US Market News
1週前
Ramaco Resources, Inc. Announces the Entry into a Non-Binding Memorandum of Understanding with REalloys, Inc.May 28, 2026 4:15 PM
PR Newswire (US) LEXINGTON, Ky., May 28, 2026 /PRNewswire/ -- Ramaco Resources, (NASDAQ: METC, METCB) ("Ramaco") announces that it has entered into a non-binding memorandum of understanding with REalloys Inc. (NASDAQ: ALOY), an Ohio-based rare earth company, to establish a strategic relationship to complete due diligence and finalize an offtake agreement aimed at bolstering America's domestic rare earth and permanent magnet supply chain.The MOU contemplates that Ramaco would provide REalloys with a supply of Mixed Rare Earth Carbonate (MREC) from Ramaco's exploratory rare earth and critical minerals project in Wyoming. REalloys would then perform separation of the Ramaco feedstock into various rare earth oxides at its Saskatchewan Research Council (SRC) facility. The MOU also contemplates that Ramaco would supply its own separated scandium oxide from its Brook Mine critical mineral refinery for alloy metallization at REalloys' Euclid, Ohio facility."Ramaco is proud to pursue a future partnership with REalloys to supply domestically sourced mixed rare earth carbonates and scandium oxide that could underpin a resilient, ex-China permanent magnet supply chain," said Randall Atkins, Chairman and CEO of Ramaco Resources. "We are progressing to position the Brook Mine to potentially deliver both reliable MREC feedstock tailored to REalloys' SRC separation facilities as well as our own scandium oxide for REalloys' metallization process."About Ramaco ResourcesRamaco Resources, Inc. is an operator and developer of high-quality, low-cost metallurgical coal in southern West Virginia, and southwestern Virginia and exploring a coal, rare earth and other critical minerals project in Wyoming. The Company's executive offices are located in Lexington, Kentucky, with operational offices in Charleston, West Virginia and Sheridan, Wyoming. The Company currently has four active metallurgical coal mining complexes in Central Appalachia and one coal mine and rare earth element and other critical mineral exploration stage property near Sheridan, Wyoming (the "Brook Mine"). The Brook Mine remains an exploration stage property, and no assurance can be given that it will be successfully developed into a commercial scale mine or that any inferred mineral resources estimated will be converted into higher confidence mineral resources or eventually mineral reserves. Contiguous to the Brook Mine, the Company operates a carbon research facility related to the potential production of advanced carbon products and materials from coal. In connection with these activities, it holds a body of more than 70 intellectual property patents, pending applications, exclusive licensing agreements and various trademarks. News and additional information about Ramaco Resources, including filings with the Securities and Exchange Commission, are available at https://www.ramacoresources.com. For more information, contact investor relations at (859) 244-7455.Contact:Jason Fannin, Ramaco Resources
Jason.Fannin@ramacoresources.comCAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTSCertain statements contained in this news release constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements related to future production volumes and sales, anticipated capital expenditures, expected demand for metallurgical coal, the development and commercialization of the Brook Mine rare earth and critical mineral project, projected operating costs and margins, and the Company's financial guidance and outlook. These forward-looking statements represent Ramaco Resources' expectations or beliefs concerning guidance, future events, anticipated revenue, future demand and production levels, macroeconomic trends, the development of ongoing projects, costs and expectations regarding operating results, and it is possible that the results described in this news release will not be achieved.These forward-looking statements are subject to risks, uncertainties and other factors, many of which are outside of Ramaco Resources' control, which could cause actual results to differ materially from the results discussed in the forward-looking statements.These factors include, without limitation, unexpected delays in our current mine development activities, the ability to successfully increase production at our existing met coal complexes in accordance with the Company's growth initiatives, failure of our sales commitment counterparties to perform, increased government regulation of coal in the United States or internationally, the impact of tariffs imposed by the United States and foreign governments, the further decline of demand for coal in export markets and underperformance of the railroads, the Company's ability to successfully develop the exploratory Brook Mine rare earth and critical mineral project, including whether the Company's exploration target and estimates for such mine are realized, the timing of the initial production of rare earth concentrates, the development of a pilot and ultimately a full scale commercial processing facility. Mineral resources are not mineral reserves and do not meet the threshold for reserve modifying factors, such as estimated economic viability, that would allow for conversion to mineral reserves. There is no certainty that any part of the inferred mineral resources estimated at Brook Mine will be converted into higher confidence mineral resources and eventually mineral reserves in the future. Rare earth and critical minerals are a new initiative for us and, as such, has required and will continue to require us to make significant investments to build out our rare earth and other critical mineral capabilities.Any forward-looking statement speaks only as of the date on which it is made, and, except as required by law, Ramaco Resources does not undertake any obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. New factors emerge from time to time, and it is not possible for Ramaco Resources to predict all such factors. When considering these forward-looking statements, you should keep in mind the risk factors and other cautionary statements found in Ramaco Resources' filings with the Securities and Exchange Commission ("SEC"), including its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. The risk factors and other factors noted in Ramaco Resources' SEC filings could cause its actual results to differ materially from those contained in any forward-looking statement. View original content:https://www.prnewswire.com/news-releases/ramaco-resources-inc-announces-the-entry-into-a-non-binding-memorandum-of-understanding-with-realloys-inc-302784914.htmlSOURCE Ramaco Resources, Inc. Original: Ramaco Resources, Inc. Announces the Entry into a Non-Binding Memorandum of Understanding with REalloys, Inc.
mikeo56
2月前
The State of America's Rare Earth Supply Chain in 2026 - OilPrice.com Market Commentary
March 16, 2026 8:00 AM
PR Newswire (US)
NEW YORK, March 16, 2026 /PRNewswire/ -- REalloys (ALOY) built something that barely exists anywhere in the Western world — a rare earth supply chain that doesn't touch China at any step. Japan figured out decades ago why that matters. Companies mentioned in this release include: REalloys Inc. (ALOY), MP Materials Corp. (NYSE: MP), USA Rare Earth (NASDAQ: USAR), Amprius Technologies, Inc. (NYSE: AMPX), Critical Metals Corp. (NASDAQ: CRML), Nouveau Monde Graphite Inc. (NYSE: NMG).
