ライブニュース • May 05
REalloys Seeks Full US Rare Earth Supply Chain as Security Concerns Rise REalloys is working to rebuild a fully domestic U.S. supply chain for rare earth metals and permanent magnet alloys.
The company’s efforts are aimed at reducing reliance on Chinese-controlled supply routes that have been exposed by disruptions at the Strait of Hormuz.
Demand from Pentagon contractors for U.S.-sourced rare earth materials is a key driver behind this domestic supply push.
For you as an investor, the key point is that REalloys is positioning itself around supply security rather than just competing on cost. Rare earth alloys are critical inputs for defense applications and electric vehicles, and the current supply chain is heavily concentrated in China. Recent disruptions affecting the Strait of Hormuz have highlighted how sensitive this setup can be to geopolitical events and shipping risks.
REalloys’ plan to localize the full chain, from rare earth metals to finished magnet alloys, aligns with U.S. defense priorities around domestic sourcing. That focus could matter when you think about the company’s potential contract pipeline, capital needs and execution risk, since rebuilding an entire supply chain typically involves significant investment, regulatory engagement and long project timelines. お知らせ • Mar 30
REalloys Inc. Appoints Joe Kasper as Chair of Advisory Board REalloys Inc. announced the appointment of Joe Kasper as Chair of its Advisory Board. Mr. Kasper most recently served as Chief of Staff to the U.S. Secretary of Defense and in the Office of the Secretary of Defense as a Special Government Employee where he led efforts to address critical material supply chain vulnerabilities across U.S. defense and national security strategic imperatives. Mr. Kasper brings more than twenty years of senior federal service spanning the U.S. House of Representatives, the Department of Homeland Security, and the Department of Defense. Appointed by President Donald J. Trump as Chief of Staff to Secretary of Defense Pete Hegseth, Mr. Kasper served as the principal advisor and operational leader of the Office of the Secretary of Defense. Prior to that role, he served in multiple senior positions at the Department of Defense during the first Trump administration, directly supporting the Secretaries of Defense, Navy, and Air Force, and subsequently served at the Department of Homeland Security as Deputy Assistant Secretary for U.S. Senate Affairs and as Senior Advisor for Strategy, Policy, and Plans. Before his executive branch service, Mr. Kasper spent over a decade on Capitol Hill as a Chief of Staff with a central focus on national defense. A U.S. Air Force veteran, Mr. Kasper is a Principal at Ervin Graves Strategy Group and until recently served at the Pentagon as a Special Government Employee responsible for critical material supply chains. As Chair of the Advisory Board, Mr. Kasper will work alongside General Keane and Chairman duMont to strengthen REalloys' relationships across the Department of Defense and the Defense Industrial Base, while coordinating with allied feedstock partners globally. Together, they bring deep national security expertise to help REalloys identify strategic assets, navigate government procurement, and secure a sovereign, China-free supply of the heavy rare earth metals critical to modern defense systems. お知らせ • Mar 16
Realloys Inc Demonstrates New Innovation for Producing Rare Earth Metals Without Hazardous Hydrofluoric Acid REalloys Inc, a U.S.-based mine-to-magnet company and developer of advanced rare earth processing technologies, 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. To validate the performance of the HF-free process, REalloys conducted independent laboratory testing of the resulting rare earth fluoride material. Independent laboratory analysis confirmed the production of fluoride with a final oxygen content of just 0.34 wt%, attributed primarily to surface-absorbed water, a level consistent with rare earth fluoride feedstock used in industrial rare earth metal production. Metallization-grade rare earth fluoride feedstocks typically require oxygen levels below 1 wt%. 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. 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. In addition to improving safety, the Company believes that the HF-free process has the potential to reduce operating costs, simplify plant infrastructure, lower environmental and regulatory burdens associated with hydrofluoric acid handling, and support more resilient rare earth processing supply chains. REalloys has filed patent applications covering aspects of the HF-free fluorination chemistry and process design used to produce metallization-grade rare earth fluorides, forming part of the company’s broader portfolio of rare earth metallization technologies. Rare earth fluorides are a critical intermediate used in the production of rare earth metals, including dysprosium, terbium, and neodymium, that are essential for high-performance permanent magnets used in F-35 fighter aircraft, missile systems, radar platforms, aerospace systems, electric vehicles, robotics, and advanced computing infrastructure. China currently dominates key midstream rare earth processing steps, including fluorination and metallization required to produce heavy rare earth metals used in high-performance magnets for missile guidance, radar systems, and other defense technologies. By eliminating the need for hydrofluoric acid in this critical step, REalloys’ HF-free fluorination process could help enable scalable rare earth metal production in North America and strengthen domestic supply chains for critical defense materials.