ALOY
Live News • May 28
REalloys Advances Rare Earth Supply Chain With US$20.6 Million SRC Facility Investment REalloys committed about US$20.6 million to targeted upgrades at the Saskatchewan Research Council’s rare earth processing facility to support expanded throughput.
The company secured long-term supply rights to commercial-scale NdPr metals as well as Dy and Tb oxides from SRC’s facility.
Initial commercial production from SRC’s Rare Earth Processing Facility is described as on track for early 2027, with staged commissioning already underway.
These developments point to REalloys moving closer to an integrated heavy rare earth supply chain, with both processing capacity access and long-term product offtake defined in advance of the 2027 statutory deadline.
Investors may want to focus on execution risk around the facility upgrades and commissioning timeline, as well as any future disclosures on how the US$20.6 million commitment is funded and its impact on the company’s balance sheet. Announcement • 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. Announcement • 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. 