Japan's response to China's rare earth processing monopoly was decisive. The Japanese government built strategic stockpiles of processed rare earth materials. On top of that, individual Japanese companies quietly built their own reserves — covering years of supply each. Combined, that has given Japan one of the deepest rare earth buffers in the world.
The United States, on the other hand, has stockpiled nothing. Neither has Europe. Both have been running entirely on just-in-time supply from China — a country that issues rare earth export licenses on a monthly basis. For decades, China has crashed prices whenever Western investment in rare earth processing gained momentum. That's the gap REalloys moved to fill.
REalloys is not a mining company waiting for permits and feasibility studies. It's built around the part of the supply chain where the West is most exposed: converting raw materials into the finished metals, alloys, and magnets that go into defense systems, advanced manufacturing, and the machines that run today's modern economy.
Thanks to their recent partnership with the Saskatchewan Research Council, the company holds an exclusive offtake covering 80% of production from the SRC's Rare Earth Processing Facility — North America's only operational, fully non-Chinese rare earth processing plant.
REalloys' own metallization facility in Euclid, Ohio, then converts those metals into defense-grade alloys and magnet-ready inputs. And feedstock is secured from North America, Brazil, Kazakhstan, and Greenland.
In other words, while the rest of the West was ordering processed rare earths from Beijing on a monthly basis, REalloys was busy locking in the infrastructure to become a significant compliant North American source. Unlike oil though, which can be sourced from dozens of countries, there is no alternative waiting in the wings. Because of rare earths' unique magnetic properties, each of these 17 elements holds subtly different characteristics that make them irreplaceable in motors, sensors, guidance systems, and electronics.
The ability to turn those materials into something usable barely exists outside China today. But it's exactly what REalloys (ALOY) has locked in — through its exclusive offtake with its processing partner and its own metallization facility in Ohio.
The Squeeze No One Prepared For
All signs point to global rare earth demand rising by two to three times by 2030-2035, and potentially seven to ten times by 2050, as electrification, defense modernization, and advanced manufacturing accelerate all at once. At the same time, China itself now consumes roughly 60 percent of its own rare earths for domestic manufacturing, including electric vehicles, wind turbines, electronics, and robotics.
And China's consumption is growing. Which means their ability to flood the global market the way it did a decade ago is shrinking, because it needs more of its own supply. The lack of supply isn't the only reason the United States is now scrambling, however. It's also because China has shown their willingness to use its position as an economic weapon.
When China briefly restricted rare earth exports, a Ford plant was forced to shut down almost immediately. When Trump threatened 100% tariffs, China's response was simple: no more processed rare earths. Trump backed off very quickly. Put those two trends together and the picture is stark: demand is surging, China's surplus is shrinking, and the West has built no stockpile, no meaningful processing capability, and no buffer.
Japan saw this coming and built reserves to ride it out years ago. The U.S. and Europe have fallen years behind as rare earth demand continues to rise. This is why the Pentagon's fast-approaching January 1, 2027 deadline becomes all the more pressing. Starting next year, Chinese-sourced rare earths will be banned from the U.S. defense supply chain — not just the finished magnets, but every stage: mining, refining, separation, melting, and production.
Every defense contractor in the country will need a qualified, non-Chinese source for these materials. And REalloys is currently the only North American company positioned to meet that deadline with a fully non-Chinese supply chain already in operation.
Why Everyone Else Is Still Stuck
The West relinquished its rare earth processing capability to China decades ago. Since then, it has lost not just the equipment but the institutional knowledge — the hands-on expertise that takes years to develop. And every time Western companies tried to rebuild, China crushed the economics. It happened in the early 2000s, again in 2010-2011, and again in 2015-16 — each time prices crashed until the Western investment interest case collapsed. That knowledge gap now appears harder to close than anyone expected.
Many North American companies continue to purchase processing equipment directly from China. However, that still poses a risk when the parts required to run the equipment still come from China. And even 1% reliance on China is still effectively 100% reliance on China when they control every step of the supply chain.
Take for example what happened in late 2020, when China passed its export control law and refused to sell rare earth processing technology to anyone it didn't consider a friend. The West wasn't on the list. That forced the facility that REalloys draws from to build everything from scratch, including its own AI-driven control systems. The result is a facility that produces higher purity metals with greater efficiency than the conventional Chinese approach, and with fewer employees to boot. But that process took years, with a multidisciplinary team of mineral scientists, processing engineers, and AI specialists working together.
The processing facility REalloys draws from is in its final stages of commissioning, with full commercial production expected in early-2027 — starting at approximately 400 tonnes of metal per year, scaling to approximately 600 tonnes by late 2028. The majority of that output flows to REalloys under its exclusive offtake agreement.
When that production comes online, REalloys will likely control access to the only North American, non-Chinese heavy rare earth supply chain in operation. Perhaps only a small share of total defense demand — but nonetheless an important one.
