Ucore Rare Metals Inc. (TSX.V: UCU) (OTCQX: UURAF) Advances Kingston Facility as Samarium Risk Escalates

Disseminated on behalf of  Ucore Rare Metals Inc. (TSX.V: UCU) (OTCQX: UURAF) and may include paid advertising.

• Ucore Rare Metals is developing a first-of-its-kind North American processing hub dedicated to refining samarium and gadolinium oxides.
• The U.S. Geological Survey’s draft 2025 supply-risk model identifies samarium as the most at-risk mineral among the 50 materials evaluated.
• Ucore’s Kingston facility is part of a wider company strategy to establish a Western alternative to China’s dominant magnet-materials infrastructure.

As the United States faces its most severe supply-chain warning yet for a key defense mineral, one project in Canada has suddenly become more strategically important than ever. The latest U.S. Geological Survey draft ranking shows samarium carrying the highest supply disruption risk among all evaluated critical minerals for 2025, a development that directly elevates the relevance of Ucore Rare Metals (TSX.V: UCU) (OTCQX: UURAF) and its planned Ontario-based samarium-gadolinium refining facility. 

Ucore Rare Metals is developing a first-of-its-kind North American processing hub dedicated to refining samarium and gadolinium oxides, part of a broader strategy to rebuild a complete, Western-controlled supply chain for critical materials used in advanced manufacturing, energy technologies and defense applications. The U.S. Geological Survey’s draft 2025 supply-risk model identifies samarium as the most at-risk mineral among the 50 materials evaluated, placing it at the highest potential for supply disruption due to heavy concentration of global production in a single country. According to the USGS, samarium ranks number one on the agency’s overall disruption index, while gadolinium also appears in the high-risk tier due to similar production and processing concentration trends.

This finding follows years of analysis showing that rare-earth metals, particularly those used in permanent magnet alloys, are among the most vulnerable materials in the U.S. industrial supply chain. Samarium’s elevated ranking is especially notable because it is essential for samarium-cobalt (“SmCo”) permanent magnets, which are prized for their high-temperature performance and resistance to demagnetization. These magnets remain indispensable in aerospace, defense, naval propulsion and critical energy applications where other types of magnets cannot safely operate.

China’s dominance is the central reason for the heightened risk signal. The USGS Mineral Commodity Summaries confirm that China is the world’s leading producer and processor of rare-earth elements, controlling the vast majority of global supply, including samarium production streams derived from rare-earth separation facilities. With the U.S. dependent on imports for nearly all commercial quantities of separated rare-earth materials, the combination of geopolitical tension and supply concentration makes samarium vulnerability a pressing strategic concern. SmCo magnets are incorporated into guidance systems, high-performance electric motors, radar components, precision navigation technologies and various classified defense applications. Their performance under extreme heat makes a reliable supply of samarium and gadolinium technically irreplaceable in several mission-critical systems.

This worsening supply-chain imbalance is precisely what Canada moved to address when the federal government announced up to C$36.3 million in conditional funding to support Ucore’s Kingston project. The announcement noted that the contribution would come from two sources: Natural Resources Canada’s Global Partnerships Initiative and FedDev Ontario. The funding is intended to help Ucore establish a North American facility dedicated to processing samarium and gadolinium oxides for the samarium-cobalt magnet supply chain, with all funding contingent on standard due-diligence reviews and final agreements This represents one of the most targeted federal investments to date in a facility explicitly aligned with defense-grade magnet materials.

Ucore’s Kingston facility is part of a wider company strategy to establish a Western alternative to China’s dominant magnet-materials infrastructure. The company is also advancing its RapidSX technology platform, which is designed to improve the efficiency of rare-earth separation by enhancing traditional solvent-extraction processes. RapidSX can achieve separation performance comparable to conventional systems while reducing plant footprint and processing times, a characteristic that could make domestic separation more cost-competitive with entrenched Chinese operations. 

The Kingston plant is designed to focus on mid-stream processing, converting mixed rare-earth feedstocks into high-purity samarium and gadolinium oxides suitable for downstream alloying into SmCo magnet materials. This fills a critical gap because both the United States and Canada currently lack commercial-scale facilities capable of producing separated heavy rare-earth oxides at purity levels needed for magnet manufacturers. By building this processing tier in North America, Ucore aims to enable a more complete mine-to-magnet supply chain that does not rely on China for separation, refinement or high-performance magnet feedstocks.

The timing could not be more consequential. The USGS’s new risk ranking marks the clearest signal yet that samarium is among the minerals most vulnerable to geopolitical disruption. With demand from aerospace, defense and electrification technologies expected to rise, the need for stable, Western-aligned processing capacity becomes increasingly urgent. The Ucore Kingston initiative offers a direct response to this vulnerability by establishing a facility capable of refining the specific oxides required for critical magnet alloys, backed by a conditional federal commitment and a technology platform built around greater efficiency and scalability.

As the U.S. and its allies work to strengthen critical-mineral resilience, Ucore Rare Metals stands at the center of a strategically important development in the supply chain. The risk signal is flashing red, and Ucore’s Kingston facility provides a tangible path to securing materials that modern defense systems cannot operate without.

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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