China Just Cut A Critical U.S. Supply Chain.

The Pentagon Has 165 Days to Replace It.

  • July 25, 2026
  • Editorial Feature

As Washington races to restore a fragile link in the defense supply chain, REalloys (NASDAQ:ALOY) lands a key Pentagon contract.

Oil is surging due to the Iran conflict. Gas costs more. 

Gasoline has dozens of global suppliers. When one source gets disrupted, others fill the gap. Prices spike, then stabilize.

Rare earth magnet materials are different. There are very few backup suppliers and there is no strategic reserve. 

If rare earth alloys disappeared tomorrow, electronics manufacturing would grind to a halt. The F-35 and UAV production lines at Lockheed Martin would go silent. Not slowed. Silent.

China controls over 90% of the global capacity to make these alloys. And they’ve already started turning off the tap — restricting exports of rare earth processing technology, equipment expertise.

And there’s a hard deadline coming.

On January 1, 2027, new U.S. defense procurement rules kick in. Under DFARS and 10 U.S.C. §4872, Chinese-origin rare earth materials will be banned from American defense systems.

Every major defense contractor must have a domestic, China-free magnet supply chain by that date.

Currently, that supply chain barely exists. China didn’t just dominate the magnet market, they eliminated the competition. The West largely shifted processing and production to China for rare earth magnets decades ago. The expertise left. The equipment left. The workforce left.

Mining is not the problem. The United States has rare earths in the ground. Canada has them. What’s rare is the ability to process them.

President Trump put it bluntly at Davos: “There’s no such thing as rare earth… there’s rare processing.”

The chokepoint sits in the middle of the supply chain. It’s the step where raw minerals get separated, purified, converted into metals then alloyed to exact specifications.

This is where the supply chain narrows. Rare earth magnet materials must perform the same way every time. Same magnetic strength. Same thermal stability. Same behavior at extreme temperatures. Batch after batch. Year after year.

You can not buy that capability off a shelf. It takes decades of accumulated knowledge.

Specialized furnaces. A trained workforce. Even with unlimited capital, industry experts estimate a new competitor would need 3 to 7 years to build comparable alloy production from scratch.

Time to Build RE Magnet Materials Production

The demand outlook makes this supply constraint even more critical. Morgan Stanley’s research projects rare earth magnet demand will rise 3 to 5 times in this decade.i

Business Wire forecasts over 7% annual growth through 2035. The market already tops $20 billion a year.ii The rare earth materials at the heart of it sit inside products and systems representing trillions.i,ii,iii 

Screens. Servers. Motors. The majority of modern technology either contains them or was built by machines that do. The rare earth materials are the invisible foundation. And one country controls almost all of it.

So who fills the gap?

Right now, the answer may come down to a company from Euclid, Ohio. REalloys Inc. (NASDAQ:ALOY) has spent years assembling the expertise, supply chain, and relationships needed to help rebuild domestic heavy rare earth alloy production.

The Only Rare Earth Company Chosen to Build on an Active U.S. Army Base

On June 25, 2026, the U.S. Army invited private industry inside the gates to help rebuild one of America’s most vulnerable defense supply chains. Under Executive Order 14241, select companies would finance, build and operate critical mineral processing facilities on active U.S. military bases.iii

Four companies were selected. Only one was chosen to develop heavy rare earth processing capacity.

REalloys (NASDAQ:ALOY) secured that exclusive role, with the Army selecting the Tooele Army Depot in Utah as the site for the project.

Should the project proceed, the facility would produce defense-grade heavy rare earth alloys – dysprosium and terbium – for the Department of Defense, Department of Energy, Defense Logistics Agency and NASA. iv

China spent decades consolidating control over the heavy rare earth processing industry. Washington has just months to begin rebuilding its own.

With the procurement deadline quickly approaching, the Tooele project is on an accelerated timeline. 

Development is currently targeted to begin as early as 2027 and be operational by 2028.  

The structure of the arrangement also sidesteps many of the delays that come with traditional government infrastructure projects. Rather than relying on taxpayer funding, REalloys currently plans to finance construction and operations while the Army retains ownership of the land.iii

But national defense is only part of the story. 

The Pentagon isn’t the only one scrambling to secure a domestic supply chain. America’s biggest technology companies are feeling the consequences of offshoring critical resources as well.

China Declares War on Musk, Huang, Cook and the Entire U.S. Defense Industry

Elon Musk just admitted it publicly. China’s rare earth export controls are already slowing production of Tesla’s Optimus robot. In his words: Beijing is “requiring an export license to send out anywhere with magnets.” Tesla is “working through that with China.”iii

Translation: the world’s most valuable automaker is waiting on a permission slip from Beijing to build its own products.

Tim Cook saw this coming. Apple spent $500 million on a deal with MP Materials to source American-made rare earth magnets, calling it a move to “strengthen the supply of these vital materials here in the United States.”iv But here’s what most investors missed: MP Materials only processes light rare earths. The heavy rare earth alloys that go into defense systems, high-performance motors, and the most demanding industrial applications? MP Materials can’t make those.

Jensen Huang flew to Beijing personally. The deal to resume Nvidia’s H20 chip sales to China was directly tied to rare earth access — the U.S. literally traded AI chips for magnets.v That’s how critical the supply chain has become.

Jeff Bezos’s warehouse robots. Zuckerberg’s Quest headsets and data centers. Satya Nadella’s Azure cloud infrastructure. Sundar Pichai’s Waymo fleet. Every one of them depends on rare earth alloys.

The Magnificent Seven — the companies that have carried the stock market — cannot build their core products without alloys that one country controls. The Pentagon, defense primes, and ultimately the commercial OEMs all need the same thing: a domestic source of alloys.