Where REalloys Stands
REalloys has secured exclusive access to the heavy rare earths — Dysprosium and Terbium — that define the high end of the magnet market. You can't swap them out for lighter, more common alternatives.
Light rare earths go into consumer applications like washing machines and everyday electronics.
Heavy rare earths go into electric vehicle motors, wind turbine generators, advanced robotics, and high-performance industrial equipment. They are far scarcer, far more supply-constrained, and almost entirely controlled by China. This is the segment REalloys is built for — the most strategically critical, least replaceable part of the market.
Beyond its initial production, REalloys is building toward Phase 2 — targeting 20,000 tonnes per year of heavy rare earth permanent magnets, which would also make it the largest producer of refined Dysprosium and Terbium outside of China, feeding directly into U.S. protected markets.
Washington has taken notice as well. The Export-Import Bank has issued a $200 million letter of interest to back REalloys' supply chain buildout.
The Train Is Leaving the Station
Today's rare earth supply chain situation has been compared to a long Canadian freight train — the front engine starts moving and it takes five minutes before the back car follows.
Japan positioned itself at the front of that train decades ago. REalloys is near the front now, with exclusive offtake agreements, operational facilities, and government backing already in place — while much of the West is still standing at the back, waiting.
Rare earth processing capability is shaping up to be one of the defining industrial advantages of the 21st century — powering everything from electric vehicles to data centers to the devices in our pockets. REalloys is positioned as one of the few Western companies currently able to meet that demand — with the supply chain, facilities, and government backing already in
makinezmoney
2月前
$ALOY: REAlloys Reverse Merger completed..... now $9.30
EYEBALLLLzzzzzzzzzzzzzzzzzzzzzzzzzz
Watching for an entry now
Investor Deck is on............ https://realloys.com/media/REalloys_CIM_NC_Mar2026_v2.pdf
GO $ALOY
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REalloys (NASDAQ: ALOY) Secures Strategic Alliance and Offtake Commitment from America's Highest-Grade Rare-Earth Deposit
By REalloys Inc. | April 01, 2026, 9:00 AM
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ALOY
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REalloys Inc
REalloys secures up to 10% of U.S. Critical Material Corp.'s Sheep Creek production — a deposit averaging ~9% TREO with confirmed dysprosium, terbium, yttrium, and NdPr.
Meets U.S. defense procurement requirements, with plans to explore equity investment, joint government financing, and coordinated congressional engagement.
EUCLID, Ohio, April 01, 2026 (GLOBE NEWSWIRE) -- REalloys Inc. (NASDAQ: ALOY), a U.S. based mine to magnet rare earth Company, today announced the signing of a non-binding Memorandum of Understanding (“MOU”) with U.S. Critical Materials Corp. (“USCM”), owner of the Sheep Creek rare earth project in Ravalli County, Montana. The MOU establishes a framework for REalloys to secure up to 10% offtake from Sheep Creek, the highest-grade rare earth deposit in the United States, feeding domestically sourced heavy rare earth material directly into REalloys’ advanced midstream and downstream operations to supply U.S. strategic defense stockpiles.
Sheep Creek averages approximately 9% TREO (89,932 ppm) across a 7,277.5-acre land package with over 60 identified carbonatite formations - independently verified by Activation Laboratories and Idaho National Laboratory. The deposit contains confirmed dysprosium and terbium, the two most strategically sensitive heavy rare earth elements powering high-performance permanent magnets in F-35 fighter aircraft, missile guidance systems, radar platforms, and virtually every advanced U.S. defense platform. At 10% offtake from a deposit of this grade and scale, REalloys gains a potentially material and strategic domestic feedstock source to complement its diversified global allied-nation supply network - adding a critical domestic anchor as procurement restrictions on Chinese-sourced rare earths take full effect in 2027.
The MOU also establishes a framework for potential strategic equity investment and equity exchange, joint pursuit of government financing, and coordinated government relations — presenting Congress and the executive branch with a unified, fully domestic HREE supply chain narrative built on zero Chinese involvement at any stage.
"While others rely on a single source for their rare earth feedstock, REalloys is executing a fundamentally different strategy - partnering with the highest-grade developers across allied nations to build a diversified supply network specifically designed to counteract Chinese dominance" said Lipi Sternheim, Chief Executive Officer of REalloys. "Working closely with our partners in government and across the Defense Industrial Base, we are identifying the strategic assets that plug into our advanced midstream and downstream ecosystem to fortify supply chain security for protected and strategic markets, with zero Chinese involvement at any stage."
"Sheep Creek is America's rare earth answer to Chinese supply dominance," said Harvey Kaye, Executive Chairman of U.S. Critical Materials Corp. "The United States cannot claim critical mineral sovereignty while depending on foreign adversaries for the heavy rare earths that guide our missiles, power our fighter jets, and drive every advanced defense platform in our arsenal. Sheep Creek changes that equation. It is the highest-grade rare earth deposit in the country, it is fully domestic, and it is now connected to the only midstream and metallization platform in the Western Hemisphere capable of converting that resource into defense-ready metals. That is what national security looks like in practice, and that is exactly what this partnership delivers."
Under the MOU, the Parties will advance metallurgical test work, optimize HREE processing flowsheets, and negotiate a definitive long-term offtake agreement, with reasonable efforts to execute within one year of the MOU date.
About REalloys Inc.
