Pentagon Makes Move to Secure Critical Defense Minerals

The U.S. Army is bringing mineral processing onto active military installations.

Just four companies were selected. Only one specializes in heavy rare earthsⁱ: REalloys (NASDAQ:ALOY).

For decades, China has tightened its grip on America’s defense supply chain, leaving the country exposed amid rising global tensions.

Now the U.S. Army is taking unprecedented steps to restore it.

REalloys (NASDAQ:ALOY) (“REalloys” or the “Company”) was selected to enter negotiations with the U.S. Army to establish the first commercial heavy rare earth processing operation on an active military installation.ⁱⁱ This is a milestone that places the Company at the center of one of the country’s most consequential industrial buildouts.

Should the project move forward, the facility at the Tooele Army Depot, Utah would refine dysprosium and terbium, two of the most strategically important heavy rare earth elements.ⁱⁱⁱ

These materials are essential for the permanent magnets that power advanced defense systems like the F-35 Lightning II^iv and Virginia-class submarines.^v

Once operational, the facility is expected to support the Department of Defense, the Defense Logistics Agency, the Department of Energy, and NASA.^vi

The window to rebuild domestic supply is narrowing. The DFARS federal procurement ban on Chinese rare earth materials used in defense systems takes effect in a matter of months.^vii

With that deadline approaching, REalloys is accelerating development. Commercial operations are expected to begin in 2027, with initial production slated for 2028.^viii

Rather than being government owned and operated, the Tooele project would fall under an Enhanced Use Lease structure. That allows REalloys to finance, build, and operate the facility, while the military still maintains ownership of the land.^ix

The Tooele announcement is also part of a broader relationship with the U.S. government. Earlier this year, the Defense Logistics Agency awarded the company a contract to expand samarium and gadolinium metal production.^x The Tooele project builds on that, adding another layer to the company’s growing rare earth platform.

And the U.S. Export-Import Bank has separately expressed interest in providing up to $200 million in financing to support the development of REalloys’ facilities.^xi

REalloys Is Ready For The Mission

REalloys didn’t wait for Washington to recognize the risk. The Company’s mine-to-magnet platform was already taking shape when the Army selected it for the Tooele project.

Today, it spans feedstock agreements, processing facilities, metallization technology, and downstream manufacturing capabilities across the entire supply chain.

A key part of that strategy is its partnership with the Saskatchewan Research Council. REalloys (NASDAQ:ALOY) has committed approximately $20.6 million toward expanding rare earth processing capacity. In return, it secured exclusive rights to 80% of the facility’s output, including neodymium-praseodymium metal and dysprosium and terbium oxides. ^xii

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.^xiv

Long-term supply agreements in Greenland, Montana, and in Wyoming provide diversified access to multiple feedstock sources. No single mine. No single country. No single point of failure.

Among them is a multi-year agreement for 15% of Phase 1 production from Critical Metals’ Tanbreez project, one of the world’s largest heavy rare earth deposits.^xv

As the U.S. races to rebuild its heavy rare earth supply chain, REalloys has positioned itself to participate at nearly every stage of the process.

A Board Including Defense Contractors, Palantir Executives and Government Personnel

Establishing critical materials capacity in North America requires coordination across defense, manufacturing, capital, and government. REalloys has structured its leadership accordingly.

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.

David MacNaughton, Non-Executive Director

Former 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.

Joe Kasper, Chair of the Advisory Board

Former Chief of Staff to the U.S. Secretary of Defense, and until recently a Pentagon Special Government Employee focused on critical-material supply chains, Kasper has spent two decades across the Department of Defense, Homeland Security, and Capitol Hill.

7 Reasons to Add REalloys (NASDAQ:ALOY) To Your Watchlist

A First-of-Its-Kind Army Partnership:

REalloys has been selected for negotiations to establish the first commercial heavy rare earth processing operation on an active U.S. military installation.
Mine-to-Magnet Platform:

REalloys is assembling a platform spanning diversified feedstock, separation, metallization, alloying, and permanent magnet manufacturing—bringing together nearly every stage of the rare earth value chain.
The 2027 Procurement Deadline:

Federal restrictions on Chinese-sourced rare earth materials take effect January 1, 2027. REalloys expects qualification materials to be available in the fourth quarter of 2026, giving prospective customers time to validate supply ahead of the deadline.
Diversified Feedstock:

A multi-year Tanbreez offtake, the company-owned Hoidas Lake resource, and strategic agreements across Montana, Wyoming, Appalachia, Brazil, and Kazakhstan provide access to multiple long-term supply sources.
Rising Demand for High-Performance Magnets:

Global demand for rare earth magnets is projected to expand to a $59 billion market by 2030[i].
Defined Path to Commercial Production:

Qualification materials expected in Q4 2026, initial commercial output targeted for early 2027, and dedicated dysprosium and terbium metal production expected by Q4 2027.
Growing Institutional Profile:

Inclusion in the Russell 3000® Index and approximately $150 million in recent financings have expanded REalloys’ visibility among institutional investors.

The Company believes that the next several months will be critical. Federal restrictions on Chinese-sourced rare earth materials used in defense systems will take effect January 1, 2027, leaving contractors with limited time to qualify alternative suppliers.

REalloys (NASDAQ:ALOY) expects to begin delivering qualification materials before year-end, with commercial production targeted to follow in early 2027.

This deadline is fixed. The qualification clock is running.

To explore the company’s roadmap and progress in greater detail, visit the REalloys website.

For ongoing updates as development milestones are achieved, please subscribe with your email address below.

ⁱhttps://www.army.mil/article/293503/army_announces_conditional_lease_awards_for_domestic_critical_mineral_processing_facilities_to_secure_defense_supply_chains
ⁱⁱhttps://www.army.mil/article/293503/army_announces_conditional_lease_awards_for_domestic_critical_mineral_processing_facilities_to_secure_defense_supply_chains
ⁱⁱⁱhttps://www.army.mil/article/293503/army_announces_conditional_lease_awards_for_domestic_critical_mineral_processing_facilities_to_secure_defense_supply_chains
^ivhttps://sprott.com/media/dcnmlw0c/sprott_rare-earths-infographic-f35.pdf
^vhttps://www.researchgate.net/publication/50384273_TERFENOL_D_A_HIGH_POWER_GIANT_MAGNETOSTRICTIVE_MATERIAL_FOR_SUBMARINE_MAPPING
^vihttps://realloys.com/realloys-press-release/realloys-nasdaq-aloy-announces-landmark-partnership-agreement-with-the-united-states-army-armys-strategic-capital-initiatives-to-operate-processing-facilities-on-the-tooele-army-base-in/
^viihttps://www.acquisition.gov/dfars/252.225-7052-restriction-acquisition-certain-magnets-tantalum-and-tungsten.
^viiihttps://realloys.com/realloys-press-release/realloys-nasdaq-aloy-announces-landmark-partnership-agreement-with-the-united-states-army-armys-strategic-capital-initiatives-to-operate-processing-facilities-on-the-tooele-army-base-in/
^ixhttps://realloys.com/realloys-press-release/realloys-nasdaq-aloy-announces-landmark-partnership-agreement-with-the-united-states-army-armys-strategic-capital-initiatives-to-operate-processing-facilities-on-the-tooele-army-base-in/
^xhttps://realloys.com/realloys-press-release/u-s-defense-logistics-agency-awards-historic-contract-to-realloys-terves-llc-to-scale-domestic-rare-earth-metal-production/
^xihttps://realloys.com/realloys-press-release/realloys-secures-200-million-letter-of-interest-from-u-s-exim-bank-to-advance-north-americas-first-fully-integrated-mine-to-magnet-supply-chain/
^xiihttps://realloys.com/realloys-press-release/realloys-reports-progress-on-commercial-agreements-with-the-saskatchewan-research-council-exclusive-heavy-rare-earth-supply-chain-on-track-ahead-of-2027-statutory-deadline/
^xiiihttps://realloys.com/realloys-press-release/realloys-nasdaq-aloy-announces-fully-financed-buildout-of-the-largest-heavy-rare-earth-metallization-facility-outside-china-in-partnership-with-the-saskatchewan-research-council/
^xivhttps://realloys.com/media/REalloys_CIM_NC_Mar2026_v2.pdf
^xvhttps://realloys.com/media/REalloys_CIM_NC_Mar2026_v2.pdf
^xvihttps://www.precedenceresearch.com/ndfeb-permanent-magnets-market

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