sea rare earth demonstration near Minamitorishima by 2027, and Sojitz is exploring new Southeast Asian mines with Australia's Lynas. Yttrium is now sourced from 12 non-China countries, up from just 3 in 2024, but volumes still aren't enough .
⚠️ The Bottom Line
Downstream chip-tool production hasn't broken yet, but every company in this chain is running on fumes from drawn-down inventory, not fresh supply. If China tightens further at year-end, "not yet a bottleneck" could flip fast. 👀
#RareEarths #Dysprosium #Yttrium #China #Japan #CriticalMinerals #Semiconductors #EVs #AIInfrastructure #Erbium #SupplyChain #Proterial #MitsuiKinzoku #Reshoring #Minamitorishima #Lynas #NationalSecurity
📉 The Numbers Are Staggering
Two critical rare-earth products fell to levels in the first half of 2026, per a Nikkei analysis of Japanese Ministry of Finance trade data .
⚡ Dysprosium: just 13 tons imported Jan-June 2026, down 82% YoY, imports hit ZERO in January, February, May, and June
🔬 Yttrium: 204 tons imported, down 74%, the lowest level on record, even below the 2013 Senkaku-dispute trough of 235 tons
💰 European dysprosium prices have risen sevenfold since China's April 2025 export controls began
🏭 Real Companies, Real Pain
This isn't abstract, named Japanese manufacturers are already feeling it:
🔧 Mitsui Kinzoku, opened a rare-earth sales office in China's Liaoning province in April, now says it "could become an option" to close it if yttrium feedstock shortages persist
🧲 Proterial (magnet maker), dysprosium export licenses secured through November 2025, but zero new licenses approved as of July
🥽 AGC (glass/coatings), no disruption yet, but actively evaluating non-Chinese yttrium alternatives
Many Japanese firms are now simply drawing down inventories to keep customer deliveries alive.
trendforce.com/news/2026/08/1…
🌏 The Trade Flow Shift Is the Real Story
China's rare earth exports to Japan fell 43.8% YoY as of June, while shipments to the Netherlands surged 121.4% in the same period, fueling speculation Beijing is prioritizing supply to protect semiconductor equipment cooperation with the Dutch .
🛰️ Now Spreading to AI Infrastructure
Erbium, a niche rare earth used in fiber-optic cables for AI data infrastructure, has jumped 50% in Europe and 40%+ in China since early June, as traders and end users stockpile ahead of possible tighter Chinese controls when the US-China trade truce expires at year-end .
🌊 Japan's Response
Tokyo isn't standing still: PM Takaichi has ordered prep work for a commercial-scale deep-sea rare earth demonstration near Minamitorishima by 2027, and Sojitz is exploring new Southeast Asian mines with Australia's Lynas. Yttrium is now sourced from 12 non-China countries, up from just 3 in 2024, but volumes still aren't enough .
⚠️ The Bottom Line
Downstream chip-tool production hasn't broken yet, but every company in this chain is running on fumes from drawn-down inventory, not fresh supply. If China tightens further at year-end, "not yet a bottleneck" could flip fast. 👀
#RareEarths #Dysprosium #Yttrium #China #Japan #CriticalMinerals #Semiconductors #EVs #AIInfrastructure #Erbium #SupplyChain #Proterial #MitsuiKinzoku #Reshoring #Minamitorishima #Lynas #NationalSecurity
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The Critical Minerals Bull Market Is Here as China Puts Its Arsenal Back in Play
investornews.com/critical-miner…
investornews.com/critical-miner…
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Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) retweeted
⚡🌏 How did China win the rare earths race? Simple, the West quit. This 9-min video is the best simple explainer you'll see. 🧵👇
☢️ It started with the Manhattan Project
🔹 In the 1940s, separating uranium taught America how to separate rare earths
🔹 The US invented the l production for decades
🧪 "Rare" earths aren't rare, separating them is
🔹 Copper: ~7 refining processes. Nickel: ~20
🔹 Separating the full suite of 17 rare earths: THOUSANDS of processes
🔹 Energy-hungry, waste-heavy, and brutally hard to master
🏜️ Mountain Pass: the mine that had it all
🔹 One California mine made the US the world's rare earth superpower
🔹 Then radioactive wastewater leaked from pipes running 14 miles across the desert
🔹 Scandal → shutdown → "why are we even doing this here?"