REalloys Inc. is advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. REalloys’ upstream foundation includes its Hoidas Lake rare-earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with the Saskatchewan Research Council, REalloys is building a platform to scale North American heavy rare earth midstream separation, refining, and metallization capabilities - creating a coordinated system that processes and converts heavy rare-earth materials from allied and domestic sources into high-purity products. Those refined materials feed directly into REalloys’ downstream manufacturing operations in Euclid, Ohio, where the company produces advanced heavy rare earth metals, alloys, and magnet components for defense, clean-energy, and high-performance industrial applications. REalloys’ Ohio facility serves federal logistics and procurement agencies supporting the Department of Defense, the Department of Energy, and the National Aeronautics and Space Administration, in addition to the broader Defense Industrial Base and Organic Industrial Base.
About U.S. Critical Materials Corp.
U.S. Critical Materials Corp. is a private exploration and technology company focused on developing rare earth elements and critical minerals to support U.S. national security, supply chain independence, and advanced manufacturing. The Company owns the Sheep Creek Project in Ravalli County, Montana, reported to be one of the highest-grade rare earth deposits in the United States, containing rare earth elements as well as gallium and other strategic minerals. U.S. Critical Materials is advancing the project through collaborations with Idaho National Laboratory and strategic partners focused on exploration, processing technologies, and domestic supply chain development. U.S. Critical Materials is uniquely positioned because of its high-grade mineral assets, our relationship with Idaho National Labs, and access to numerous other processors to be the indispensable resource for helping the United States become rare earth and critical mineral independent in the shortest possible time. For more information, visit www.uscriticalmaterials.com.
REalloys Inc.
Angela Gorman
Communications, REalloys
angela@amwpr.com
www.realloys.com
mikeo56
2月前
NEWS
REalloys (NASDAQ: ALOY) Appoints Former Chief of Staff to the U.S. Secretary of Defense Joe Kasper as Chair of Its Advisory Board
March 30
REalloys Inc. (NASDAQ: ALOY), a mine-to-magnet rare earth Company, today announced the appointment of Joe Kasper as Chair of its Advisory Board. Mr. Kasper most recently served as Chief of Staff to the U.S. Secretary of Defense and in the Office of the Secretary of Defense as a Special Government Employee where he led efforts to address critical material supply chain vulnerabilities across U.S. defense and national security strategic imperatives.
Kasper's appointment unites three of the most consequential figures in American defense and national security at REalloys. Joe Kasper now joins REalloys Chairman, Stephen duMont, President and CEO of GM Defense, and General Jack Keane, a retired four-star General, former Vice Chief of Staff of the U.S. Army and Presidential Medal of Freedom recipient. Their shared mission with REalloys is to secure America's heavy rare earth supply chain for the U.S. Defense Industrial Base with zero Chinese nexus - from feedstock and reagents - to equipment and IP.
The appointment reflects REalloys’ strategy of triangulating national security expertise, defense industry leadership, and government relationships to identify and secure the world’s highest-grade strategic rare earth assets and connect them to REalloys’ advanced midstream and downstream platform. As China continues to weaponize its control over heavy rare earth metallization capabilities and restrict exports of dysprosium, terbium, and other defense-critical materials, REalloys is building what it believes is the only Western supply chain capable of delivering these materials without any China nexus or dependency whatsoever.
Mr. Kasper brings more than twenty years of senior federal service spanning the U.S. House of Representatives, the Department of Homeland Security, and the Department of Defense. Appointed by President Donald J. Trump as Chief of Staff to Secretary of Defense Pete Hegseth, Mr. Kasper served as the principal advisor and operational leader of the Office of the Secretary of Defense. Prior to that role, he served in multiple senior positions at the Department of Defense during the first Trump administration, directly supporting the Secretaries of Defense, Navy, and Air Force, and subsequently served at the Department of Homeland Security as Deputy Assistant Secretary for U.S. Senate Affairs and as Senior Advisor for Strategy, Policy, and Plans. Before his executive branch service, Mr. Kasper spent over a decade on Capitol Hill as a Chief of Staff with a central focus on national defense. A U.S. Air Force veteran, Mr. Kasper is a Principal at Ervin Graves Strategy Group and until recently served at the Pentagon as a Special Government Employee responsible for critical material supply chains.
As Chair of the Advisory Board, Mr. Kasper will work alongside General Keane and Chairman duMont to strengthen REalloys' relationships across the Department of Defense and the Defense Industrial Base, while coordinating with allied feedstock partners globally. Together, they bring deep national security expertise to help REalloys identify strategic assets, navigate government procurement, and secure a sovereign, China-free supply of the heavy rare earth metals critical to modern defense systems.
“The convergence of rare earth supply chain security and national defense readiness is one of the defining strategic challenges of our time, and REalloys is the only company I have worked with that is addressing it with the full seriousness this new world order demands,” said Joe Kasper, Chair of the REalloys Advisory Board. “Having served at the center of U.S. defense policy — at the Pentagon, across the Department of Defense, and on Capitol Hill — I know firsthand how acutely the Defense Industrial Base needs a domestic, zero-China-nexus source of rare earths – particularly heavy rare earths like dysprosium and terbium. REalloys is building the exact platform that the U.S. defense industrial base is looking for. My role here is to help REalloys work directly with the right people in government and across the broader defense industrial enterprise to identify and secure the most strategic assets that can feed into REalloys’ advanced midstream and downstream ecosystem to fortify supply security for the protected and strategic markets that underpin American national security.”
