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NEW YORK, May 28, 2026 /CNW/ -- As Washington races to build a rare earth supply chain that can survive the Pentagon's 2027 ban on Chinese-origin materials, REalloys (ALOY) has locked in long-term supply from one of the largest known heavy rare earth deposits in the world.  Companies mentioned in today's commentary includes:  Realloys Inc. (ALOY), Lynas Rare Earths Ltd. (OTCQX: LYSDY), Apple Inc. (NASDAQ: AAPL), Western Digital Corporation (NASDAQ: WDC), Alphabet Inc. (NASDAQ: GOOGL), Comstock Inc. (NYSE American: LODE).

The company announced last Thursday that it has signed a definitive 15-year offtake agreement with Critical Metals Corp. covering 15% of Phase 1 production from the Tanbreez project in southern Greenland, a massive heavy rare earth deposit containing Dysprosium and Terbium, the two most strategically sensitive magnet materials used in fighter aircraft, missile systems, radar platforms, drones, and advanced defense hardware.

REalloys is building one of the only integrated heavy rare earth metallization and magnet production platforms in North America as Washington pushes to break its dependence on Chinese processing capacity before the Pentagon ban takes effect in only seven months.

The company's Euclid, Ohio, operation focuses on the hardest part of the rare earth supply chain outside China: converting rare earth oxides into defense-grade metals, alloys, and eventually the world's most strongest and most advanced magnet: the NdFeB permanent magnet type used in missile systems, fighter aircraft, radar platforms, robotics, EV drivetrains, and advanced industrial systems. 

REalloys says it is scaling that Ohio platform into the largest heavy rare earth metallization facility outside China, supported by a growing network of allied-nation feedstock agreements.

The Tanbreez agreement significantly expands that network.

Under the deal, REalloys will secure 15% of monthly Phase 1 production from the Greenland project for an initial 15-year term. 

This is another major announcement for REalloys as the company rushes to stay ahead of major defense deadlines. 

The Tanbreez offtake deal follows REalloys strategic partnership with Saskatchewan Research Council  tied to 80% of the output from the Saskatchewan Research Council's commercial rare earth processing facility. It also adds to the company's previously-     secured rights to up to 10% of production from the high-grade Sheep Creek rare earth deposit in Montana, and its controls of the Hoidas Lake rare earth asset      in Saskatchewan. 

GREENLAND IS EMERGING AS A WESTERN RARE EARTH STRONGHOLD

Trump didn't manage to buy Greenland, but REalloys got its critical minerals. 

The strategic importance of the Tanbreez project goes far beyond scale. 

The Greenland deposit is one of the largest known heavy rare earth resources globally and one of the few major Western-aligned projects capable of supplying meaningful quantities of Dysprosium and Terbium outside China.

Tanbreez isn't just another rare earths venue. It's a heavy rare earth behemoth, while most global deposits focus on less valuable light rare earth production. Critical Metals estimates heavy rare earths account for roughly 27% of the project's total profile. Most global deposits focused primarily on light rare earth production.

The Greenland project is already fully permitted and advancing under a Western-aligned ownership structure following Greenland's approval of Critical Metals' acquisition of a controlling 92.5% interest earlier this year. 

For REalloys, the deal secures another long-term heavy rare earth materials now central to Pentagon supply chain planning amid a Middle East conflict that is rapidly depleting the arsenal. 

Johns Hopkins economists Steve Hanke and Jeffrey Weng told Fortune magazine that the U.S. has already burned through massive portions of its precision weapons inventory across Iran and Ukraine, while remaining dependent on Chinese-controlled rare earth materials to replace them. The economists suggest that Washington has blown through 45% of its Precision Strike Missile inventory just in Iran, and nearly 50% of its THAAD interceptors and 30% of its Tomahawk cruise missiles, among others. 

Those systems rely on samarium-cobalt magnets or dysprosium- and terbium-enhanced NdFeB magnets that still flow overwhelmingly through China's refining and metallization system. The authors estimate that replenishing just four major weapons systems could require between five and ten metric tons of finished defense-grade rare earth magnets, with more than 95% of current supply chains still tied to China.

And that's the gap REalloys is helping to close, with a North American solution helmed by       a leadership lineup that represents the who's who of American defense. 

Joe Kasper, former Chief of Staff to the U.S. Secretary of Defense, leads REalloys' advisory board, working closely with REalloys' Board Chair, Stephen duMont, president of GM Defense, and seated Board member, General Jack Keane, former Vice Chief of Staff of the U.S. Army.              

These are the people who've run defense procurement from the inside, the ones who decide who gets qualified, who gets funded, and who actually ends up supplying material into weapons systems.

