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Ucore Comments on China's Expanded Rare Earth Export Controls
Newsfile· 2025-10-10 12:37
Halifax, Nova Scotia--(Newsfile Corp. - October 10, 2025) - Ucore Rare Metals Inc. (TSXV: UCU) (OTCQX: UURAF) ("Ucore" or the "Company") is pleased to comment on recent reports of China's expanded rare earth export restrictions, including the addition of refining technology and equipment to the export control list. The Company confirms that it does not require or intend to use equipment sourced from the People's Republic of China for its U.S. heavy rare earth separation operations. Ucore's equipment strate ...
China tightens grip on rare earths supplies. The stocks involved in this crucial industry are surging
CNBC· 2025-10-09 13:17
A wheel loader operator fills a truck with ore at the MP Materials rare earth mine in Mountain Pass, California, U.S. January 30, 2020.Shares of U.S. rare earth and critical mineral miners surged Thursday after China tightened restrictions on exports, fuelling market speculation that the Trump administration will move more aggressively to invest in building out a domestic supply chain.USA Rare Earth surged 7%, MP Materials jumped more than 4%, and Energy Fuels was up nearly 6% before the market opened. Lith ...
BRE and Carester sign 10-year Heavy Rare Earth Offtake and Partnership to deliver BRE's Rare Earth Separation Plant
Globenewswire· 2025-10-09 12:30
Long-term strategic partnership: Carester is a leading global rare earth processing specialist having played key roles in the design, commissioning and optimisation of rare earth production plants worldwide.Binding 10-year heavy rare earth offtake agreement: Carester to purchase heavy rare earth feedstocks from BRE for an initial 10-year term. Supply offtake agreement will support up to 150 tpa of separated dysprosium and terbium (DyTb) oxide production at Caremag, Carester’s plant.Caremag heavy rare earth ...
Why Shares of USA Rare Earth Exploded 57% Higher This Week
Yahoo Finance· 2025-10-03 16:11
Key Points USA Rare Earth is building a rare earth magnet mine and production facility in the U.S. These materials have become increasingly important since the trade ware with China broke out earlier this year. Stocks the U.S. government has acquired a stake in have soared. 10 stocks we like better than USA Rare Earth › Since the close of trading last week, shares of the magnet mining and production company USA Rare Earth (NASDAQ: USAR) had blasted roughly 57% higher, as of 11:14 a.m. ET Friday. ...
Wall Street Breakfast Podcast: Shutdown Freezes Release
Seeking Alpha· 2025-10-03 10:21
SmileStudioAP/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26) This is an abridged transcript. If the Bureau of Labor Statistics were issuing its September Employment Situation report today, economists were expecting a headline p ...
Wall Street Breakfast Podcast: Shutdown Freezes Release, Not Data
Seeking Alpha· 2025-10-03 10:21
Labor Market Insights - Economists expected a rebound in September payrolls from August, but still significantly weaker than a year ago, with the unemployment rate anticipated to remain at 4.3% [4] - The current labor market is described as "stagnant," with a focus on the importance of employment data in a low growth environment [5] - Job postings data indicates that health care has been a primary driver of job creation, accounting for more than half of new jobs in recent months [6] Job Postings and Sector Performance - Despite headline job postings being above pre-pandemic levels, all but one sector have seen year-over-year declines, indicating a shift from the strong economy of 2022 to a reliance on residual strength [7] - The distribution of jobs across industries is crucial for understanding the nuances of the current economy [8] Company-Specific Developments - Apple removed the ICEBlock app from its App Store following pressure from the Trump administration, citing safety risks for federal agents [9][10] - USA Rare Earth stock experienced a significant increase, rising 23% on Thursday and an additional 7% in premarket trading, following comments from CEO Barbara Humpton about close communication with the Trump administration [10][11] - The CEO emphasized the collaborative nature of the rare earth supply chain, indicating that multiple players are needed to develop the marketplace [11]
USA Rare Earth jumps 6% after CEO confirms discussions with Trump administration
CNBC· 2025-10-02 22:45
"We are in close communication with the administration," Humpton told CNBC's Morgan Brennan when asked whether USA Rare Earth was interested in a deal with the Trump administration.Shares of USA Rare Earth jumped in extended trading Thursday, after CEO Barbara Humpton told CNBC that the rare earth miner is "in close communcation" with the White House.USA Rare Earth shares were last up about 6% after hours. Its stock gained 23% in regular trading Thursday and has nearly doubled this year."This is a field whe ...