“REalloys stands at the heart of an effort that is critical to freedom, prosperity, and security across the Western world, and Joe Kasper’s appointment as Chair of our Advisory Board is a direct expression of the seriousness with which we approach that mission,” said Stephen duMont, Chairman of REalloys. “We are driving a coordinated effort under Title 50 authorities to ensure that the supply chains underpinning allied defense modernization are sovereign, resilient, and entirely outside Chinese control. Joe’s relationships at the Pentagon, and his unique role as a Special Government Employee supporting the Office of the Secretary of Defense on critical material supply chains, give REalloys an extraordinary platform that bridges government customers, defense procurement programs, and national security stakeholders who depend on what we are building. These folks know that Joe is a critical material supply chain visionary and expert. Together with General Keane, Joe brings the kind of defense network and institutional credibility that will accelerate our mission at exactly the right moment.”
"The security of America's defense supply chains is not a commercial question — it is a national security imperative, and it demands people who understand both the urgency and the complexity of what is at stake," said General Jack Keane (Ret.), REalloys director, Four-Star General, Former Vice Chief of Staff of the U.S. Army, and Presidential Medal of Freedom Recipient. "Joe Kasper is exactly that person. I have watched Joe operate at the highest levels of the Department of Defense, and what sets him apart is his rare combination of deep institutional knowledge, strategic vision, and an unwavering commitment to American national security. He understands better than anyone in this country how dangerously dependent our Defense Industrial Base remains on Chinese controlled rare earth supply chains, and he has spent his career building the relationships and policy frameworks to fix it. Bringing Joe into REalloys as Chair of the Advisory Board is a defining move. With Joe, Stephen duMont, and the platform REalloys has built, we now have the leadership, the relationships, and the operational capability to deliver what the Pentagon, the Defense Industrial Base, and the American war-fighter actually need: a sovereign, zero-China-nexus supply of the heavy rare earth oxides and metals that make our most advanced defense systems possible.”
“While others in this space rely on a single source for their rare earth feedstock, REalloys is executing a fundamentally different strategy — partnering with the highest-grade developers across allied nations to build a diversified supply network specifically designed to counteract Chinese dominance and manipulation,” said Lipi Sternheim, Chief Executive Officer of REalloys. “Working closely with our partners in government and across the Defense Industrial Base, we are identifying the strategic assets that plug into our advanced midstream and downstream ecosystem to fortify supply security for protected and strategic markets. Joe Kasper, Stephen duMont, and General Keane together represent the most powerful national security advisory team in the rare earths sector. With zero Chinese involvement at any stage, we are building the supply chain that America’s defense requires.”
REalloys intends to announce further additions to its Advisory Board over the coming months.
About REalloys Inc.
REalloys Inc. is advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. REalloys’ upstream foundation includes its Hoidas Lake rare-earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with the Saskatchewan Research Council, REalloys is building a platform to scale North American heavy rare earth midstream separation, refining, and metallization capabilities — creating a coordinated system that processes and converts heavy rare-earth materials from allied and domestic sources into high-purity products. Those refined materials feed directly into REalloys’ downstream manufacturing operations in Euclid, Ohio, where the company produces advanced heavy rare earth metals, alloys, and magnet components for defense, clean-energy, and high-performance industrial applications. REalloys’ Ohio facility serves federal logistics and procurement agencies supporting the Department of Defense, the Department of Energy, and the National Aeronautics and Space Administration, in addition to the broader Defense Industrial Base and Organic Industrial Base.
REalloys Inc.
Angela Gorman
Communications, REalloys
angela@amwpr.com
www.realloys.com
mikeo56
2月前
https://oilprice.com/Energy/Energy-General/Chinese-Publication-Claims-US-Has-Two-Months-of-Rare-Earths-Left.html
Oil Whipsaws as War Risk and Emergency Supply Measures Collide
By Michael Kern - Mar 23, 2026, 8:46 PM CDT
Rare earths mine
The U.S. has already launched hundreds of missiles and precision-guided weapons in the escalating conflict with Iran, an air campaign that has consumed billions of dollars in advanced military hardware in just weeks. But a new warning circulating in Chinese and Western media suggests the materials needed to keep producing those weapons may be running dangerously low.
Reports from the South China Morning Post and Reuters indicate Washington could have only weeks or months of certain rare-earth inventories available for defense manufacturing if supply disruptions deepen.
Rare earth elements are embedded throughout modern military systems—from missile guidance and drone propulsion to radar systems and fighter aircraft electronics.
“You can’t fight a twenty-first-century war with twentieth-century supply chains,” said Lipi Sternheim, CEO of REalloys. “Modern weapons rely on materials that are difficult to source, difficult to process, and difficult to replace once inventories begin to tighten.”
REalloys (NASDAQ: ALOY) is one of the few companies rebuilding the rare-earth metals stage of the supply chain in North America, converting rare-earth oxides into the metals and alloys used by magnet manufacturers and defense suppliers.
And it’s the 11th hour for American defense and the entire defense industry, even if it wasn’t in the middle of a war with Iran that reportedly cost $5.6 billion just in the first two days.
That vulnerability isn’t new. For decades, the United States allowed much of its rare-earth processing and metallization capacity to migrate overseas, leaving China to dominate the stages of the supply chain that convert raw materials into the metals and magnets used in advanced technology. Today, much of the rare-earth material used in Western defense systems still traces through Chinese processing facilities. The Pentagon is now racing to reverse that dependence ahead of a 2027 deadline that will prohibit U.S. weapons systems from using magnets made with Chinese-origin rare earths.
REalloys’ flagship facility in Euclid, Ohio, is already ahead of the deadline.
