Ucore Rare Metals Inc. (TSX.V: UCU) (OTCQX: UURAF) Positioned to Benefit from Trump Administration Price Support for US Rare Earth Projects

• The Trump administration’s price support strategy represents a significant shift in U.S. critical minerals policy.
• Ucore Rare Metals’ flagship RapidSX technology represents a breakthrough in rare earth element separation.
• The strategic importance of Ucore’s capabilities has attracted substantial government investment.

The Trump administration is developing a comprehensive strategy to strengthen the nation’s critical minerals production and reduce Chinese market control through guaranteed minimum pricing for domestic rare earth producers, senior White House officials revealed (https://ibn.fm/SdbJj). Ucore Rare Metals (TSX.V: UCU) (OTCQX: UURAF) stands uniquely positioned to capitalize on this initiative through its revolutionary RapidSX(TM) technology, which addresses critical bottlenecks in rare earth element separation and processing.

The Trump administration’s price support strategy represents a significant shift in U.S. critical minerals policy, directly targeting China’s market dominance in rare earth processing. Reports indicate that the rare earth elements (“REE”) market in China is the largest producer and consumer of REE in the world, producing about 60% of the global output and processing nearly 90% (https://ibn.fm/mWSsJ).

This overwhelming Chinese control has created strategic vulnerabilities that the Trump administration is now addressing through guaranteed minimum pricing. Trump officials told a group of rare earths companies that they are pursuing a COVID-era approach to boost U.S. critical minerals production by guaranteeing a minimum price for their products. This approach mirrors successful pandemic-era programs that supported domestic manufacturing capabilities during supply chain disruptions.

The timing of this price support initiative aligns with escalating trade tensions. Between 2023 and 2025, China began imposing export restrictions on strategic materials, including gallium, germanium, antimony, graphite and tungsten, to the United States. These restrictions demonstrate Beijing’s willingness to weaponize mineral dominance, making domestic processing capabilities increasingly critical for national security.

Ucore Rare Metals has emerged as a strategic solution provider amid these developments. The company’s flagship RapidSX technology represents a breakthrough in rare earth element separation, offering significant advantages over conventional processing methods. The RapidSX technology platform has been demonstrated to process REEs at least three times faster than a similar CSX plant with the same product throughput, resulting in a significantly smaller physical footprint (https://ibn.fm/CP0I4).

The strategic importance of Ucore’s capabilities has attracted substantial government investment. The company has secured over $22.4 million in funding from the U.S. Department of Defense, including a recent $18.4 million increase to support commercial-scale RapidSX production module construction and operations (https://ibn.fm/6SzsD). This funding will enable full-scale construction and early production in Louisiana targeted for the second half of 2026.

Ucore’s demonstration facility has already proven commercial viability. The company’s 465-square-meter RapidSX facility successfully separates heavy and light rare earth elements to extract samples of praseodymium and neodymium, two of the most important REEs used in permanent magnet materials critical for defense applications and clean energy technologies.

The innovative column-based solvent extraction method sets RapidSX apart from traditional processing (https://ibn.fm/YE9o1). Unlike conventional solvent extraction requiring powered mixing tanks, RapidSX efficiently blends aqueous and organic solutions through its streamlined design. This technological advancement addresses both efficiency and environmental concerns that have historically challenged rare earth processing in Western jurisdictions.

Environmental considerations play a crucial role in the success of domestic rare earth initiatives. Traditional separation processes generate significant toxic waste and require extensive mitigation measures. RapidSX’s improved efficiency and reduced environmental footprint make it more suitable for deployment under stringent Western environmental regulations, a key advantage as the industry seeks to establish processing capabilities outside China.

To support U.S. firms, Trump officials encouraged leveraging government incentives, including financial support from a tax and spending bill signed on July 4, 2025. This comprehensive approach combines price guarantees with additional financial incentives, creating a supportive environment for companies such as Ucore to scale their operations commercially.

The commercial pathway for Ucore’s technology extends beyond processing capabilities. The company focuses on rare-metal and critical-metal resources, extraction, beneficiation and separation technologies with potential for production, growth and scalability. Recent developments demonstrate successful qualification of mixed rare earth carbonate for processing through RapidSX technology at commercial scale.

As Western nations confront the strategic implications of rare earth dependence, the combination of Trump administration price support and proven processing technologies creates unprecedented opportunities for domestic supply chain development. Ucore’s RapidSX technology, substantial government backing and a clear commercial timeline position the company as a critical enabler of U.S. rare earth independence.

The development of alternative processing capabilities requires sustained investment and political support. The Trump administration’s commitment to price guarantees, combined with Department of Defense funding for companies such as Ucore, demonstrates the alignment between technological innovation and national security priorities necessary for long-term success in reshaping global rare earth supply chains.

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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