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China Tightens Rare Earth Grip, Ucore Builds Western Alternative

China expands rare earth export controls, threatening global supply chains. Ucore Rare Metals builds Western alternative with DoD-backed RapidSX technology to secure critical minerals for defense and clean energy.

This development matters because rare earth elements power essential technologies including electric vehicle motors, wind turbine generators, missile guidance systems, and aerospace actuators. With China controlling approximately 90% of global processing capacity and up to 85% of magnet manufacturing, Western nations face severe supply chain vulnerabilities that could disrupt multiple critical industries. The export restrictions create immediate risks for defense contractors, renewable energy developers, and technology manufacturers who rely on these materials. Ucore's efforts to establish independent processing capacity addresses a fundamental national security and economic resilience challenge, potentially preventing supply shocks that could stall the transition to clean energy and compromise military readiness. For consumers, this could mean more stable pricing and availability of electric vehicles and renewable energy technologies, while for investors it represents a strategic opportunity in the critical minerals sector.