Ucore Comments on G7 Focus to Secure Critical Mineral Supply Chains, October 30-31, 2025

Core Insights - Ucore Rare Metals Inc. emphasizes the importance of securing critical mineral supply chains in response to the G7 Energy and Environment Ministers' Meeting, highlighting policy tools such as long-term offtake agreements, strategic stockpiling, and targeted financing to enhance North American rare earth independence [1][2][4] Company Strategy - Ucore is focused on developing North American refining capacity for high-purity rare earth oxides, aiming to support the clean energy transition and modern manufacturing [5][6] - The company plans to disrupt the People's Republic of China's control over the North American rare earth supply chain by establishing processing facilities in Louisiana and Canada, as well as developing the Bokan-Dotson Ridge Rare Heavy REE Project in Alaska [7] Market Implications - The G7's coordinated actions are expected to improve market stability and security of supply, which could catalyze private investment across the energy-transition value chain [2][6] - Durable pricing frameworks and government-backed offtakes are anticipated to reduce commodity price volatility, enhancing the economics of North American rare earth refining [6] Partnerships and Development - Ucore aims to establish strategic partnerships to enhance its supply chain and has assumed that it will secure additional partners and funding for its projects [10]