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New Alert: REalloys Inc. (NASDAQ: ALOY)
ALOY is a NASDAQ listed company and “North America’s first fully integrated rare earth metals and permanent magnet company”.
ALOY is “advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing”.
In the global race toward electrification, renewable power, and advanced defense systems, one material foundation has become indispensable: rare earth magnets.
These powerful alloys of neodymium (Nd), praseodymium (Pr), dysprosium (Dy), and terbium (Tb) form the invisible infrastructure of the modern world.
Without these metals many downstream industries including defense, technology and energy generation cease to operate.
The market for these materials is massive, currently valued at over $20 billion annually, with demand increasingly shaped by how deeply magnets are being embedded across energy, industrial, and defense systems.
These magnets sit inside products and systems representing trillions of dollars in downstream value.
Under Morgan Stanley’s high-adoption scenarios, the demand for rare earth magnets will increase roughly 40-50 times over the coming decades as electrification, automation, and defense platforms scale simultaneously.
For decades, the technologies that define modern life – smartphones, electric vehicles, wind turbines, jet fighters, satellites – have relied on permanent magnets built from rare earths processed almost entirely overseas.
Yet this entire growth sector rests on a profound vulnerability: roughly 90% of global rare earth processing and magnet production is currently concentrated in China.
China has also restricted exports of key processing technologies and implemented stricter end-use rules, particularly limiting access for defense-related applications.
Earlier this year, this imbalance became more visible as prices for heavy rare earth oxides, such as dysprosium and terbium, in Western markets surged well above Chinese domestic pricing.
These developments are accelerating efforts to build alternative supply chains outside China.
In the U.S., policy changes are adding additional urgency. By 2027, defense contractors will no longer be allowed to rely on Chinese-sourced rare earth materials due to expiring sourcing waivers.
At the same time, U.S. government support is increasing. Programs tied to domestic manufacturing, for example, the Defense Production Act, and financing initiatives from the Department of Energy and EXIM are helping fund new projects.
In total, approximately $2.5 billion has been allocated toward building a domestic rare earth and magnet supply chain.
ALOY’s mission is simple and urgent: to secure America’s rare earth future – and power the electrification, defense, and industrial renaissance ahead.
Where others see fragmented supply chains, ALOY builds full-stack capability.
Where others depend on China, ALOY creates sovereign capacity.
Where others chase incremental improvements, ALOY unlocks next-generation magnet innovation.
ALOY believes it is shaping the future of U.S. manufacturing – restoring industrial independence, enabling defense readiness, accelerating electrification, and creating a new platform for advanced materials innovation.
This is not just a company. We Believe This is the Rare Earth Metal and Magnet Reshoring Movement.
ALOY’s platform integrates three core stages of the rare earth value chain:
1. Upstream: Mining and concentrate production from Hoidas Lake combined with strategic off-take agreements including primary mineral concentrates, recycled materials and nonconventional sources.
2. Midstream: Separation and metallization in partnership with the Saskatchewan Research Council (SRC).
3. Downstream: Metal Alloying and Magnet manufacturing at the Facility in Euclid, Ohio.
In more detail, ALOY’s “upstream foundation includes its Hoidas Lake rare-earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners”.
“Together with the Saskatchewan Research Council, REalloys is building a platform to scale North American heavy rare earth midstream separation, refining, and metallization capabilities — creating a coordinated system that processes and converts heavy rare-earth materials from allied and domestic sources into high-purity products.”
In March, the company announced “plans to build the largest heavy rare earth metallization facility outside of China and the first commercial-scale operation capable of meeting 2027 U.S. defense procurement bans on Chinese sourcing.”
Those refined materials “feed directly into REalloys’ downstream manufacturing operations in Euclid, Ohio, where the company produces advanced heavy rare earth metals, alloys, and magnet components for defense, clean-energy, and high-performance industrial applications.”
ALOY’s "Ohio facility serves federal logistics and procurement agencies supporting the Department of Defense, the Department of Energy, and the National Aeronautics and Space Administration, in addition to the broader Defense Industrial Base and Organic Industrial Base”.
Importantly, the company’s “Proprietary Technology Eliminates One of Rare Earth Processing's Most Hazardous, Costly, and Environmentally Burdensome Steps”.
Furthermore, ALOY recently announced that it “Extends Its Lead as the Only Proven Heavy Rare Earth Metallization Platform in the Western Hemisphere; Delivering Cleaner, Lower Cost Solutions for U.S. Defense Stockpiles”.
Over the past month the Company has announced multiple accomplishments.
