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The Rockefeller Moment for Rare Earths: Rebuilding the American Industrial Engine
REalloys (NASDAQ: ALOY) Announces Fully Financed Buildout of the Largest Heavy Rare Earth Metallization Facility Outside China, in Partnership with the Saskatchewan Research Council
Read the Investor Presentation HERE
Hello Everyone,
Late last month we saw an event take place that had been talked about for about a year.
We saw a merger take place and the new company is trading under the ticker “ALOY” and the buzz has been astronomical.
Together with the Saskatchewan Research Council (SRC), ALOY is building a platform to scale North American midstream separation, refining, and metallization capabilities—creating a coordinated system that processes and converts rare-earth materials from allied and domestic sources into high-purity products.
3 of the first 5 sessions under the new company traded double digits to the upside on extremely strong interest.
Last century, wars were fought over oil while the 21st century will be won or lost on rare earth elements.
These elements are the “digital gunpowder” of modern dominance, powering everything from AI data centers to the F-35 Lightning II, which requires 920 lbs of rare earths just to stay in the sky.
And in today’s warfront, the dependency is existential.
In 2024, 97% of the 1.2 million drones produced for the Ukraine conflict relied on magnets processed in China.
The bottleneck isn’t the minerals themselves. As President Trump put it, “There’s no such thing as rare earths. There’s rare processing.”
While $10 billion giants like MP Materials and Lynas focus on high-volume light elements,
REalloys (NASDAQ:ALOY) is capturing the high-value “heavy” rare earth market that the West has ignored for decades.
By replicating China’s “Feedstock-to-Finished” model and upgrading it with AI-driven automation and sustainable metallization, REalloys is the first fully integrated North American powerhouse to bridge the gap between domestic resources and national security.
Closing A Critical Bottleneck
REalloys didn’t wait for Washington to recognize the risk. They saw it early and moved fast.
Acquiring capacity that took years to build, securing supply from the highest value resources and developing technology 100% independent of China’s grip.
This translates into a multi-year head start on the competition.
And they hold another decisive advantage. REalloys strategy will span the entire supply chain, from feedstock sourcing to refining to magnet manufacturing.
They understood that if even one layer is missing, the supply chain is fully exposed.
Securing the Raw Source Material
REalloys (NASDAQ:ALOY) is reversing a 40-year imbalance by building the mid-stream infrastructure China currently monopolizes. While others waited for policy shifts, REalloys moved first—securing high-value feedstock and developing proprietary separation technology that is 100% independent of Chinese equipment.
To win, you must control the source. REalloys has built a diversified “feedstock engine” comprised of twenty recycled sources and ten primary mining partners. This ensures a constant flow of material, even in the event of global supply shocks.
The strategic portfolio:
- Hoidas Lake (Saskatchewan): The crown jewel. REalloys has invested over $40 million into this 3.8-million-tonne resource. It is a rare “Heavy” rich deposit, with Neodymium, Praseodymium, Dysprosium, and Terbium making up a massive portion of the ore body.
- Tanbreez (Greenland): Through a multi-year contract with Critical Metals Corp, REalloys has secured up to 15% of future production from one of the world’s largest deposits, 44.9 million tonnes of rare earth ores.
- Araxá (Brazil): REalloys holds offtake rights for up to 40% of future production from this high-concentration deposit. With a 40-year mine life, it provides the long-term stability required for industrial-scale magnet production.
Modernizing Mineral Processing With AI
When REalloys (NASDAQ:ALOY) committed to building a fully independent rare earth supply chain, they ran into a hard reality. Nearly all the refining equipment in the world is Chinese-made.
That includes separation systems, metallization furnaces, control software and even the spare parts and specialty components required to keep facilities operating.
REalloys partnered with the Saskatchewan Research Council (SRC) to advance a non-Chinese proprietary technology stack.
By integrating Computer Vision and Machine Learning directly into the metallization process, the Euclid Facility achieves what legacy plants can’t…
The system monitors thousands of data points, chemical balance, pressure, and thermal flow, adjusting inputs in milliseconds to maximize recovery rates.
AI can also identify problems before they escalate, and simulations can be run to test potential optimizations.
The result is reduced labor and operating costs, higher recovery rates, and improved efficiency.
Environmental compliance was also engineered into the system, with water and chemical recycling addressing a main criticism of refining operations.
REAlloys has effectively created a proprietary blueprint, developed over 100,000 man-hours with the Department of Energy. It’s faster, cleaner, and most importantly, impossible for an adversary to shut down.
Scaling Production of both Rare Earths and Magnets
In collaboration with the SRC, Phase One of rare earth processing is designed to produce approximately 45 tonnes per year of heavy rare earth metals and roughly 525 tonnes per year of light rare earth metals. Initial output will be directed toward defense, aerospace, and other high-performance industrial customers that carry premium value.
Phase Two of rare earth processing expands heavy rare earth production to roughly 245 tonnes annually and light rare earth production to roughly 3,000 tonnes annually, about six times Phase One output.
At that scale, the facility begins to carry real weight in the global market.
Based on projected demand, REalloys’ processing capacity could account for roughly 10% of non-Chinese demand for dysprosium and terbium, and approximately 4% of non-Chinese demand for neodymium and praseodymium oxides.ii
The Euclid Facility will also house permanent magnet manufacturing. More than a decade of development and 100,000+ man-hours have gone into refining the process, in collaboration with the U.S. Defense Logistics Agency and the Department of Energy’s Critical Materials Institute.iii
Euclid is the first step in a broader strategy, serving as both the initial production hub and the blueprint for future growth. REalloys intends to replicate this model with additional facilities, scaling without rebuilding the core processing system each time.