"This is about building a completely sovereign supply chain from input to finished product, without relying on foreign processing," Joe Kasper, former Chief of Staff to the U.S. Secretary of Defense and now Chairman of REalloys' advisory board, told Oilprice.com. "If the U.S. can't access domestically-processed and manufactured materials, then it does not have a rare earths supply chain at all."

All Systems Go

REalloys' Phase One operations are already turning rare earths into alloys in Ohio, amid an ongoing build-out that will launch next year alongside the Pentagon ban on Chinese-origin rare earths, its plans for Phase Two are a major scale-up.  

In Phase One, REalloys intends to move into North American production of high-purity rare earth oxides that can be turned into metals and alloys, using a mix of recycled magnets and mined feedstock. This is the point at which material is produced in the United States and can move through a traceable supply chain. The capital required is about $75 million, and the buildout has $50 million in cash already allocated. 

By Phase Two, it will all run through the Ohio facility, where REalloys already converts rare earth oxides into metal and alloy form. The buildout increases throughput and expands the range of material it can process, including heavy rare earths like Dysprosium and Terbium. Feedstock is expected to come from both recycled magnets and upstream feedstock supply agreements, like the one from the Tanbreez project, with the material moving through reduction and alloying in-house before leaving as finished product.

Phase Two will also vertically integrate by adding rare earths magnet production to the pipeline. By 2029, the plan is to add magnet manufacturing in Ohio, closing the full circle from processed material into finished components.



Instead of selling metal and alloys into someone else's system, REalloys would produce NdFeB magnets itself from its own integrated solution and keep that margin. 

This is where the economics takes a major leap forward, and it's what prompted Clears Street in April to launch coverage of REalloys

Clear Street initiated coverage of REalloys with a Buy rating and a $35 price target, even though the stock was trading just under $8 at the time of the report, because the current valuation does not reflect what the system could look like once it's running at scale.

The Rare Earths End Game

Rare earths are now facing tightening restrictions on both sides of the Pacific. 

And Washington is scrambling to the point of internal divisions over how fast this entire supply chain can be built. 

Bloomberg reports that internal disagreements are emerging inside the Trump administration after China's export restrictions exposed major U.S. vulnerabilities. The argument is over whether the U.S. should rely on market forces to rebuild the rare earth industry or use aggressive state-backed financing and industrial policy similar to the model China used to dominate the sector.



This is why companies capable of securing even a single strategic link in the non-Chinese rare earth supply chain could become some of the most valuable industrial and defense assets of the next decade.

Other companies looking to influence the rare earth supply chain:

Lynas Rare Earths Ltd. (LYSDY) remains the leading producer of separated rare earth materials outside China. The company has restructured its processing chain to mitigate regulatory risk and expand long-term throughput.

The Kalgoorlie cracking and leaching plant in Western Australia is fully operational, allowing Mt Weld concentrate to be processed domestically and radioactive residues to be managed before shipment. This shift has enhanced supply security while addressing prior Malaysian regulatory concerns.

Apple (AAPL) has emerged as the clear leader among big tech companies in rare earth magnet recycling, having pioneered the use of recycled rare earth elements in consumer electronics as far back as 2019, when it introduced them in the Taptic Engine of the iPhone 11. Today, nearly all magnets across Apple's device lineup are made with 100% recycled rare earth elements, a milestone the company has nearly achieved across its entire portfolio.

In July 2025, Apple formalized its commitment with a landmark $500 million partnership with MP Materials, the only fully integrated rare earth producer in the United States, to source American-made recycled rare earth magnets for hundreds of millions of Apple devices.

Western Digital (WDC), one of the world's largest hard disk drive manufacturers, has taken a leading role in developing scalable rare earth recovery from its own products at end of life. In April 2025, Western Digital announced a successful at-scale pilot program conducted in collaboration with Microsoft, Critical Materials Recycling, and PedalPoint Recycling, in which approximately 50,000 pounds of shredded end-of-life hard drives were processed using an environmentally friendly, non-acid chemical extraction method to recover rare earth oxides alongside gold, copper, aluminum, and steel.

Western Digital views this initiative as a blueprint for transforming the global HDD recycling industry, with the potential to significantly offset U.S. dependence on virgin rare earth mining when scaled worldwide. By partnering with downstream processors and data center operators, Western Digital is helping to establish a feedstock network that feeds recovered rare earths back into the U.S. supply chain.

Alphabet (GOOGL) is the "automated chemist" of the rare earth industry. Through Google DeepMind, they released GNoME, an AI tool that has predicted over 2 million new crystalline structures. This isn't just a science experiment; researchers are currently using this database to find "rare-earth-free" permanent magnets.