On March 2, 2026, the Company announced:
“U.S. Defense Logistics Agency Awards Historic Contract to REalloys’ Terves LLC to Scale Domestic Rare Earth Metal Production”
Here are the highlights from the March 2nd press release:
“REalloys Advances a 300 Ton Per Year Modular Production Facility to Rapidly Deploy and Scale Domestic Sm and Gd Metal Capacity”
“Provisional Patent Filing Reinforces REalloys’ Zero-Waste Platform to Cut Costs, Reduce Capital Intensity, and Transform Sm and Gd Economics”
“With the U.S. currently 100% dependent on foreign adversaries for the supply of these critical defense metals, this contract serves as a historic breakthrough for U.S. national security”
“DLA Award Strengthens REalloys Proprietary Technology to Onshore Critical Supply Chains for Essential Defense and Energy Metals”
As the nation's combat logistics support agency, the DLA manages the global supply chain for the Department of War, NASA, and numerous other government agencies.
Through its DLA Strategic Materials division, the DLA also manages the National Defense Stockpile, charged with securing domestic sources of rare earths to decrease reliance on foreign supply chains.
On March 11, 2026, the Company announced:
“REalloys (NASDAQ: ALOY) Announces Fully Financed Buildout of the Largest Heavy Rare Earth Metallization Facility Outside China, in Partnership with the Saskatchewan Research Council”
Here are the highlights from the March 11th press release:
“First operations expected in 1H 2027 from a fully financed, zero-China nexus facility, built to comply with 2027 U.S. defense procurement standards”
“Purpose built to supply the U.S. Defense Industrial Base and Defense Logistics Agency (DLA) national strategic rare earth stockpiles”
“Long term supply of heavy rare earth oxide feedstock secured through SRC’s first-of-its-kind commercial rare earth processing facility”
Here are some of the Company’s comments from this press release:
“The establishment of heavy rare earth metal production on U.S. soil is a defining moment for North American industrial strategy,” said Stephen duMont, Chairman of REalloys. “The Ohio facility will create the metallization capability that bridges Canadian oxide production with U.S. magnet manufacturing — a critical link that’s never existed at scale in the West. This is not a pilot plant; this will be full scale commercial capacity, built with zero Chinese nexus, AI-enabled process optimization, and full compliance with Title 50 defense sourcing requirements. This is how we rebuild supply sovereignty from the ground up.”
Furthermore:
“The REalloys–SRC partnership demonstrates what coordinated innovation between public and private industry — and true strategic alignment between Canada and the United States — can achieve,” said Mike Crabtree, President and CEO of the Saskatchewan Research Council. “Together our teams have engineered every step of this value chain; from separation to metal production; to operate within allied borders and to world-class standards. This partnership with REalloys creates the Western hemisphere’s first end-to-end rare earth metal capability, powered by collaboration and stability, not dependency.”
On March 16, 2026, the Company announced:
“REalloys (NASDAQ: ALOY) Demonstrates New Innovation for Producing Rare Earth Metals Without Hazardous Hydrofluoric Acid”
Hydrofluoric acid is widely considered one of the most hazardous and difficult chemicals used in industrial metallurgy and remains a standard reagent in conventional rare earth fluorination processes widely used in China and other rare earth processing centers.
Its extreme toxicity and corrosiveness require specialized containment systems, highly controlled handling procedures, and extensive environmental and regulatory compliance measures.
These measures significantly increase operating costs, create substantial safety and environmental risks, and make fluorination using hydrofluoric acid complex and difficult to scale for rare earth processing facilities operating under Western environmental and safety standards.
ALOY “announced the successful demonstration of a patent-pending hydrofluoric-acid-free ("HF-free") fluorination process for producing metallization-grade rare earth fluorides from rare earth oxides.”
“The innovation expands REalloys' proprietary rare earth metallization technology platform while supporting the development of a scalable North American rare earth supply chain.”
As the Company further explains:
“The results demonstrate that rare earth fluorides suitable for rare earth metal production can be produced without hydrofluoric acid, one of the most hazardous chemicals traditionally used in rare earth processing, enabling a safer and more scalable approach to rare earth metallization. These results demonstrate the ability of REalloys' proprietary process to produce low-oxygen rare earth fluoride intermediates suitable for downstream metallization and alloy production.”
Here are some of the company’s comments from this press release:
"Hydrofluoric acid has been necessary for rare earth metallization, until now," said Lipi Sternheim, Chief Executive Officer of REalloys. "We believe this breakthrough can significantly reduce the environmental burden, safety risks, and costs traditionally associated with this critical step of rare earth processing while helping enable cleaner rare earth metal production in the United States as an alternative to the environmentally intensive processing methods that dominate rare earth production in China."
