$UURAF - Ucore Partners With Sumitomo to Expand Western Rare Earth Supply Chain 2026-06-15 11:50:27 ET Ucore Rare Metals (TSXV:UCU,OTCQX:UURAF) has signed a strategic cooperation framework with Sumitomo Corporation of Americas (OT… ift.tt/eUNmdia

🧲 Japan just made its biggest move yet in the ex-China rare earth supply chain. And a Canadian company you probably haven't heard of is at the centre of it. Today: Ucore Rare Metals Sumitomo Corporation of Americas. 🤝 THE SUMITOMO DEAL — WHAT IT ACTUALLY MEANS Sumitomo Corporation of Americas (SCOA) is the US arm of one of Japan's largest trading houses. 1️⃣ On June 15, 2026, Ucore Rare Metals and Sumitomo Corporation of Americas (SoMA) announced a strategic collaboration to build a North American–to–Japan rare earth supply chain, leveraging Ucore’s RapidSX™ refinery in Louisiana as the heavy rare earth hub. sumitomocorp.com/en/us/news/… 2️⃣ SoMA: Sumitomo’s North American arm THE SUMITOMO DEAL — WHAT IT ACTUALLY MEANS Sumitomo Corporation of Americas (SCOA) is the US arm of one of Japan's largest trading houses. And Sumitomo has been very deliberate about rare earths. Here's their existing network: 🇺🇸 MP Materials — Exclusive NdPr oxide distributor in Japan. ~3,000 tpa to Japanese magnet makers. ~30% of Japan's annual NdPr demand. Operating since 2023. 🇺🇸 Phoenix Tailings — Equity investor (via Presidio venture arm). Finished rare earth metals. Zero Chinese inputs. Exeter, NH, operating. 🇦🇺 Victory Metals — LOI for North Stanmore MREC offtake. ~1,000 tpa MREC/year including ~50 tpa Dy/Tb. Pilot 2027. 🇦🇺 Tivan — Multi-project critical minerals partnership in northern Australia. METI/JOGMEC-backed. 🇨🇦🇺🇸 Ucore — Now added. Heavy REE separation platform, Louisiana SMC. See what Sumitomo is building? Light REEs → MP Materials. Finished metals → Phoenix Tailings. Heavy REEs → Ucore Victory Metals. Full-spectrum. Tiered. No China at any stage. This is Japan's critical minerals strategy being executed through commercial partnerships — with Sumitomo as the execution arm. 🏗️ UCORE's FULL PARTNER MAP — THE MINE-TO-MAGNET CHAIN Ucore hasn't just signed Sumitomo. They've been building a network: ⛏️ Feedstock (upstream): Wyloo/Hastings (Australia Yangibana MREC), Meteoric Resources (Brazil Caldeira MREC), ABx Group (Australia), Critical Metals Corp., Metallium Limited (Flash Joule Heating upgrading) ⚗️ Refining: RapidSX™ Louisiana SMC — Nd, Pr, Dy, Tb, Sm, Gd 🏭 Downstream (magnets): VAC/eVAC Magnetics SC (German magnet technology, US factory), Vulcan Elements NC (100% US allied sourced magnets, $1.4B govt-backed) 🌏 Distribution: Sumitomo Corporation of Americas → Japan This is a complete mine-to-magnet chain being assembled in real time — with North American refining at the centre. 🔑Japan’s Economic Security Promotion Act turned rare earths into a national‑security product, not just a commodity. Sumitomo is executing that policy through a portfolio of US and allied partners. This new Ucore–SoMA deal signals where the next battle line is: Heavy rare earths, separated and refined on Western soil, feeding both US and Japanese magnet makers. What Sumitomo is building across MP Materials, Phoenix Tailings, Victory Metals and now Ucore is the most comprehensive ex-China rare earth supply architecture assembled by any Japanese trading house. And Ucore just moved from “interesting tech” to core node in that network. ucore.com/ucore-rare-metals-… @ucore #RareEarths #Ucore #RapidSX #Sumitomo #SoMA #PhoenixTailings #MPMaterials #CriticalMinerals #NdFeB #Dysprosium #Terbium #HeavyRareEarths #SupplyChain #China #DFARS #Defense #EVs #Magnets #Louisiana #Japan #METI #JOGMEC