The company's stock remains a cornerstone of the tech market, with Google Cloud seeing explosive growth as it becomes the preferred home for many generative AI startups. Google Cloud is also the digital backbone for the Saskatchewan Research Council's new rare earth separation facility, providing the computer vision and AI models needed to automate the complex process of separating the 17 chemically identical rare earth elements.

Every other company on this list is trying to dig something out of the ground. Comstock Inc. (LODE) is going a different direction: recovering critical metals from the mountain of end-of-life solar panels that's about to hit the U.S. market.

Comstock Metals, the company's Nevada-based subsidiary, is building what it describes as the only certified zero-landfill solar recycling solution in North America. Its first industry-scale facility in Silver Springs, Nevada is commissioning now, designed to process up to 100,000 tons--approximately 3.3 million panels--per year. A second site in Clark County is in permitting.

By. Charles Kennedy

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This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industry. The Publisher notes that statements contained herein that look forward in time, which include everything other than historical information, involve risks and uncertainties that may affect the companies' actual results of operations. Factors that could cause actual results to differ include, but are not limited to, changing governmental laws and policies concerning, among other things, recreational and medical cannabis sales, success of the company's proprietary technology, the size and growth of the market for the company's products and services, the company's ability to fund its capital requirements in the near term and long term, pricing pressures, etc. 



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Neither the author nor the publisher, Oilprice.com, was paid to publish this communication concerning REalloys (ALOY). The owner of Oilprice.com owns shares and/or stock options of the featured company and therefore has an incentive to see the featured company's stock perform well. The owner of Oilprice.com may buy or sell shares of the featured company at any time including at or near the time you receive this communication. This share ownership should be viewed as a major conflict with our ability to be unbiased. This is why we stress that you conduct extensive due diligence as well as seek the advice of your financial advisor or a registered broker-dealer before investing in any securities.



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This press release was distributed on behalf of REalloys (ALOY)

DISCLAIMER:  OilPrice.com is Source of all content listed above.  FN Media Group, LLC (FNM), is a third party publisher and news dissemination service provider, which disseminates electronic information through multiple online media channels. FNM is NOT affiliated in any manner with OilPrice.com or any company mentioned herein.  The commentary, views and opinions expressed in this release by OilPrice.com are solely those of OilPrice.com and are not shared by and do not reflect in any manner the views or opinions of FNM.  FNM is not liable for any investment decisions by its readers or subscribers.  FNM and its affiliated companies are a news dissemination and financial marketing solutions provider and are NOT a registered broker/dealer/analyst/adviser, holds no investment licenses and may NOT sell, offer to sell or offer to buy any security.  FNM was not compensated by any public company mentioned herein to disseminate this press release but was compensated twenty four hundred dollars by REalloys to distribute this release on behalf of the company.  #tickertagpressreleases #pressrelease #stockalerts

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OilPrice.com Market Commentary

NEW YORK, Feb. 27, 2026 /PRNewswire/ -- The struggle for geopolitical supremacy is rapidly becoming a struggle over one critical resource - rare earth magnets.  They will determine whether the United States can build military equipment at scale, whether weapons can be replaced as fast as they are used, and whether industry can keep pace with demand across an economy measured in the tens of trillions of dollars.  Companies mentioned in this release include: REalloys Inc. (ALOY), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Tesla, Inc. (NASDAQ: TSLA), General Motors Company (NYSE: GM).

For the United States, winning this strategic competition hinges on a single, difficult capability: the domestic production of magnet materials at scale. While many other Western firms are very early in the exploration stage or 'paper' phase of developing processing capabilities, one company is already operational and processing metals.

Based in Euclid, Ohio, REalloys (ALOY) operates North America's only facility that has converted heavy rare earths into the high-performance metals and alloys required for defense systems. By bridging the gap between raw oxides and finished magnets, they have moved beyond the industry's theoretical roadmaps to provide a functioning supply chain that feeds American factories and weapons programs today.

The company has non-binding agreements in place for long-term feedstock from North America, Kazakhstan, Greenland, and Brazil and processes it directly in the United States, eliminating offshore detours. It is already supplying qualified metals and alloys under U.S. Department of Defense contracts as sourcing rules tighten toward fully domestic material.

What the DoD Needs Urgently

The U.S. military is working with REalloys for rare earth metals and alloys for use  in active programs. The company produces defense-grade metal and alloy domestically, to specifications already embedded in program supply chains. As sourcing rules change in 2027 and Chinese material becomes ineligible, that same material remains compliant without modification. No other North American supplier currently produces the same class of qualified heavy rare earth metals and alloys. And in our opinion it is unlikely they will have the capabilities to do so at scale for at least another 3 years.