REBUILDING AMERICA’S RARE EARTH METALS CAPACITY
Mountain Pass in California produces rare-earth concentrate that is separated domestically into NdPr oxide. That is an important step in rebuilding North American capability - but oxide itself is not the material defense contractors actually use.
Before it can enter manufacturing, oxide must first be chemically reduced into pure rare-earth metal. That metal is then blended into precise alloys used to produce high-performance permanent magnets.
For decades, that conversion—from oxide to metal—has taken place almost entirely in China. Even when rare-earth ore was mined in the United States and separated into oxide domestically, the metallurgical step that turns that chemistry into usable industrial metal was still performed overseas.
At its Euclid facility, the company converts rare-earth oxides into finished metals and magnet-grade alloys through high-temperature reduction and refining processes. Those materials are the feedstock required by magnet manufacturers and advanced industrial users.
It is also one of the most technically difficult stages of the entire rare-earth value chain. Metallization requires tightly controlled reduction reactions, high-temperature furnaces, and continuous process control capable of maintaining stable yields and purity levels across multiple rare-earth elements.
“Metallization is the least developed part of the value chain outside China,” said REAlloys co-founder Tim Johnston. “It requires deep operating expertise and process control systems capable of managing complex variables in continuous production. Even with capital and strong execution, replicating that capability typically takes three to seven years or more, with significant technical and qualification risk.”
The Euclid facility is already operating, converting rare-earth oxides into metals and alloys inside North America rather than sending those materials overseas for processing.
Upstream, REalloys owns the Hoidas Lake rare-earth project in Saskatchewan, anchoring primary resource exposure inside Canada.
In Greenland, the company has signed a long-term non-binding letter of intent covering roughly 15% of future production from the Tanbreez rare-earth project, one of the largest deposits of heavy and medium rare earths outside China.
Additional supply agreements extend to Kazakhstan, where the company is working with AltynGroup on access to material from the Kokbulak project and surrounding concessions. In Brazil, an alliance tied to the Araxá rare-earth project adds another potential non-Chinese source of feedstock.
“We’ve already solved the hardest part—proving that rare-earth metallization and alloying can be done domestically to the specifications real customers require,” Johnston said.
REalloys (NASDAQ: ALOY) isn’t stopping at metallization, either.
The company is also developing a large-scale permanent magnet manufacturing facility in the United States, designed to start with roughly 3,000 tons of neodymium-iron-boron (NdFeB) magnet production annually and expand to as much as 18,000 tons per year.
At full capacity, that level of output could supply magnets for roughly 1.5 to 2 million electric vehicles annually, thousands of wind turbines, and large volumes of industrial motors, robotics systems, and medical devices. Defense systems—from missile guidance units to radar and avionics—also rely heavily on high-performance rare-earth magnets.
That dependency runs across the entire contractor base. Lockheed Martin (NYSE: LMT), whose F-35 program requires hundreds of pounds of rare earth materials per airframe for flight controls, radar, and electronic warfare suites, has moved to dual-source critical mineral inputs as the 2027 deadline closes in. RTX Corporation (NYSE: RTX) faces the same pressure through its Raytheon unit, where AMRAAM and Tomahawk production depends on dysprosium and terbium magnets capable of holding performance under combat heat and vibration. At the smaller end of the contractor spectrum, Kratos Defense & Security Solutions (NASDAQ: KTOS) has built its high-volume drone and unmanned systems business around domestic supplier agreements that lock in proven rare earth alloys—a model that only works if the metallization layer it depends on actually exists inside the United States.
The facility is designed to integrate multiple stages of the rare-earth value chain, including metallization, alloying, powder production, and final magnet manufacturing.
If completed at the projected scale, it would represent one of the largest NdFeB magnet production sites outside Asia and a significant step toward rebuilding a fully integrated rare-earth supply chain in North America.
With Euclid converting oxide into metal inside the United States, the rare-earth supply chain begins to close a loop that has been broken for decades—just as Washington prepares to bar Chinese-origin rare earths from U.S. defense systems in 2027.
By. Michael Kern
mikeo56
2月前
REalloys (NASDAQ: ALOY) Announces Fully Financed Buildout of the Largest Heavy Rare Earth Metallization Facility Outside China, in Partnership with the Saskatchewan Research Council
March 11 2026
REalloys Inc. (NASDAQ: ALOY), (“REA” or the “Company”), a U.S.-based mine-to-magnet rare earth company, today announced plans to build the largest heavy rare earth metallization facility outside of China and the first commercial-scale operation capable of meeting 2027 U.S. defense procurement bans on Chinese sourcing.
The equipment for REalloys’ heavy rare earth metal facility (the “HREMF”) will be built in Saskatoon in partnership with the Saskatchewan Research Council (the “SRC”). Following commissioning and initial test runs, it is anticipated the HREMF equipment will be relocated to Ohio to better serve REalloys’ downstream U.S. defense industrial base customers and to supply U.S. Defense Logistics Agency (DLA) strategic rare earth stockpiles.
REalloys will own 100% of the HREMF. The platform will integrate with the Company’s current metallization operations in Euclid, Ohio, which represent the only heavy rare earth metallization capability currently operating in North America and anchor REalloys’ industry-leading rare earth intellectual property portfolio.
