Critical Metals Corp Signs Long-Term Offtake Agreement with REalloys
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 21 2026
0mins
Source: Globenewswire
- Long-Term Offtake Agreement: Critical Metals Corp has signed a 15-year binding offtake agreement with REalloys, ensuring the purchase of 15% of annual rare earth concentrate production, with priority rights on critical heavy rare earth elements, thereby solidifying the market position of the Tanbreez project.
- Government Support Enhances Control: The Greenland government has approved Critical Metals' increase of ownership in the Tanbreez project to 92.5%, which not only strengthens the company's operational control but also paves the way for the project's long-term commercial potential.
- Strategic Importance Elevated: This agreement marks a pivotal moment for Critical Metals in the global rare earth supply chain, especially as U.S. defense procurement restrictions take effect in 2027, ensuring a supply of non-Chinese sourced rare earth materials to meet growing market demands.
- Accelerating Production Timeline: Through collaboration with REalloys, Critical Metals will optimize metallurgical processes and establish efficient logistics pathways, which is expected to accelerate the production timeline of the Tanbreez project, further driving value creation within the Western rare earth supply chain.
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About ALOY
REalloys Inc., formerly Blackboxstocks Inc., is engaged in advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. Its upstream foundation includes its Hoidas Lake rare-earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with the Saskatchewan Research Council, it is building a platform to scale North American midstream separation, refining, and metallization capabilities, creating a coordinated system that processes and converts rare-earth materials from allied and domestic sources into high-purity products. Those refined materials feed directly into the Company’s downstream manufacturing operations in Euclid, Ohio, where it produces advanced alloys and magnet components for defense, clean-energy, and high-performance industrial applications. Its Ohio facility serves federal logistics and procurement agencies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Greenland Mines Advances Skaergaard Project Amid Rising Palladium Prices
- Project Advancement: Greenland Mines Ltd. is transitioning its flagship Skaergaard PGM-Gold-Critical Metals Project from technical study to active execution in 2026, which is expected to significantly enhance the company's position in the critical minerals supply chain.
- Resource Assessment: The Skaergaard Project's NI 43-101 mineral resource indicates 25.4 million ounces of palladium-equivalent and 23.5 million ounces of gold-equivalent, with an undiscounted in-situ metal value of approximately $68 billion at 2026 metal prices, highlighting the project's substantial economic potential.
- Technical Collaboration: Greenland Mines has engaged GTK Mintec under a framework agreement to conduct integrated mineralogical, metallurgical, and pilot-scale processing programs, aimed at optimizing resource development processes and enhancing the project's technical feasibility, thereby increasing market competitiveness.
- Market Outlook: With Western nations prioritizing critical mineral supply chains, Greenland Mines' Skaergaard Project is viewed as a credible alternative to reduce dependence on Russian and South African platinum, which is expected to attract increased investor interest.
See More
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- Project Advancement: Greenland Mines is transitioning its flagship Skaergaard PGM-Gold-Critical Metals Project from technical study to active execution in 2026, which is expected to significantly enhance the company's position in the critical minerals supply chain.
- Resource Estimation: The NI 43-101 mineral resource for the Skaergaard Project indicates 25.4 million ounces of palladium-equivalent and 23.5 million ounces of gold-equivalent, with an undiscounted in-situ metal value of approximately $68 billion at 2026 metal prices, showcasing the project's substantial economic potential.
- Technical Collaboration: Greenland Mines has engaged GTK Mintec under a framework agreement to conduct integrated mineralogical and metallurgical processing programs, aimed at improving resource development efficiency and optimizing production processes, thereby enhancing the project's market competitiveness.
- Market Positioning: The company's strategic positioning within the North Atlantic critical minerals corridor, combined with over $100 million in historical investment and an upcoming 2026 field campaign, underscores its commitment to becoming a reliable alternative supplier of platinum and critical metals in the West.
See More
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- Supply Chain Integration: The MOU outlines that Ramaco will supply REalloys with Mixed Rare Earth Carbonate (MREC) from its Wyoming project, where REalloys will perform separation at its Saskatchewan Research Council facility, highlighting Ramaco's critical role in rare earth resource development.
- Support for Alloy Production: Ramaco will also provide separated scandium oxide to REalloys' facility in Euclid, Ohio, for alloy metallization, which not only enhances resource utilization efficiency but may also strengthen both companies' competitive positions in the market.
- Future Development Potential: While Ramaco's Brook Mine project is still in the exploration stage with no assurance of commercial development, its success could provide the company with a long-term rare earth supply capability, aligning with the growing global demand for rare earth elements.
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- Production Capacity Planning: The MoU establishes that REalloys may secure supply rights for up to 20% of Ramaco's future mixed rare earth carbonate and critical materials production, with phase 1 operations expected to commence in late 2026 or early 2027, targeting an annual output of 525 tons of NdPr metal, 25 tons of Dy metal, and 12 tons of Tb metal.
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See More
Mining Companies Rush for U.S. Listings to Meet Defense Demand
- Surge in Listings: At least 18 mining companies have completed or are pursuing dual U.S. listings this year, a significant increase from just three in 2025, indicating a strong demand for capital markets, particularly for defense-related critical minerals.
- Defense Demand Focus: These firms are targeting strategic minerals like antimony, rare earths, tungsten, and uranium to meet the U.S. military's annual demand of 2,000 to 3,000 metric tons of tungsten, reflecting a shift in market positioning towards defense applications.