Heavy rare earths keep modern missile and aerospace systems operating under extreme conditions. Dysprosium and terbium are added to magnet alloys to preserve magnetic strength when temperatures rise or when vibration intensifies.

That makes heavy rare earths absolutely vital to things like precision-guided missiles and missile-defense interceptors. Dysprosium and terbium are non-negotiable inputs for these weapons systems.

Where REalloys Ranks in the Magnet War

Strip away the rhetoric, and the U.S. rare earth landscape collapses fast. Most companies are still upstream, with mines, oxides, separation pilots, and PowerPoint roadmaps. REalloys is firmly downstream, where supply chains either function or fail.

They have an executed commercial processing and long-term offtake agreement with the Saskatchewan Research Council (SRC) tied to SRC's Rare Earth Processing Facility in Saskatoon. Under that agreement, REalloys (ALOY) secures 80% of annual production from the upgraded capacity, with supply structured on a cost-plus model. Heavy rare earth production from the upgraded facility is expected to begin in early 2027, positioning REalloys as the only commercial-scale supplier of dysprosium and terbium oxides in North America.

They are also committing approximately US$21 million to expand the facility to lift heavy rare earth processing capacity by about 300% and increasing light rare earth (NdPr) capacity by 50%. The design output is up to 30 tonnes of dysprosium oxide, 15 tonnes of terbium oxide, and 400 tonnes per year of high-purity NdPr metal, with NdPr increasing to 600 tonnes per year after the expansion is complete, with first production slated for early next year.

LOI's are in place for feedstock from  Kazakhstan, Brazil, and Greenland.

In Kazakhstan, they have secured a non-binding long-term offtake agreement with AltynGroup for rare-earth feedstock containing both light and heavy rare-earth elements, including dysprosium and terbium.

That raw material will feed directly into REalloys' U.S. metals and alloy production rather than being routed offshore. 

In Brazil, the company has signed an offtake memorandum with St George Mining that outlines access to up to 40% of rare earth production from the country's Araxá project, subject to definitive agreements.

In Greenland, they have a 10-year offtake arrangement (at LOI stage) under which it expects to supply REalloys up to 15% of annual production from the Tanbreez project's rare earth concentrate.

The final destination is the Department of Defense.



Their Euclid, Ohio facility is designed to separate rare earth oxides which are reduced into metal under controlled atmospheres and alloyed into magnet-grade compositions. Both light and heavy rare earths, including dysprosium and terbium, will be processed at this facility within the same metallurgical workflow. Output is produced as pre-alloyed metal, with chemistry set upstream and held to tight tolerances required for qualified magnet production. This places Euclid between separation and magnet manufacturing, at the point where rare earths become usable inputs rather than intermediates.

The material is bought through ordinary commercial supply relationships and moves directly into magnets and components supplied to the DoD.

America Rebuilds Under Strategic Threat

For the first time in decades, the United States is rebuilding a rare-earth supply chain under active Chinese pressure.

It is doing so under deliberate Chinese pressure on the processed materials that keep weapons programs and factories running.

Almost no one outside China can reliably turn rare earth oxides into finished metal on an industrial scale.

That step turning rare earth oxides into usable metals is where most Western supply chains quietly gave up decades ago.

The Center for Strategic and International Studies (CSIS) identifies rare-earth metallization and alloying as the least developed and most difficult capability to rebuild outside China. In its work on supply-chain resilience, CSIS describes metal and alloy production as an experience-driven bottleneck–one that cannot be recreated quickly, even with funding in place.

The CSIS makes this clear: rare-earth metallization is learned over long operating histories, not built on a schedule. Reaching stable, magnet-grade output can take many years and, in some cases, decades. Mines can be built, but metallization cannot be rushed.

While most Western efforts stop at oxides or pilot separation, Realloys (ALOY) is operating at the conversion step CSIS identifies as the hardest to rebuild. At Euclid, oxide becomes metal, metal becomes alloy, and chemistry is held inside specifications already accepted downstream. That work is happening now, inside an operating U.S. facility.

They operate at the conversion layer CSIS identifies as the hardest capability to rebuild outside China. The separated rare earth oxides reduced into metal and alloyed to magnet-grade specifications at Euclid will be used downstream. The process runs under controlled atmospheres, with chemistry set upstream and held within tight tolerances across repeated production runs.

