Ucore Rare Metals Advances North American Rare-Earth Supply Chain Amid Geopolitical Tensions

Ucore Rare Metals Inc. (TSX.V: UCU) (OTCQX: UURAF) is emerging as a key figure in the critical mineral solution, developing a North American supply chain for rare-earth separation using its proprietary RapidSX technology and advancing plans for a commercial facility designed to reduce reliance on Chinese processing. A 2022 study by the Congressional Research Service confirmed that a single F-35 fighter jet requires approximately 920 pounds of rare-earth materials, many of which must undergo separation and magnet-manufacturing processes that currently occur almost entirely in China. New Chinese restrictions could widen this gap by cutting off access to advanced magnet manufacturing know-how, potentially affecting everything from precision-guided munitions to next-generation naval and air-defense platforms.

This threat has placed renewed urgency on domestic companies, such as Ucore, that aim to rebuild processing infrastructure the U.S. allowed to atrophy over several decades. Ucore Rare Metals is central to this reshoring effort through its planned Strategic Metal Complex in Alexandria, Louisiana, where the company intends to separate mixed rare-earth concentrates into individual oxides needed for high-performance magnets. The facility is designed with a nameplate capacity of 7,500 metric tons per year of total rare-earth oxides, including up to 2,000 metric tons of neodymium-praseodymium oxide, the primary feedstock for permanent magnets.

Ucore's vision includes disrupting the People's Republic of China's control of the North American REE supply chain through the near-term development of a heavy and light rare-earth processing facility in Louisiana, with subsequent strategic metals complexes planned in Canada and Alaska. The company's longer-term development includes its 100% controlled Bokan-Dotson Ridge Rare Heavy REE Project on Prince of Wales Island in Southeast Alaska. For more information, visit the company's website at https://www.Ucore.com.

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