공시 • Jun 12
Realloys Inc. and Saskatchewan Research Council Initiate Qualification Effort for Defense-Grade Heavy Rare Earth Materials to Meet Dfars 252.225-7052 REalloys Inc. announced that the Saskatchewan Research Council is expected to supply high-purity heavy rare earth materials to REalloys Inc. for qualification in the fourth quarter of 2026. Saskatchewan Research Council will produce magnet-grade Dysprosium and Terbium oxides along with Neodymium-Praseodymium oxide for REalloys Inc., which are anticipated to be available for qualification and are expected to support REalloys Inc.'s downstream metallization and permanent magnet manufacturing strategy centered on its Euclid, Ohio facility. The anticipated fourth quarter 2026 materials are intended to support customer qualification activities, supply chain validation, and commercial engagement efforts ahead of REalloys Inc.'s planned commercial production ramp and the January 1, 2027, DFARS compliance deadline. REalloys Inc. has secured exclusive offtake for 80% of the commercial output from Saskatchewan Research Council's heavy rare earth separation and metallization facility, providing a unique North American source of Dysprosium, Terbium, and Neodymium-Praseodymium materials for downstream magnet manufacturing. This Saskatchewan Research Council facility’s initial commercial production remains on track for early 2027. Additionally, REalloys Inc. is continuing development efforts toward a wholly owned heavy rare earth metallization facility with support from Saskatchewan Research Council, which is expected to be one of the only commercial-scale North American sources of Dysprosium and Terbium metals, critical inputs for high-performance permanent magnets used in defense and advanced industrial applications. 속보 • Jun 06
REalloys Moves to Secure Rare Earth Supply With Patriot Agreement Covering 30% Output REalloys signed a non-binding Letter of Intent with Patriot Exploration & Mining, giving it a framework for priority access to up to about 30% of Patriot's rare earth production.
Patriot controls access to 2 billion metric tons of above-ground rare earth element-bearing material across more than 150 tested sites in the Appalachian Basin.
The agreement is intended to support REalloys' plan to build a diversified, allied feedstock network for defense-grade rare earth materials in North America.
This LOI signals that REalloys is working to secure long-term supply in a segment where access to reliable rare earth materials can be a key operational constraint.
Since the LOI is non-binding, investors may want to monitor whether the parties move to a definitive agreement and how commercial terms, volumes and timelines are ultimately defined. 공시 • May 17
REalloys Inc. announced delayed 10-Q filing On 05/15/2026, REalloys Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC. 공시 • 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. 공시 • 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. 