Ucore Rare Metals and Sumitomo Corporation of Americas Announce Strategic Collaboration in Rare Earth Supply Chain ucore.com/ucore-rare-metals-… TSXV: $UCU | OTCQX: $UURAF | ucore.com #Sumitomo #SumitomoCorporation #Japan #CriticalMetals #RareEarths #REEs #RapidSX #REE #Louisiana #ucore

UCore International Connections Germany - VAC Korea - POSCO Japan - Sumitomo Brazil - Meteoric Australia - ABx, Hastings, Metallium Plus we cannot forget the domestic: US - eVAC US - Vulcan

Ucore & Japan buddies now ceo.ca/@newsfile/ucore-rare-…

Ucore $UURAF ($480M MC) x Sumitomo Corporation ($46B MC).

🚨 US RARE EARTH STOCKS – SOLID GREEN ADVANCE US rare earth and critical minerals names posting broad gains today, fueled by ongoing supply chain security and strategic materials themes. 📊 TODAY’S US RARE EARTH SNAPSHOT 🟢 $UURAF (Ucore Rare Metals) — $4.20 9.96% 🟢 $USAR (USA Rare Earth) — $23.19 5.46% 🟢 $UUUU (Energy Fuels) — $15.84 5.32% 🟢 $CRML (Critical Metals) — $10.39 4.90% 🟢 $MP (MP Materials) — $59.27 2.99% 👉 Core takeaway: Strong session across the US rare earth group. UURAF led with nearly 10%, while every name finished solidly in the green. MP Materials, the largest player, also contributed healthy gains. 📈 US RARE EARTH / CRITICAL MINERALS BREAKDOWN ⛏️ Rare Earth Miners & Producers • MP — MP Materials: Largest US rare earth producer (Mountain Pass) • USAR — USA Rare Earth: Developing domestic mining processing 🔬 Processing & Technology • UURAF — Ucore: Advanced rare earth separation technology • CRML — Critical Metals: Lithium rare earths focus ⚛️ Uranium & Critical Minerals • UUUU — Energy Fuels: Rare earths uranium production ⚡ WHAT’S DRIVING THE MOVE - Renewed focus on US supply chain independence for critical minerals - Strategic demand from defense, EVs, renewables, and tech sectors - Positive sentiment around government support and potential policy tailwinds - Broader commodity/mining rotation into strategic materials Signal: Geopolitical tensions and onshoring efforts continue to underpin long-term interest in domestic rare earth production. 🔥 BULL vs BEAR 🟢 Bull Case • Accelerating demand from EVs, wind turbines, and defense applications • US government incentives and funding for domestic supply chains • Pricing power as China dominance faces scrutiny • Successful project execution unlocking multi-year production growth 🔴 Bear Case • Technical and permitting challenges in scaling US operations • Volatile commodity pricing and long development timelines • Heavy competition from low-cost Chinese supply • Capital-intensive projects with execution and funding risks 💭 CONCLUSION US rare earth stocks delivered a strong green session today, led by UURAF and USAR in a broad-based rally. Momentum around domestic critical minerals production remains supportive amid strategic importance and policy backing. 👀 KEY QUESTION Will UURAF and MP’s strength signal a sustained breakout for the US rare earth sector, or will project delays and commodity volatility keep these names range-bound?

Ucore Rare Metals and Sumitomo Corporation of Americas sign strategic collaboration in Rare Earth Supply Chain - resourceworld.com/ucore-rare… #ResourceWorld #resourceinvesting #miningnews #mining #resources #rareearths #REE #criticalmetals @ucore

Ucore Rare Metals and Sumitomo Corporation of Americas Announce Strategic Collaboration in Rare Earth Supply Chain bit.ly/4eu7mXV #RareEarths #CriticalMinerals #Sumitomo @Ucore $UCU.V $UURAF cc: @InvestorNews

Huge step forward for @ucore, in battle to end China #RareEarth dominance. #sumitomo #madmention @jeffmarkscnbc #magnets @AmandaVandyke13 @ErnestScheyder @InvestorNewsCom #criticalminerals #terbium #dysprosium @cekdrew

$UURAF Ucore Rare Metals and Sumitomo Corporation of Americas Announce Strategic Collaboration in Rare Earth Supply Chain

@cekdrew, this is probably why we spiked from 4$ to 5.10 a few weeks back! Happened when White House and Japanese trade delegation signed that RE agreement. To the moon!