That capability is rare because the U.S. abandoned it decades ago and it can't be rebuilt quickly. It requires operating history, not construction schedules. It exists here, inside an operating U.S. facility, feeding magnet and defense supply chains with usable material rather than intermediates.

This capability sets the limits of the rebuild, and of U.S. industrial and defense capacity.



Here are other companies that are reliant on heavy rare earth elements and why they are so important to their businesses:



Microsoft (NASDAQ: MSFT) has become a pivotal architect of the "Circular Rare Earth Economy," shifting its strategy from simple procurement to large-scale urban mining. In early 2025, Microsoft achieved a major breakthrough by launching a commercial-scale Rare Earth Material Capture Program in collaboration with Western Digital. By decommissioning and shredding approximately 50,000 pounds of end-of-life hard disk drives (HDDs) from its global data centers, Microsoft demonstrated an acid-free, environmentally friendly process that recovers over 90% of the neodymium and praseodymium (NdPr) used in high-performance magnets.

Beyond recycling, Microsoft is a major backer of AI-driven mineral discovery through KoBold Metals, an exploration firm co-founded with Bill Gates. By 2026, Microsoft has integrated its Azure high-performance computing (HPC) power with KoBold's "Machine Prospector" to identify "Tier 1" critical mineral deposits in regions previously thought to be exhausted, such as Western Australia and Sub-Saharan Africa.

NVIDIA (NASDAQ: NVDA) is the "technological engine" powering the modernization of the rare earth industry, moving from supplying GPUs to creating the "AI Factory" for mining. At CES 2026, NVIDIA and Caterpillar (CAT) announced an expanded collaboration to deploy "Physical AI" across mining sites globally. By integrating the NVIDIA Jetson Thor platform into autonomous mining fleets, NVIDIA has enabled machines to process billions of data points in milliseconds, allowing for high-precision extraction in complex environments.

Crucially, NVIDIA has pioneered the use of Digital Twins for rare earth refineries through its Omniverse platform. In 2026, facilities like the Saskatchewan Research Council (SRC) and MP Materials utilize NVIDIA's OpenUSD-based simulations to model the chemical behavior of rare earth separation at a molecular level. This "Simulation-First" approach allows engineers to optimize the proprietary solvent extraction (SX) cells, the most guarded and difficult step of rare earth processing, without wasting expensive chemical reagents.

Alphabet (NASDAQ: GOOGL), through DeepMind and Google Cloud, has positioned itself as the "automated chemist" of the rare earth industry. In early 2026, Google DeepMind unveiled GNoME 3.0 (Graph Networks for Materials Exploration), an AI model that predicted over 2 million new crystalline structures, many of which are specifically designed to be high-performance, rare-earth-free permanent magnets. By simulating new material combinations that mimic the magnetic properties of neodymium but use more abundant elements like iron and nitrogen, Google is working to "engineer out" the vulnerability of the rare earth supply chain entirely.

In the immediate term, Google Cloud is the data backbone for the Saskatchewan Research Council's (SRC) AI-powered separation facility. Google's Vertex AI models are the brains behind the facility's "micro-adjustment" sensors, which coordinate the flow of thousands of chemical tanks to separate the 17 chemically identical rare earth elements.

Tesla, Inc. (NASDAQ: TSLA) remains one of the most influential industrial demand drivers for critical minerals and magnetic materials globally. Although its core business is electric vehicles and energy storage, Tesla's design choices in traction motors, battery chemistry, and material sourcing have profound implications for rare earths, nickel, lithium, and cobalt markets. Major EVs typically incorporate neodymium-praseodymium magnets in their motors, and even as Tesla explores designs with reduced rare earth content, the underlying demand for high-performance permanent magnets and advanced battery metals continues to shape supplier strategy.

Tesla's high-volume manufacturing footprint, global supply agreements, and influence on EV battery chemistries make it a bellwether for critical mineral demand trends, particularly in North America and Europe, where domestic supply diversification remains a strategic priority.

General Motors Company (NYSE: GM)

General Motors has expanded its upstream exposure as access to battery raw materials increasingly dictates EV scaling timelines. The automaker continues to secure direct stakes and long-term contracts across the lithium, nickel, and cobalt value chains to underpin its Ultium platform.

Its investment in Lithium Americas' Thacker Pass project provides priority access to Phase 1 lithium supply, supporting full U.S. tax credit eligibility under current IRA guidelines. GM has also expanded nickel and cobalt supply arrangements with global miners to diversify sourcing.

Downstream integration continues through cathode joint ventures in North America and battery recycling partnerships designed to recover high percentages of lithium, nickel, and cobalt from scrap and end-of-life packs, reducing long-term primary material exposure.

By. Josh Owens

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