This news came out on August 18 but I thought it worth re-reading:

Company shares thoughts on China’s move to restrict export of rare earths

Shares of Ucore Uranium (TSX: V.UCU, Stock Forum) moved 17% higher to 37.5 cents Tuesday, as the company weighed in with its thoughts on a recent announcement by China's Ministry of Information Technology regarding the export of rare earths.

Ucore which is focused on the Bokan - Dotson Ridge rare earth element and uranium project in southeastern Alaska, says that according to the Rare Earths Industry Development Plan, 2009-2015 released on Monday, the Chinese government intends to tighten its administration on the production of rare earths over the next six years, and will also restrict the export of rare earths over this period, with the annual export quota for REE's to be contained to below 35,000 tpy.

“More significantly for Ucore, Beijing has stipulated that the heavy rare earths (HREE's) dysprosium, terbium, thulium, lutetium and yttrium will not just be cut back, but will be fully prohibited from export under the new REE Plan,” says the company.

According to a recently released report, Ucore notes that it is one of only two companies in North America with a prospective deposit hosting a comprehensive suite of HREE's, and is the only such company with an HREE-enriched deposit located within the United States.

"The recent events in China are a remarkable development for Ucore," said Jim McKenzie, president and CEO of Ucore. "With one of the most prospective HREE sites in North America and one of the few prospective HREE targets in the world outside of south China itself, the prohibition of HREE exports from China is a significant event for us. Ucore is now working to generate additional near term drill results along two HREE prospective trends, now estimated to be at least ten kilometers in combined length."

On the company’s Bullboard, northguru said: “This is going to be big....No more HREE from China! Ucore will have to gear up fast and promote!”…