With initial operations currently targeted for early to mid 2027, and full commercial scale operations currently expected in mid-to-late 2027, the HREMF will represent the first and only commercial-scale heavy rare earth metallization platform with zero-Chinese nexus, coming online as U.S. defense procurement waivers permitting sourcing from non-allied nations expire and statutory restrictions take full effect. In a sector still defined by pilot projects and scale-up risk, this facility aims to resolve the industry’s core bottleneck: secure North American metallization of Dysprosium (Dy) and Terbium (Tb) for high-performance defense magnets.
This builds on the partnership REalloys and SRC first announced in December 2025, which will see REalloys invest in expanded production capacity at SRC’s Rare Earth Processing Facility (REPF) in Saskatoon, SK, in exchange for 80% of the facility’s output. Once in full operation, SRC’s REPF facility is anticipated to produce high-purity Neodymium-Praseodymium (NdPr) metal and Dy and Tb oxides, which will then be further processed and metallized at REalloys’ HREMF.
The Company believes that this alignment will assist in establishing a fully allied source of Dy and Tb metals for defense and advanced manufacturing supply chains servicing strategic and protected markets.
The project marks a pivotal step in creating North America’s first integrated heavy rare earth value chain, linking resource security and midstream processing in Canada with downstream metallization and manufacturing in the United States. SRC’s REPF, the first and largest commercial-scale rare earth processing facility in North America, provides the proven technical and operational base for this project, ensuring the Ohio facility moves directly into commercial production.
This initiative reflects a broader alignment between Canada and the United States under Title 50 and related defense production frameworks to secure critical materials within allied borders. With new procurement restrictions from non-allied nations (including China, Russia, Iran and North Korea) under 10 U.S.C. §4872 and DFARS 252.225-7052 set to take effect in 2027, the REalloys–SRC partnership delivers a compliant, zero-China nexus supply chain solution built on established infrastructure, advanced automation, and proven operating expertise.
The Company believes this integrated supply chain creates an unparalleled foundation that brings proven scale, capability, technical maturity, and operational readiness to an industry that is extremely vulnerable from a national security perspective. In a sector still dominated by projects facing permitting, financing, and technology risk, the Company believes that the REalloys–SRC collaboration stands apart as an established, fully aligned platform capable of meeting defense and industrial supply requirements across both nations on an accelerated timeline.
“The establishment of heavy rare earth metal production on U.S. soil is a defining moment for North American industrial strategy,” said Stephen duMont, Chairman of REalloys. “The Ohio facility will create the metallization capability that bridges Canadian oxide production with U.S. magnet manufacturing — a critical link that’s never existed at scale in the West. This is not a pilot plant; this will be full scale commercial capacity, built with zero Chinese nexus, AI-enabled process optimization, and full compliance with Title 50 defense sourcing requirements. This is how we rebuild supply sovereignty from the ground up.”
“The REalloys–SRC partnership demonstrates what coordinated innovation between public and private industry — and true strategic alignment between Canada and the United States — can achieve,” said Mike Crabtree, President and CEO of the Saskatchewan Research Council. “Together our teams have engineered every step of this value chain; from separation to metal production; to operate within allied borders and to world-class standards. This partnership with REalloys creates the Western hemisphere’s first end-to-end rare earth metal capability, powered by collaboration and stability, not dependency.”
The HREMF is currently expected to cost approximately $40 million and produce roughly 30 tonnes of dysprosium and 15 tonnes of terbium metal annually. With the completion of its recent $50 million financing, REalloys is currently fully funded to advance the buildout of the project.
US Market News
3月前
REalloys (NASDAQ: ALOY) Demonstrates New Innovation for Producing Rare Earth Metals Without Hazardous Hydrofluoric AcidMarch 16, 2026 2:09 PM
PR Newswire (Canada)
Proprietary Technology Eliminates One of Rare Earth Processing's Most Hazardous, Costly, and Environmentally Burdensome StepsREalloys Extends Its Lead as the Only Proven Heavy Rare Earth Metallization Platform in the Western Hemisphere; Delivering Cleaner, Lower Cost Solutions for U.S. Defense StockpilesBOCA RATON, Fla., March 16, 2026 /CNW/ - REalloys Inc. (NASDAQ: ALOY), a U.S.-based mine-to-magnet company and developer of advanced rare earth processing technologies, today announced the successful demonstration of a patent-pending hydrofluoric-acid-free ("HF-free") fluorination process for producing metallization-grade rare earth fluorides from rare earth oxides. The innovation expands REalloys' proprietary rare earth metallization technology platform while supporting the development of a scalable North American rare earth supply chain.
