REalloys

Critical Metals has concluded a binding 15-year offtake agreement with REalloys for 15% of the Tanbreez project’s annual rare-earth concentrate production, with priority supply rights for dysprosium and terbium. The contract includes two five-year extension options, a right of first refusal on volumes above the 15%, and FOB deliveries from the Tanbreez port; prices are linked to international reference values for rare-earth oxides. The agreement complements Greenland’s approval to raise Critical Metals’ project stake to 92.5% and is intended to strengthen supplies to western supply chains; no specific start date for commercial deliveries was given. » More on de.investing.com

Reports warn the U.S. may have only weeks to months of certain rare-earth inventories for defense production if disruptions deepen. REalloys is converting oxide into rare-earth metals and magnet-grade alloys at its Euclid, Ohio facility and plans a large-scale NdFeB magnet plant targeting 3,000–18,000 tons annually. The company also holds upstream exposure and supply agreements in Canada, Greenland, Kazakhstan and Brazil as the Pentagon moves to bar Chinese-origin rare-earth magnets for weapons by 2027. » More on finance.yahoo.com

REalloys has brought rare-earth metallization and alloying capacity online at its Euclid, Ohio facility, reopening the critical upstream step that converts oxides into high‑purity metals for permanent magnets. The plant aims to scale Phase 1 toward roughly 400–600 tonnes of rare‑earth metal output by late 2027 as U.S. defense procurement will bar Chinese-origin magnet materials beginning in 2027. Federal support and contracts, including a potential Export‑Import Bank facility of interest up to $200 million and Defense Logistics Agency work on modular metallothermal capacity, accompany the push to rebuild domestic supply chains; retired General Jack Keane joined the REalloys board. » More on finance.yahoo.com