Mar 24, 2026, 8:00 PM CDT
...
For the first time in a generation, the U.S. is moving to reconstruct a rare-earth infrastructure that was largely surrendered to overseas competitors decades ago. This effort unfolds under intense pressure as the Center for Strategic and International Studies (CSIS) identifies metallization as the "weakest and hardest-to-restore" link in the non-Chinese supply chain—an experience-based bottleneck that resists shortcuts. REalloys is closing this gap through its Euclid, Ohio facility, which bypasses offshore refining to align with the January 1, 2027, U.S. procurement ban on Chinese-origin materials. To ensure a "zero-China nexus," the company has secured a global feedstock pipeline through offtake deals with AltynGroup in Kazakhstan and St George Mining in Brazil, alongside a 10-year LOI for 15% of Greenland’s Tanbreez production. The strategic importance of this operational footprint was cemented by the appointment of Retired U.S. Army General Jack Keane to the board, signaling that REalloys is no longer a mere startup, but a critical infrastructure asset securing the industrial foundation of the free world.
...
https://oilprice.com/Energy/Energy-General/...-Depleting-Arsenal.html |