To validate the performance of the HF-free process, REalloys conducted independent laboratory testing of the resulting rare earth fluoride material. Independent laboratory analysis confirmed the production of fluoride with a final oxygen content of just 0.34 wt%, attributed primarily to surface-absorbed water, a level consistent with rare earth fluoride feedstock used in industrial rare earth metal production. Metallization-grade rare earth fluoride feedstocks typically require oxygen levels below 1 wt%.The results demonstrate that rare earth fluorides suitable for rare earth metal production can be produced without hydrofluoric acid, one of the most hazardous chemicals traditionally used in rare earth processing, enabling a safer and more scalable approach to rare earth metallization. These results demonstrate the ability of REalloys' proprietary process to produce low-oxygen rare earth fluoride intermediates suitable for downstream metallization and alloy production.Hydrofluoric acid is widely considered one of the most hazardous and difficult chemicals used in industrial metallurgy and remains a standard reagent in conventional rare earth fluorination processes widely used in China and other rare earth processing centers. Its extreme toxicity and corrosiveness require specialized containment systems, highly controlled handling procedures, and extensive environmental and regulatory compliance measures. These measures significantly increase operating costs, create substantial safety and environmental risks, and make fluorination using hydrofluoric acid complex and difficult to scale for rare earth processing facilities operating under Western environmental and safety standards.In addition to improving safety, the Company believes that the HF-free process has the potential to reduce operating costs, simplify plant infrastructure, lower environmental and regulatory burdens associated with hydrofluoric acid handling, and support more resilient rare earth processing supply chains.REalloys has filed patent applications covering aspects of the HF-free fluorination chemistry and process design used to produce metallization-grade rare earth fluorides, forming part of the company's broader portfolio of rare earth metallization technologies.Rare earth fluorides are a critical intermediate used in the production of rare earth metals, including dysprosium, terbium, and neodymium, that are essential for high-performance permanent magnets used in F-35 fighter aircraft, missile systems, radar platforms, aerospace systems, electric vehicles, robotics, and advanced computing infrastructure."Hydrofluoric acid has been necessary for rare earth metallization, until now," said Lipi Sternheim, Chief Executive Officer of REalloys. "We believe this breakthrough can significantly reduce the environmental burden, safety risks, and costs traditionally associated with this critical step of rare earth processing while helping enable cleaner rare earth metal production in the United States as an alternative to the environmentally intensive processing methods that dominate rare earth production in China."China currently dominates key midstream rare earth processing steps, including fluorination and metallization required to produce heavy rare earth metals used in high-performance magnets for missile guidance, radar systems, and other defense technologies. By eliminating the need for hydrofluoric acid in this critical step, REalloys' HF-free fluorination process could help enable scalable rare earth metal production in North America and strengthen domestic supply chains for critical defense materials.About REalloys Inc.
REalloys Inc. is advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. REalloys' upstream foundation includes its Hoidas Lake rare-earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with the Saskatchewan Research Council, REalloys is building a platform to scale North American heavy rare earth midstream separation, refining, and metallization capabilities—creating a coordinated system that processes and converts heavy rare-earth materials from allied and domestic sources into high-purity products. Those refined materials feed directly into REalloys' downstream manufacturing operations in Euclid, Ohio, where the company produces advanced heavy rare earth metals, alloys and magnet components for defense, clean-energy, and high-performance industrial applications. REalloys' Ohio facility serves federal logistics and procurement agencies supporting the Department of Defense, the Department of Energy, and National Aeronautics and Space Administration, in addition to the broader Defense Industrial Base and Organic Industrial Base.REalloys Inc.
Angela Gorman
Communications, REalloys
angela@amwpr.com
www.realloys.comSafe Harbor Clause and Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of applicable securities laws, including the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding the potential scalability, commercial applicability, and future development of REalloys' patent-pending HF-free fluorination technology; the ability of the technology to support rare earth metal production, alloy production, and broader metallization processes; the potential safety, environmental, regulatory, operational, and supply chain benefits of eliminating hydrofluoric acid from this step of rare earth processing; the suitability of the resulting rare earth fluorides for downstream metallization and industrial applications; the strength, expansion, or competitiveness of North American rare earth supply chains; the potential role of the technology in supporting U.S. defense and critical materials markets; intellectual property protection and patent application outcomes; and the Company's future strategic, operational, technological, or commercial plans. Words such as "anticipate," "believe," "could," "expect," "intend," "may," "plan," "potential," "project," "should," "target," "will," and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements contain such words.Forward-looking statements are based on current expectations, assumptions, and estimates and involve known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those anticipated. Such statements are inherently subject to significant risks and uncertainties, many of which are beyond the Company's control. These statements are not guarantees of future performance, and actual results may differ materially from those expressed or implied.Factors that could cause actual results to differ materially include, but are not limited to: the ability to further validate, optimize, scale, and commercialize the Company's HF-free fluorination technology; whether laboratory results will be replicated in pilot, commercial, or continuous production environments; technical, engineering, or process performance issues; challenges in producing rare earth fluorides at consistent quality, purity, or oxygen levels suitable for downstream applications; feedstock variability; equipment performance; supply chain, logistics, or raw material constraints; environmental, health, safety, permitting, and regulatory requirements; the outcome and scope of patent applications and intellectual property protection; dependence on third-party testing, suppliers, and partners; customer qualification and adoption timelines; changes in market demand, rare earth pricing, or competitive technologies; changes in government policy, trade policy, defense procurement requirements, or critical minerals strategy; geopolitical developments; capital availability; and general macroeconomic, industry-specific, or capital market conditions.There can be no assurance that the Company's HF-free fluorination technology will be successfully scaled, commercialized, adopted by customers, achieve the expected safety or operational benefits, or materially strengthen domestic rare earth supply chains.All forward-looking statements speak only as of the date of this press release. The Company undertakes no obligation to update or revise any forward-looking statements to reflect subsequent events, new information, or changes in expectations, except as required by law. Readers are cautioned not to place undue reliance on forward-looking statements.For a discussion of additional risks and uncertainties that could affect the Company's business, financial condition, and results of operations, please refer to the Company's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K, Quarterly Reports onForm 10-Q, and other periodic reports available at www.sec.gov.Disclosure Information
REalloys uses and intends to continue using its Investor website at www.realloys.com as a means of disclosing material non-public information and for complying with Regulation FD. Investors should monitor this site, along with the Company's press releases, SEC filings, public conference calls, and webcasts.
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Original: REalloys (NASDAQ: ALOY) Demonstrates New Innovation for Producing Rare Earth Metals Without Hazardous Hydrofluoric Acid
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