The North American processor said its Ohio facility and Saskatchewan partnership aim for early-2027 output of neodymium-praseodymium metal, plus 30 tonnes of dysprosium oxide and 10 tonnes of terbium oxide.
It said a $200m US Export-Import Bank letter of intent, a JOGMEC memorandum and non-Chinese processing technology support a defence-compliant supply chain from feedstock to magnets.
The company says 2027 US defence procurement rules barring Chinese-origin rare earths should create mandated demand, reducing exposure to the price crashes Beijing has used to undermine Western rivals.
Can REalloys meet its 2027 deadline to supply America's advanced weapons systems?
Is the West building a resilient supply chain or just a new monopoly?
Securing the 2027 Deadline: North America’s Urgent Push for Rare Earth Supply Chain Independence
Overview
With the U.S. set to enforce strict procurement restrictions on Chinese rare earths for defense systems by January 1, 2027, national security concerns are driving urgent action to secure independent supply chains. The U.S. military faces a critical shortage of these minerals, highlighting the need to eliminate reliance on Chinese processing. Companies like REalloys are responding by building a diversified network of rare earth sources from allied nations, anchoring resources in Canada and partnering globally. This strategy aims to counter China’s market dominance and ensure a resilient, secure supply chain for strategic U.S. markets as the deadline approaches.