An AI-Driven Rare Earth Metals and Magnet Platform in the Heart of America

REalloys (NASDAQ:ALOY) is building the Western Hemisphere’s first vertically integrated heavy rare earth platform. Mine to metal to magnet. Every link in the chain is domestic, compliant, and completely free of Chinese technology.

The upstream:

REalloys holds 100% interest in the Hoidas Lake rare earth project in Saskatchewan — approximately ~2.2 million tonnes measured and indicated resources and roughly 1.6 million tonnes inferred resources. Feedstock for the first five years of production has already been secured through offtake agreements spanning North and South America, Greenland and Kazakhstan. Among them is a definitive 15-year agreement with Critical Metals Corp. for 15% of Phase 1 production from Greenland’s Tanbreez deposit – one of the world’s largest heavy rare earth deposits.viii

The midstream:

A strategic partnership with the Saskatchewan Research Council (SRC), which has invested $200 million building the most advanced, commerical scale rare earth processing facility outside China.

The downstream:

The Company’s Euclid, Ohio facility is a platform for heavy rare earth metals and alloys for defense-grade magnets.

The technology behind SRC’s facility is what separates REalloys from every other company in this space. After deciding not to use Chinese-made equipment, SRC’s engineers designed their own furnaces from scratch.

SRC built an AI system that monitors thousands of data points — running 24/7, producing oxides at higher purity than any conventional process. The AI was trained by deliberately breaking the system, then telling it to fix itself. When the engineers ran out of ways to challenge it, they programmed it to think of problems they hadn’t imagined — and solve those too. It then ran autonomously for months.

This reflects a differentiated approach to rare earth processing. The facility is zero-liquid-discharge — no wastewater, no chemical runoff — and even extracts uranium and thorium from tailings for resale.

REalloys (NASDAQ:ALOY) has locked up 80% of SRC’s production under an exclusive offtake agreement.

Phase 1 begins early 2027: engineered to produce roughly 525 tonnes per year of NdPr metal, plus 30 tonnes of dysprosium oxide and 15 tonnes of terbium oxide.

Phase 2 scales dramatically — planned for 3,000 tonnes of NdPr metal, 200 tonnes of dysprosium metal, 45 tonnes of terbium metal and 18,000 tonnes of finished magnets annually.

To support that expansion, the Company has committed approximately $20.6 million to targeted upgrades at the facility.ix

At full scale, REalloys and SRC are currently expected to be the largest producer of heavy rare earth metals outside China.

Then, there’s the U.S. Army agreement. If it moves forward, REalloys could develop a new heavy rare earth processing facility at Tooele Army Depot in Utah, further expanding its domestic footprint.

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.

The financing matches the board. The U.S. Export-Import Bank has issued an up to $200 million Letter of Intent to support REalloys’ supply chain buildout. Japan’s JOGMEC signed an MOU to develop, qualify, and supply high-performance rare earth materials and magnets. And in June, REalloys closed a $100 million private placement, providing the capital needed to execute its ambitious growth plans.x  

That same month, the company was also formally added to the Russell 3000® Index — a milestone that increases its visibility among institutional investors.xi

The Euclid facility is not a plan. It is operational and has supported multiple government-funded programs related to rare earth metals and magnet materials.

It is already performing under U.S. Department of Defense contracts.

That includes completed and ongoing work for the DoD and DOE — developing sintered magnets, rare earth metals alloys for defense applications. This is not a pre-revenue slideware company. The rare earth materials are being made. The Pentagon is already working with them. And with the DFARS deadline approaching…

The implication seems clear: more contracts could be coming.

165 Days and Counting…

The clock is ticking. Most investors haven’t heard the alarm.

165 days. That’s all that remains before DFARS procurement rules ban Chinese-origin rare earth materials from U.S. defense systems on January 1, 2027. Every defense prime in America needs a compliant alloy supply chain, especially for heavy rare earth materials. And there is a domestic supplier geared to deliver, REalloys.

But the catalysts are stacking up. The $200 million EXIM LOI positions REalloys to accelerate Phase 2. The exclusive 80% offtake from SRC locks in near-term production revenue. The JOGMEC partnership opens Japanese technology transfer and resources. And exclusive negotiations with the U.S. Army could put its next facility inside an active military base.

And every day that passes without a credible competitor narrows the field further.

A competitor starting today would need to simultaneously secure non-Chinese heavy rare earth feedstock. Build oxide-to-metal processing, a critical supply chain step concentrated in China. Achieve defense qualification, which takes years, not months. Industry participants estimate 3 to 7 years minimum.

The deadline is 165 days away.

ihttps://www.morganstanley.com/what-we-do/research?
iihttps://www.benchmarkminerals.com
iiihttps://www.nytimes.com/2025/04/23/business/elon-musk-tesla-robots.html
ivhttps://www.apple.com/newsroom/2025/07/apple-expands-us-supply-chain-with-500-million-usd-commitment/
vhttps://www.reuters.com/technology/nvidia-resume-h20-gpu-sales-china-2025-07-15/
vihttps://www.dailymetalprice.com/metalpricecharts.php?c=nd&u=kg&d=0&x=USD
viihttps://theoregongroup.com/commodities/rare-earths/dysprosium-from-353-to-780-kg-in-8-months-guest-post-by-louis-o-connor/
viiihttps://bu https://businessanalytiq.com/procurementanalytics/index/terbium-oxide-price-index/
1 https://www.gartner.com/en/newsroom/press-releases/2025-09-17-gartner-says-worldwide-ai-spending-will-total-1-point-5-trillion-in-2025?utm_source=chatgpt.com
2 https://www.fortunebusinessinsights.com/industry-reports/electric-vehicle-market-101678
3 https://www.businessresearchinsights.com/market-reports/defence-market-109136

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