Disseminated on behalf of Ucore Rare Metals Inc. (TSX.V: UCU) (OTCQX: UURAF) and may include paid advertising.
- During interview, Ryan framed rare earths not just as mined commodities but as elements of control.
- Ucore’s strategy features a dual-node approach, with facilities on both Canada and the United States.
- The company’s refining technology is designed to fill critical downstream gaps in the rare-earth value chain.
In a recent interview with InvestorNews, Ucore Rare Metals (TSX.V: UCU) (OTCQX: UURAF) CEO Pat Ryan emphasized the strategic urgency of building a sovereign Western supply chain for rare earth elements, identifying samarium as “the most critically vulnerable rare earth, or the most critically vulnerable critical mineral” (https://ibn.fm/gMv83). Ucore is advancing its RapidSX(TM) separation technology and establishing refining nodes in Canada and the United States to supply high-purity rare earth oxides for magnets used in defense, renewables and electric vehicles.
During the interview, Ryan framed rare earths not just as mined commodities but as elements of control, telling host Tracy Hughes: “Samarium is the most critically vulnerable rare earth . . . . That’s important to the Vacuumschmelze relationship.” He described the company’s memorandum of understanding with Germany’s Vacuumschmelze and its U.S. subsidiary eVAC Magnetics as “an alliance between Canada, the USA, and Germany — three countries connecting.” He further explained that Ucore’s RapidSX process is “70% faster than solvent extraction and done with 60% less footprint,” enabling Ucore to shift production targets “in hours instead of weeks.”
Ryan also addressed recent Chinese export restrictions on samarium and gadolinium, both now included on China’s export control list, highlighting how Canada has responded. He referenced the conditional approval of C$36.3 million from Natural Resources Canada (“NRCan”) and FedDev Ontario for a Kingston, Ontario facility dedicated to refining these elements (https://ibn.fm/rLV9U). Regarding this funding, Ryan noted, “It culminated with a program announced at the G7. . . . Minister Hodgson signed the agreement with Ucore right on center stage.” This milestone supports Ucore’s goal to build independent processing capability in North America.
Ucore’s strategy features a dual-node approach. In Canada, its “Pathway to Samarium and Gadolinium Security” project in Kingston has conditional approval for up to C$36.3 million to establish North America’s first dedicated samarium-gadolinium oxide facility, using its RapidSX separation technology (https://ibn.fm/ErzvD). Simultaneously, Ucore is advancing its Louisiana Strategic Metals Complex (“SMC”) in Alexandria, Louisiana, which will target both light and heavy rare earths, supported by U.S. Department of Defense grants exceeding $18 million.
The company’s refining technology is designed to fill critical downstream gaps in the rare-earth value chain. “To build a supply chain, you’ve got to have nodes that connect,” Ryan emphasized. “You can’t have one-off MOUs that don’t bring a full solution.” His view is that mining alone is insufficient; processing and separation infrastructure is the bottleneck, which Ucore intends to address with its RapidSX system that can target specific elements such as samarium or gadolinium economically and quickly.
Ucore’s strategic alignment extends to downstream magnet producers. The MOU with Vacuumschmelze and its U.S. arm, eVAC Magnetics, which has received a U.S. Department of Defense Advanced Energy Project Tax Credit of $111.9 million for its facility in South Carolina, links Ucore’s oxide supply to a global magnet-production network. By positioning its technology at the heart of this supply chain, Ucore aims to supply the “high-purity rare earth oxides” needed for next-generation applications from defense systems to EV motors.
Ucore Rare Metals is actively reinforcing the domestic supply chain of critical rare earth elements by deploying its proprietary RapidSX separation technology across strategic locations in Canada and the U.S. With funding support from both governments, commercial partnerships with downstream magnet producers, and a clear focus on elements such as samarium and gadolinium, which face acute export-control risks, Ucore is staking its claim as a linchpin in North America’s push for supply-chain sovereignty. As Ryan observed: This is not just incremental, it is about rebuilding the Western supply network and delivering the product solutions needed for a strategic future.
For more information, visit www.Ucore.com.
NOTE TO INVESTORS: The latest news and updates relating to UURAF are available in the company’s newsroom at https://ibn.fm/UURAF
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