A distributed footprint will shorten supply lines, reduce logistical friction, and add much-needed redundancy.
Focused on U.S. Infrastructure-Critical Magnets
REalloys (NASDAQ:ALOY) is focused on manufacturing magnets that sit at the core of energy and national defense: neodymium-iron-boron (NdFeB).
NdFeB magnets are the strongest permanent magnets in widespread commercial use. Their strength-to-weight ratio enables compact, high-output systems. The NdFeB magnet market is projected to expand from roughly $32 billion today to more than $59 billion over the next decade, driven by defense modernization and advanced robotics.iv
Targeted Off-take Customers Include:
- US. Department of Defense
- Energy Producers
- EV Battery & Motor Supply Chains
- OEM Manufacturers
- Consumer-Electronics
- Advanced Robotics & Automation
Reasons to Watch REalloys (NASDAQ:ALOY)
- Fully Integrated from Mine to Magnet: REalloys is building a platform that spans diversified feedstock, separation, metallization, alloying, and finished magnet production. Control across every stage reduces dependency and captures more of the value chain.
- Rising Demand for High-Performance Magnets: Global demand for rare earth magnets is projected to expand to a $59 billion market by 2030vi, driven by defense modernization, infrastructure upgrades, and advanced manufacturing.
- Policy Alignment Is Strengthening: Rare earth processing has become an active federal priority. Companies building domestic capacity operate within a sustained policy tailwind.
- Engineering Foundation Is Established: More than 100,000 man-hours have gone into refining the metallurgy and production systems, with validation alongside U.S. defense and energy institutions.
- Defined Path to Production: Facility completion is targeted this year, commissioning follows, and first commercial output is expected in early 2027.
- Scalable Capacity, Expanding Margins: Phase 1 targets 45 tonnes of heavy rare earth metals annually. Phase 2 expands that to roughly 245 tonnes using the same core processing system, supporting stronger margins as production expands.
- Critical End-Market Exposure: Rare earth magnets power missile systems, submarines, fighter jets, robotics platforms, and advanced industrial motors. Few companies operate at the material layer serving both defense and infrastructure at scale.
The United States relies on processing capacity it does not control for materials critical to defense systems, energy infrastructure, aerospace platforms, and advanced manufacturing.
The longer dependency remains unaddressed, the harder it becomes to unwind.
REalloys (NASDAQ:ALOY) is working to rebalance that exposure by rebuilding rare earth processing and magnet production capacity in the United States.
REalloys (NASDAQ: ALOY) Announces Fully Financed Buildout of the Largest Heavy Rare Earth Metallization Facility Outside China, in Partnership with the Saskatchewan Research Council
First operations expected in 1H 2027 from a fully financed, zero-China nexus facility, built to comply with 2027 U.S. defense procurement standards
Purpose built to supply the U.S. Defense Industrial Base and Defense Logistics Agency (DLA) national strategic rare earth stockpiles
Long term supply of heavy rare earth oxide feedstock secured through SRC’s first-of-its-kind commercial rare earth processing facility
BOCA RATON, Fla., March 11, 2026 (GLOBE NEWSWIRE) — 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.
MANAGEMENT
Stephen DuMont, Chairman of the Board
As President of GM Defense and former senior executive at Raytheon, BAE Systems, and Boeing, DuMont has operated inside the defense ecosystem at the highest levels. A former Army Apache pilot, he’s operated the systems REalloys ultimately aims to support.
General Jack Keane, Non-Executive Director
A former four-star general and Vice Chief of Staff of the U.S. Army, Keane has advised multiple Secretaries of Defense and presidents on national security strategy. Keane also served as a member of the Board of Directors at MetLife and General Dynamics.v
David MacNaughton, Non-Executive Director
President of Palantir Canada and former Canadian Ambassador to the United States, MacNaughton brings international expertise. He negotiated at the highest levels during the USMCA period and understands how allied supply chains are structured, both politically and commercially.
Brad Wall, Non-Executive Director
The longest-serving Premier of Saskatchewan in modern history, Wall governed one of the world’s most important uranium and resource jurisdictions. Under his leadership, the province earned a AAA credit rating and expanded global export reach. He understands resource development, regulatory navigation, and industrial credibility.
Lipi Sternheim, CEO
Sternheim has spent more than two decades building vertically integrated resource platforms and structuring capital around strategic materials.
Anupam Ghildyal, COO
Ghildyal has helped build more than ten advanced manufacturing and materials startups, launched over twenty products, and raised more than $1 billion in capital. He was part of the founding team at VulcanForms, now one of North America’s largest metal additive manufacturing platforms.
Andrew Sherman, Head of Research and Development
Sherman brings 35 years in specialty metals and ceramics, more than 50 patents, and two $100 million exits.
Tim Johnston, Technical Advisor
Johnston is a highly experienced entrepreneur and business leader having invented technologies and founded businesses to address the challenges associated with extracting and processing primary and secondary materials for a variety of industries and bring them to public markets.
Joe Kasper, Government Relations Advisor
Kasper adds Washington-level defense policy experience and firsthand exposure to national-security decision-making.
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