ReElement Technologies Signs MOU with POSCO International to Bolster Rare Earth Supply Chain and Build Integrated U.S. Production Complex
Accessnewswire· 2025-09-18 13:00
Group 1 - American Resources Corporation's portfolio company, ReElement Technologies, has signed a memorandum of understanding with POSCO International Corporation [1] - The agreement aims to strengthen the rare-earth supply chain in the United States [1] - The collaboration will explore the establishment of an integrated rare-earth and permanent-magnet production complex [1]
Blackboxstocks Inc Merger Target REalloys Enters Strategic Alliance with St George Mining to Secure High-Grade Rare Earths Supply from the Araxá Project
Globenewswire· 2025-09-18 12:30
Core Insights - REalloys Inc. has signed a Memorandum of Understanding (MOU) with St George Mining Limited to collaborate on the commercialization of rare earth minerals from the Araxá Project in Brazil, reinforcing its position in the U.S. rare earth supply chain [1][2][4] - The alliance includes a long-term offtake agreement that secures REalloys access to up to 40% of Araxá's rare earth production, enhancing its role in the U.S. defense and industrial magnet materials supply chain [2][4] - The Araxá Project is noted for being the largest and highest-grade carbonatite-hosted rare earths deposit in South America, with a resource of 40.6 million tons at 4.13% Total Rare Earth Oxides (TREO) [6] Company Overview - REalloys operates a downstream magnet material and critical metals manufacturing facility in Euclid, Ohio, and owns the Hoidas Lake Rare Earth Elements Project in Saskatchewan, Canada, which has a significant mineral resource estimate of 2,153,000 tons of Total Rare Earth Oxides [5] - The Hoidas Lake deposit includes both Heavy Rare Earth Elements (HREEs) and Light Rare Earth Elements (LREEs), positioning REalloys to meet the growing demand for high-performance magnet materials in the U.S. [5][7] - The company is expanding its Ohio facility's production capacity while de-risking and advancing its HLREE Project to meet U.S. Protected Markets' demand [7] Strategic Importance - The alliance with St George Mining is seen as a pivotal moment for REalloys as the U.S. government intensifies efforts to secure non-China rare earth supply chains, positioning REalloys as a critical contributor to national defense and energy security [4][6] - REalloys has existing contracts with the Defense Logistics Agency and other federal agencies to develop and manufacture high-purity rare earth metals and magnets for defense and commercial applications [6] - The collaboration aims to optimize processing flowsheets to deliver products tailored for U.S. protected markets, leveraging REalloys' advanced metallization and alloying technologies [6]
概念股全线大涨!事关稀土,美国突爆大消息
Zheng Quan Shi Bao· 2025-09-16 22:27
Core Viewpoint - The U.S. government is considering establishing a $5 billion mining investment fund, which could significantly impact the rare earth sector and enhance domestic supply chains for critical minerals [1][2][4]. Group 1: U.S. Government Actions - The proposed mining investment fund is expected to focus on critical minerals such as rare earths and uranium [4]. - The U.S. International Development Finance Corporation (DFC) is in talks with Orion Resource Partners to form a joint venture for this fund, which would be a 50-50 investment [2][3]. - If approved, this would be the largest commitment in DFC's history, reflecting an expansion of its role in the mining sector [3]. Group 2: Market Reactions - Following the announcement, U.S. rare earth stocks surged, with USA Rare Earth rising over 15% [1][2]. - The overall U.S. stock market showed mixed results, with major indices experiencing slight declines, while the dollar weakened significantly [1]. Group 3: Rare Earth Industry Context - The U.S. has been heavily reliant on imports for rare earth elements, with domestic reserves estimated at only 1.9 million tons compared to China's 44 million tons [6]. - Recent actions by the U.S. government, including a $400 million investment in MP Materials, indicate a strategic shift towards building a domestic supply chain for rare earths [4][5]. - The rare earth elements are critical for various industries and are often referred to as "industrial vitamins" due to their essential role in modern technology [5].