NEWS Ucore’s Anti-China Pitch Sounds Good on Paper-But It’s Only Half the Battle

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Ucore Rare Metals challenges China's rare earth export controls with RapidSX technology, aiming to build a more resilient North American rare earth supply chain.

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Written by: Daniel
 
Great article and I really liked the analysis. I did wonder what the reagent situation would be and how this would impact UCORE as a result. It sounds like many other refiners will have issues as well though so industry wide issues could be expected but I suppose Ucore coming out with their statement is to try and distance themselves from being a part of the cohort of refiners (like solvay one would assume) who will have issues. It clearly worked as their share price went up 25% today.
 
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