Most recently, on March 30, 2026, the Company announced:
“REalloys (NASDAQ: ALOY) Appoints Former Chief of Staff to the U.S. Secretary of Defense Joe Kasper as Chair of Its Advisory Board”
Here are the highlights from the March 30th press release:
“Joe Kasper, Former Chief of Staff to the U.S. Secretary of Defense, Two-Term Department of Defense Veteran, Globally Renowned Supply Chain Expert, and Recent Pentagon Special Government Employee Focused on Critical Material Supply Chains, Named Chair of the REalloys Advisory Board”
“Kasper Joins General Jack Keane and Stephen duMont to Form an Unparalleled Defense and National Security Leadership Team Dedicated to Securing North America's Most Advanced Rare Earth Assets and Eliminating Chinese Dependency from U.S. Defense Supply Chains”
In addition, yesterday, the company announced big news:
“REalloys (NASDAQ: ALOY) Secures Strategic Alliance and Offtake Commitment from America’s Highest-Grade Rare-Earth Deposit”
We believe that ALOY could be positioned for high growth.
Make sure to do your own due diligence.
Happy Trading!
SmallCapStocks Team
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Note regarding forward-looking statements (safe harbor clause)
This press release contains "forward-looking statements" within the meaning of applicable securities laws, including the U.S. Private Securities Litigation Reform Act of 1995. All statements that are not historical facts are considered forward-looking statements. These include, but are not limited to, statements regarding the potential scalability, commercial applicability, and future development of REalloys' patent-pending HF-free fluorination technology; the suitability of the technology to support rare earth metal recovery, alloying, and downstream metallization processes; the potential safety, environmental, regulatory, operational, and supply chain benefits that may result from eliminating hydrofluoric acid in this processing step; the suitability of the recovered rare earth fluorides for downstream metallization and industrial applications; the strength, expansion, or competitiveness of North American rare earth supply chains; the potential role of the technology in supplying the U.S. defense and critical raw materials markets; intellectual property protection and the outcome of patent applications; as well as the company's strategic, operational, technological, and commercial future plans. Terms such as "expect," "assume," "intend," "may," "plan," "potential," "forecast," "should," "aim," "will," and similar expressions serve to identify forward-looking statements, although not all forward-looking statements contain such terms.
Forward-looking statements are based on current expectations, assumptions, and estimates and are subject to known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those anticipated. Such statements are inherently subject to significant risks and uncertainties, many of which are beyond the company's control. These statements are not guarantees of future results, and actual results may differ materially from those expressed or implied.
Factors that could cause actual results to differ materially include, but are not limited to: the ability to further validate, optimize, scale, and commercialize the company's HF-free fluorination technology; whether laboratory results can be reproduced in pilot, production, or continuous manufacturing environments; technical, engineering, or process performance risks; challenges in producing rare earth fluorides of consistent quality, purity, or suitable oxygen content for downstream applications; fluctuations in feedstocks; plant performance; constraints in supply chains, logistics, or raw material availability; environmental, health, safety, permitting, and regulatory requirements; the outcome and scope of patent applications and intellectual property protection; reliance on external testing facilities, suppliers, and partners; customer qualification and acceptance timelines; changes in market demand, rare earth prices, or competing technologies; changes in government policy, trade policy, defense procurement requirements, or critical raw material strategy; geopolitical developments; and the availability of capital. as well as general macroeconomic, industry-specific or capital market-related framework conditions.
There is no assurance that the company's RF-free fluorination technology will be successfully scaled, commercialized, or adopted by customers, achieve the expected safety or operational benefits, or significantly strengthen domestic rare earth supply chains.
All forward-looking statements speak only as of the date of this press release. The company assumes no obligation to update or revise any forward-looking statements as a result of subsequent events, new information, or changed expectations, except as required by law. Readers are expressly cautioned not to place undue reliance on forward-looking statements.
A discussion of further risks and uncertainties that could affect the company's business, financial condition, and results of operations can be found in the company's filings with the U.S. Securities and Exchange Commission (SEC), in particular its most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and other periodic reports, available at www.sec.gov.
Disclosure Notice
REalloys uses its investor website at www.reallooys.com and intends to continue using it as a means of disclosing material information not previously publicly available and for compliance with Regulation FD. Investors are advised to regularly monitor this website as well as the company's press releases, SEC filings, public conference calls, and webcasts.