Canada, Japan consider critical minerals joint stockpiling in hunt for China alternatives
reuters.comu/davide3991 — 10 days ago
▲ 37 r/UURAF
Ontario Secures Critical Mineral Agreement with United Kingdom to Strengthen Allied Supply Chains | Ontario Newsroom
Not a Ucore specific news but still relevant
u/davide3991 — 12 days ago
The Global Rare Earth Market Is Fracturing in Two: How Rare Earth Supply Chain Security and Critical Minerals Strategy Will Define the Next Decade
u/danieldeubank — 13 days ago
Big picture of the five mine-to-magnet supply chains in development in the U.S.
u/davide3991 — 13 days ago
Energy Fuels Announces Definitive Agreement to Acquire VAC for $1.9 Billion Equity Value
finance.yahoo.comu/davide3991 — 13 days ago
Ucore Produces NdPr Oxide and Ships Qualification Samples to Major Rare Earth Magnet Manufacturers – Ucore Rare Metals Inc.
New Ucore press release this morning.
u/Alamo935 — 14 days ago
Prime Minister Carney secures new partnerships in defence and critical minerals at the 2026 G7 Leaders’ Summit
pm.gc.cau/davide3991 — 19 days ago
Office of Strategic Capital Signs $500 Million Conditional Loan Commitment With Phoenix Tailings
“Together, the OSC investment and additional private capital are intended to provide approximately $1 billion to support a significant expansion of critical metal production at existing facilities and a new, state-of-the-art, U.S.-based rare earth separation and metallization facility”
u/davide3991 — 20 days ago
Meet_MachineA-Americas_Answer_to_China
u/Fancy-Act6849 shared this post earlier, but I’m reposting it here for greater visibility since this link appears to be accessible without the paywall. Also shared the link in the original post as well
u/Alamo935 — 23 days ago
Shin-Etsu to set up rare-earth smelter in Japan to ease reliance on China
asia.nikkei.comu/davide3991 — 26 days ago
American Battery Technology Company Wins Appeal and Has US Department of Energy Grant Reinstated for $115 million Project for Commercial Scale Critical Mineral Lithium Refinery
finance.yahoo.comu/davide3991 — 28 days ago
DFC Board Approves $2.5 Billion in New Strategic Investments Advancing Infrastructure, Energy, and Supply Chain Security
dfc.govu/davide3991 — 1 month ago
▲ 36 r/UURAF
Carney proposed to the U.S. the potential agreements could include purchase of critical minerals
“Our core objective across these partnerships is to increase our strategic autonomy. Because we live in a world where integration has been weaponised,” Carney said, adding that a strong Canada is in a better position to work with America as an ally.
“While Canada and the United States have had our differences over the years, we have always, eventually, worked through them, because our shared values and common interests run deep,” he implored. “Canada Strong will help make America great again.”
He proposed to the U.S. that potential agreements could include the purchase of Canadian aluminum, automobiles, and critical minerals.
u/davide3991 — 1 month ago
Ucore Engineering Report Drives Optimized Commercial Deployment Plan for Louisiana Strategic Metals Complex
newsfilecorp.comu/Commotitties — 1 month ago
MP and USAF…not such a good marriage
Pulled from Stocktwits…seriously, go read this.
https://www.mining.com/mp-materials-accuses-usa-rare-earth-of-magnet-tech-theft/
Between the news above and the Pentagons distrust of AREC….things are improving for Ucore.
Edit: sorry about the post title….”USAR”…not USAF
u/davide3991 — 1 month ago
USA Rare Earth Selected for U.S. Department of Energy Funding Under Critical Materials Innovation Program
finance.yahoo.comu/davide3991 — 2 months ago
Europe Is Treating Critical Minerals Like Strategic Inventory Now
Europe’s latest critical minerals headline feels bigger than a normal commodity update. Reuters reported that the EU has shortlisted tungsten, rare earths, and gallium for its first joint critical minerals stockpile to reduce reliance on China. Other materials reportedly under consideration include magnesium, germanium, and graphite.
The important part is the policy direction. Europe is no longer treating critical minerals as simple inputs that can be bought whenever needed. It is treating them like strategic inventory tied to defense, semiconductors, renewable energy, and supply-chain security.
That shift matters for the whole Western mining narrative. China still plays a major role in refining and processing many key materials, so governments are trying to build stockpiles, alternative supply chains, and allied sourcing. This raises the value of mineral projects in stable jurisdictions.
Copper was not the headline mineral in this specific EU stockpile story, but the same logic applies. Copper is essential for AI data centers, power grids, EVs, robotics, renewable energy, defense systems, and industrial electrification.
That is why I think North American copper-gold juniors deserve more attention here. If governments are moving from “just-in-time minerals” to “secure strategic supply,” then future supply projects in Canada and the U.S. become more relevant.
OTCQB: NREDF is one of the names I’m watching in that context. NovaRed is still early-stage and speculative, but it gives exposure to a Canadian copper-gold exploration story at a time when secure mineral supply is becoming a much bigger theme.
u/davide3991 — 2 months ago
u/Commotitties — 2 months ago