Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF)

Ucore is a Canadian public company with a transformational rare earth separation technology, RapidSX™

TSX-V: $UCU | OTCQX: $UURAF | FSE: $U9UA
[email protected]

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Ucore | Pat Ryan - Corporate Update

https://t.co/DnX3NxLz03

[InvestorNews.com @InvestorNews]

Trending at #4 on @InvestorNews this week – Ucore Advances Louisiana Rare Earth Separation with Expanded Defense Funding https://t.co/DtG7VKoVUx

#RareEarths #CriticalMinerals @ucore $UCU.V $UURAF

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Ucore Receives Initial Machine A Commissioning Feedstock at the Louisiana SMC

https://t.co/L4LPtjUc1A

TSXV: $UCU | OTCQX: $UURAF | https://t.co/xKjoCgu9GW

#Neodymium #CriticalMetals #RareEarths #REEs #RapidSX #REE #SupplyChains #NdFeB #Dysprosium #Terbium #Dy #Tb #Louisiana

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Presentation Replay: Ucore Rare Metals Inc. | Red Cloud's Fall Mining Showcase 2026 [@RedCloudSec]

https://t.co/KM1BB7YyTS

TSXV: $UCU | OTCQX: $UURAF | https://t.co/eWkmOkW8bI

#Neodymium #CriticalMetals #RareEarths #REEs #RapidSX #REE #SupplyChains #NdFeB #Dysprosium #Terbium #Dy #Tb #Louisiana

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Ucore Provides Louisiana SMC Organizational and Project Team Updates

https://t.co/P8jrZzAsae

TSXV: $UCU | OTCQX: $UURAF | https://t.co/eWkmOkVAma

#Neodymium #CriticalMetals #RareEarths #REEs #RapidSX #REE #SupplyChains #NdFeB #Dysprosium #Terbium #Dy #Tb #Louisiana

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Building the next U.S. Supply Chsin | Pat Ryan, CEO, Ucore Rare Metals Inc.

https://t.co/uy4tj3aDqR

TSXV: UCU | OTCQX: UURAF
https://t.co/8Y1LdAUo4l

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Ucore | REECAP - October 2026

https://t.co/CcrwmOrwSc

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

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: UURAThe 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: UURAThe 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: UURAThe 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: UURAThe 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: UURAThe 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

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Rare earths developer in Greenland says security agreement with US, Denmark shows region's strategic importance

https://t.co/b14qY5Hwjq

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Pentagon adds $4.6M to expand RapidSX [@MetalTechNews1]

https://t.co/IgE6I07JYN

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

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 https://t.co/eWkmOkVAma

TSX-V: $UCU | OTCQX: $UURAF | FSE: $U9UA

[Donald J Trump Posts TruthSocial @TruthTrumpPost]

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.

[⚗️ NdPr DyTb | Rare Earths ⛏️⚗️🔥🔬🧲 Analyst ⭐ @roblun1]

🇯🇵🚨 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 just ~20% of their 2024 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.
https://t.co/QeWMOOXTIY

🌏 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

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

The Critical Minerals Bull Market Is Here as China Puts Its Arsenal Back in Play

https://t.co/XkB14l2jXP

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Trump Touts $3B in Mineral Project to Counter China

https://t.co/MAeNOZSkIs

[⚗️ NdPr DyTb | Rare Earths ⛏️⚗️🔥🔬🧲 Analyst ⭐ @roblun1]

⚡🌏 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 industry, and led global 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

[cek @cekdrew]

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

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

Ucore Verifies Louisiana RapidSX™ Equipment Scale-Up Configurations

https://t.co/7cisJSXxI2

TSXV: $UCU | OTCQX: $UURAF | https://t.co/eWkmOkVAma

#RareEarths #CriticalMinerals #RapidSX #UURAF #Louisiana #Neodymium #CriticalMetals #REEs #RapidSX #SupplyChains

[Ucore Rare Metals Inc. (TSXV:UCU) (OTCQX:UURAF) @ucore]

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

https://t.co/sitg485CiF