REalloys has announced a strategic agreement with permanent magnet manufacturer JS Link to establish one of the first fully integrated rare earth magnet production platforms in North America. The partnership aims to consolidate feedstock sourcing, rare earth separation, metallization, and finished magnet manufacturing within a single North American industrial ecosystem.
Permanent magnets are essential components in guided missiles, fighter aircraft, submarines, industrial robots, electric vehicles, AI infrastructure, and wind turbines. China currently dominates global production, providing the country significant leverage over critical defense and industrial sectors. The development of domestic North American production capacity addresses concerns about supply chain vulnerability and aligns with U.S. policy objectives to reduce dependence on Chinese rare earth materials.
REalloys was recently selected by the U.S. Army for exclusive negotiations to develop heavy rare earth processing facilities at the Tooele Army Depot in Utah. The company has also invested approximately $20.6 million to expand the Saskatchewan Research Council’s rare earth processing facility, securing preferred access to up to 80 percent of expanded output. Commercial production from Saskatchewan is targeted to begin in early 2027. The company is additionally funding a dedicated heavy rare earth metallization facility expected to become the largest operation of its kind outside China, with qualification-scale materials anticipated in the fourth quarter of 2026.
REalloys has secured feedstock supply through multiple channels, including a long-term offtake agreement for 15 percent of Phase 1 production from Critical Metals’ Tanbreez project in Greenland, a strategic alliance tied to the Sheep Creek rare earth deposit in Montana, and a proposed supply framework with Ramaco Resources for coal-hosted rare earth material from Wyoming. These developments position the company to meet the Pentagon’s January 1, 2027, deadline for eliminating Chinese-origin rare earth magnets from military supply chains. The initiative reflects broader efforts to reconstruct North American rare earth production capabilities that China spent decades developing.
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