REalloys Builds North American Rare Earth Supply Chain

REalloys is establishing a vertically integrated rare earth-to-magnet production platform to restore North American midstream capability and reduce foreign dependence.

Operations will span mining and recycled feedstocks through oxide processing, metallization, alloying and magnet manufacturing, with planned production ramp beginning in 2027 and magnet capacity targeted at 10,000 tonnes per year. The company emphasizes full end‑to‑end control to supply defense, electrification and renewable-energy markets.

Technically, REalloys highlights a next‑generation solvent process that delivers higher yield and zero liquid discharge, while eliminating hydrofluoric acid from rare-earth metal production. A strategic partnership with the Saskatchewan Research Council provides uranium and thorium removal capability, addressing regulatory and environmental constraints. Feedstock diversity includes ores, recycled magnets, e‑waste, lamp phosphors and mine drainage or tailings, improving resilience against single-source shortages.

The platform is designed to meet U.S. policy and funding frameworks — including Title III, DPA, DOE loan and tax-credit programs — and has secured memoranda of understanding and financing interest to accelerate scale‑up. If successful, the effort would rebuild a domestic midstream for NdFeB and other magnet types, shorten critical-material supply chains and support secure supply for high‑value technologies.