REalloys (NASDAQ: ALOY), as a pioneer in the rare earth metallurgy industry, is building the largest heavy rare earth metallurgy facility outside of China. This facility is designed to produce approximately 30 tons of dysprosium metal and 15 tons of terbium metal annually, aimed at reducing dependence on Chinese rare earth elements, especially to meet the needs of various industries including automotive, industrial equipment, and electronics.
Current Market Status of Rare Earth Elements
According to reports, the United States consumed about 48,000 tons of rare earth permanent magnets in 2025, while producing only 300 tons of these materials domestically. This dependence on imports of rare earth elements from China poses significant threats to American industries. It is estimated that if exports from China were completely cut off, about $6.5 trillion of industrial output would be at risk.
Read more: Naming of the ammonia dual-fuel ship Terra Clove by MPA and EPS
REalloys' Strategic Contracts and Agreements
REalloys has secured long-term agreements with the Saskatchewan Research Council (SRC) for its raw material supply, as well as 15-year contracts with the Tanbreez project in Greenland. This project is considered one of the largest rare earth reserves outside of China. Additionally, with a $100 million funding in June, REalloys is looking to accelerate the construction of the facility and establish strategic collaborations with the U.S. military to build rare earth processing facilities at the Tooele military base in Utah.
According to forecasts, demand for rare earth elements will significantly increase by 2035, and for this reason, REalloys is striving to raise its NdPr (neodymium and praseodymium) metallurgy capacity to about 150 tons by 2027.
Read more: Persbito Introduced the AI Inspection Platform of Action · 14.4% Growth in Profits of Major Industries in China in September
