03:47 PM ET | 03/02/2026
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Ucore Rare Metals (UURAF), which trades over the counter and is building a plant in Louisiana, issued a news release on Feb. 23 detailing price increases for rare earth oxides, especially the heavy rare earths whose export China has restricted based on their defense-industry importance.
Ucore said that dysprosium oxide prices recently increased to over $200 per kg in China and to $1,000/kg outside China. Terbium oxide has climbed to $900/kg in China and $4,500/kg outside of China.
As for light rare earth pricing, the price of neodymium-praseodymium (NdPr) oxide has more than doubled since July, when the Pentagon agreed to ensure a price floor of $110 per kilogram. NdPr has climbed to $120/kg in China and as high as $140/kg in North America, Ucore said.
Rare earth stocks backtracked after the Trump administration declined to provide similar price support to USA Rare Earth as part of the government's investment in the company in January.
Nova Scotia-based Ucore has received $22.4 million in U.S. Defense Department funding. The company says its RapidSX technology platform is able to process rare earths at triple the rate of conventional processing and requires a smaller footprint.
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aus:
"Rare Earth Stocks Flash Buy Signals As Missiles Fly"
https://www.investors.com/news/...zcyNjkyMjg1JGo2MCRsMCRoODAwNjkyNzg3
Rare Earth Stocks Flash Buy Signals As Missiles Fly
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