The AI boom. Defense supremacy. EV dominance.
None of it survives without heavy rare earth magnets that don’t melt at 200°C.
China controls 90%+ of processing and they know it.
But the guillotine drops January 1, 2027: DoD bans ALL Chinese-origin rare earth materials in key systems.
F-35s, Virginia-class subs, Tomahawks— everything gets starved unless America builds it at home.
This isn’t a gentle transition. It’s the largest forced demand shock in critical materials history.
Enter REalloys Inc. (NASDAQ: ALOY), the first-to-market heavy rare earth mine-to-magnet company in the United States.
They didn’t just announce plans. They already built the escape hatch:
Fully integrated North American chain (zero China nexus)
Upstream: Hoidas Lake, Saskatchewan
Midstream: Only commercial-scale heavy rare earth separation facility in the Western Hemisphere (SRC partnership)
Downstream: Acquired PMT Critical Metals in Euclid, Ohio — proven heavy rare earth metallization platform outside China (40+ years specialty metals muscle + decade of R&D with U.S. National Labs)
Building the largest heavy rare earth metal facility outside China with SRC
Plugs straight into Defense Logistics Agency procurement (NASA, DOE, DoD buyers already in the mix)
U.S. Export-Import Bank $200M Letter of Intent already issued to REalloys
Lynas and MP Materials? $10B+ giants — massive respect — but they don’t have heavy rare earth metallization at scale, don’t have the full heavy rare earth magnet downstream capability, and carry Chinese influence/logistics/geopolitical risk in their chains.
REalloys sits at ~$900M market cap while controlling two of the most strategic heavy rare earth assets in the West.
They are well positioned to be the largest producer of heavy rare earth oxides and metals outside China by this time next year… and the only one producing high-performance magnets entirely on North American soil.
(NASDAQ: $ALOY) may be the most strategic critical materials play of the cycle.
Defense contractors are knocking.
AI hyperscalers are calling.
Sovereignty capital is waking up.
This isn’t a mine story.
This isn’t light rare earths.
This is America’s heavy rare earth backbone — built, operating, and scaling. Right as the world realizes magnets help win wars and power the future.
Understand the supply chain war… or get left behind.
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