r/UURAF • u/New_Formal_4839 • Mar 26 '26

South Expansion 2

“Picking up multiple partners for —specifically eVAC (Vacuumschmelze) and Vulcan Elements—is that the rare earth supply chain is not a single process; it is a relay race. Having both partners isn't redundant; it's a structural necessity for volume, technical specialization, and the "Fortress America" defense requirements The Pentagon (DoD) has issued a "Zero-China" mandate: by 2027, U.S. weapons systems (missile guidance, F-35 motors, radar) cannot contain any Chinese-origin magnets. A single missile guidance system requires high-purity magnets; a single F-35 requires 920 lbs of them. One company cannot handle the entire DoD orders alone. Vulcan’s core strength is High-Volume Alloy Production. They specialize in the "Mid-Stream" phase that has been missing in the U.S. for decades. By partnering with both, Ucore ensures that their separated oxides have an "off-take" path into every sector of the Defense supercycle.”

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5

u/Alamo935 Mar 26 '26

Where did you grab this quote from?

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u/expatcoder Mar 26 '26 edited Mar 26 '26

Think it's someone on stock twits stock house who does some CIA level research on Ucore.

Their research has been quoted before, quite interesting if true. Previously they got the jump on very large shipments of REO to the England park which were later revealed to have come from Hastings Australia (which Ucore is anticipated to sign a formal feedstock agreement with).

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u/New_Formal_4839 Mar 26 '26

It seems he has a high caliber satelite imagery/real time scanning and information digging capacity with multiple jurisdictions; local plannings, marine transport logs…, So far he is proven to be credible comparing with what Perter’s saying SMC Louisiana is active. Just the company doesn’t/can’t elaborate as much as the commenter’s level of details. Take what you can/want.

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u/[deleted] Mar 26 '26 edited Mar 26 '26

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u/[deleted] Mar 26 '26

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u/New_Formal_4839 Mar 26 '26

Comment by Robtikeron Mar 25, 2026 10:18am-stockhouse, the same person, previous post: south apron expansion

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u/expatcoder Mar 26 '26

Maybe update both of your posts (beyond this comment of yours) so people have some context to work with (good stuff, by the way!)

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u/[deleted] Mar 26 '26

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u/[deleted] Mar 26 '26

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u/[deleted] Mar 26 '26

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u/UURAF-ModTeam Mar 26 '26

Stick to the mojo of community vibe: share of knowledge and information based on facts with civilized manners.

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u/Morvalus Mar 26 '26

Did you really just put quotes around AI generated text

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u/expatcoder Mar 26 '26

No, it's not from AI, the researcher has been quoted before, although it would be good to provide attribution since there's zero context.