🐉 China didn't take the industry. The West handed it over
🔹 Refining is dirty — neodymium is more carbon-intensive to produce than steel, copper, nickel or cobalt
🔹 America offshored the mess. China mastered the chemistry
🔹 Four decades later, Beijing controls the choke point
🧲 And it's all about magnets
🔹 NdFeB, the strongest permanent magnets on Earth, no contest
🔹 They're in your AirPods, wind turbines, EV motors, drones
🔹 Drones are the next chapter of warfare. No magnets, no motors
♟️ Now it sits at the top of geopolitics
🔹 When Trump met Xi, rare earths led the agenda
🔹 Tariff threats answered with export controls, that's leverage
🔹 The irony: Mountain Pass is now restarting, chasing the industry America gave away
China didn't win the race. The West walked off the track. 👀
🎥 Ed Conway, Sky News: Stuff Matters
#RareEarths #CriticalMinerals #Neodymium #NdFeB #Magnets #MountainPass #China #SupplyChain #Mining #EVs #Drones #WindEnergy #Geopolitics #Dysprosium #CleanEnergy
☢️ It started with the Manhattan Project
🔹 In the 1940s, separating uranium taught America how to separate rare earths
🔹 The US invented the l production for decades
🧪 "Rare" earths aren't rare, separating them is
🔹 Copper: ~7 refining processes. Nickel: ~20
🔹 Separating the full suite of 17 rare earths: THOUSANDS of processes
🔹 Energy-hungry, waste-heavy, and brutally hard to master
🏜️ Mountain Pass: the mine that had it all
🔹 One California mine made the US the world's rare earth superpower
🔹 Then radioactive wastewater leaked from pipes running 14 miles across the desert
🔹 Scandal → shutdown → "why are we even doing this here?"
🐉 China didn't take the industry. The West handed it over
🔹 Refining is dirty — neodymium is more carbon-intensive to produce than steel, copper, nickel or cobalt
🔹 America offshored the mess. China mastered the chemistry
🔹 Four decades later, Beijing controls the choke point
🧲 And it's all about magnets
🔹 NdFeB, the strongest permanent magnets on Earth, no contest
🔹 They're in your AirPods, wind turbines, EV motors, drones
🔹 Drones are the next chapter of warfare. No magnets, no motors
♟️ Now it sits at the top of geopolitics
🔹 When Trump met Xi, rare earths led the agenda
🔹 Tariff threats answered with export controls, that's leverage
🔹 The irony: Mountain Pass is now restarting, chasing the industry America gave away
China didn't win the race. The West walked off the track. 👀
🎥 Ed Conway, Sky News: Stuff Matters
#RareEarths #CriticalMinerals #Neodymium #NdFeB #Magnets #MountainPass #China #SupplyChain #Mining #EVs #Drones #WindEnergy #Geopolitics #Dysprosium #CleanEnergy
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Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) retweeted
President Trump Just Now: “We have a lot of rare earths, the processing is the problem, not the rare earths. Within 12 months we’re gunna have more rare earths than anybody thought possible.” $MP $USAR $UUUU $AREC $UURAF $ALOY
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Ucore Verifies Louisiana RapidSX™ Equipment Scale-Up Configurations
ucore.com/ucore-verifies…
TSXV: $UCU | OTCQX: $UURAF | ucore.com
#RareEarths #CriticalMinerals #RapidSX #UURAF #Louisiana #Neodymium #CriticalMetals #REEs #RapidSX #SupplyChains
ucore.com/ucore-verifies…
TSXV: $UCU | OTCQX: $UURAF | ucore.com
#RareEarths #CriticalMinerals #RapidSX #UURAF #Louisiana #Neodymium #CriticalMetals #REEs #RapidSX #SupplyChains
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China's rare earth export curbs may hit $6.5tn in global production
Automotive, tech, defence and energy sectors at risk amid supply disruption fears
thenationalnews.com/business/econo…
Automotive, tech, defence and energy sectors at risk amid supply disruption fears
thenationalnews.com/business/econo…
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