- Government Funding Support: For instance, Guardian Metal Resources has secured $6.2 million from the Pentagon and is applying for an additional $100 million, highlighting the government's commitment to rebuilding critical mineral supply chains.
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See More
Critical Metals Signs 15-Year Offtake Agreement with REalloys
- Long-Term Offtake Agreement: Critical Metals has signed a 15-year binding offtake agreement with REalloys, which will purchase 15% of the annual rare earth concentrate production from the Tanbreez project, securing a long-term sales channel and enhancing the company's market position.
- Rare Earth Resource Advantage: The Tanbreez project is recognized as one of the world's largest known heavy rare earth deposits, and this agreement not only solidifies Critical Metals' leadership in the rare earth market but also lays the groundwork for future production expansion.
- Positive Stock Reaction: Following the announcement of the agreement, Critical Metals' shares rose by 8% in premarket trading, reflecting the market's positive perception of the deal and potentially attracting more investor interest in the company.
- Strategic Collaboration Prospects: The partnership with REalloys not only provides Critical Metals with a stable revenue source but may also foster technological and market collaboration between the two companies in the rare earth sector, further enhancing the company's competitiveness.
See More
Greenland Mines Advances Skaergaard Project Amid Rising Palladium Prices
- Project Advancement: Greenland Mines Ltd. is transitioning its flagship Skaergaard PGM-Gold-Critical Metals Project from technical study to active execution in 2026, which is expected to significantly enhance the company's position in the critical minerals supply chain.
- Resource Assessment: The Skaergaard Project's NI 43-101 mineral resource indicates 25.4 million ounces of palladium-equivalent and 23.5 million ounces of gold-equivalent, with an undiscounted in-situ metal value of approximately $68 billion at 2026 metal prices, highlighting the project's substantial economic potential.
- Technical Collaboration: Greenland Mines has engaged GTK Mintec under a framework agreement to conduct integrated mineralogical, metallurgical, and pilot-scale processing programs, aimed at optimizing resource development processes and enhancing the project's technical feasibility, thereby increasing market competitiveness.
- Market Outlook: With Western nations prioritizing critical mineral supply chains, Greenland Mines' Skaergaard Project is viewed as a credible alternative to reduce dependence on Russian and South African platinum, which is expected to attract increased investor interest.
See More
Greenland Mines Advances Skaergaard Project Amid Rising Palladium Prices
- Project Advancement: Greenland Mines is transitioning its flagship Skaergaard PGM-Gold-Critical Metals Project from technical study to active execution in 2026, which is expected to significantly enhance the company's position in the critical minerals supply chain.
- Resource Estimation: The NI 43-101 mineral resource for the Skaergaard Project indicates 25.4 million ounces of palladium-equivalent and 23.5 million ounces of gold-equivalent, with an undiscounted in-situ metal value of approximately $68 billion at 2026 metal prices, showcasing the project's substantial economic potential.
- Technical Collaboration: Greenland Mines has engaged GTK Mintec under a framework agreement to conduct integrated mineralogical and metallurgical processing programs, aimed at improving resource development efficiency and optimizing production processes, thereby enhancing the project's market competitiveness.
- Market Positioning: The company's strategic positioning within the North Atlantic critical minerals corridor, combined with over $100 million in historical investment and an upcoming 2026 field campaign, underscores its commitment to becoming a reliable alternative supplier of platinum and critical metals in the West.
See More
Ramaco Partners with REalloys to Strengthen Rare Earth Supply Chain
- Strategic Partnership Agreement: Ramaco Resources has signed a non-binding memorandum of understanding with REalloys to enhance the resilience of America's domestic rare earth and permanent magnet supply chain through due diligence and finalizing an offtake agreement, indicating the company's strategic positioning in the rare earth market.
- Supply Chain Integration: The MOU outlines that Ramaco will supply REalloys with Mixed Rare Earth Carbonate (MREC) from its Wyoming project, where REalloys will perform separation at its Saskatchewan Research Council facility, highlighting Ramaco's critical role in rare earth resource development.
- Support for Alloy Production: Ramaco will also provide separated scandium oxide to REalloys' facility in Euclid, Ohio, for alloy metallization, which not only enhances resource utilization efficiency but may also strengthen both companies' competitive positions in the market.
- Future Development Potential: While Ramaco's Brook Mine project is still in the exploration stage with no assurance of commercial development, its success could provide the company with a long-term rare earth supply capability, aligning with the growing global demand for rare earth elements.
See More
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- MoU Signing: REalloys (ALOY) has signed a memorandum of understanding with Ramaco Resources (METC) to evaluate a long-term partnership for the supply and commercialization of rare earth and critical mineral products from the Brook Mine in Wyoming, which is expected to enhance both companies' competitiveness in the rare earth market.
- Production Capacity Planning: The MoU establishes that REalloys may secure supply rights for up to 20% of Ramaco's future mixed rare earth carbonate and critical materials production, with phase 1 operations expected to commence in late 2026 or early 2027, targeting an annual output of 525 tons of NdPr metal, 25 tons of Dy metal, and 12 tons of Tb metal.
- Future Expansion Potential: Phase 2 aims to produce approximately 3,000 tons of NdPr metal, 200 tons of Dy metal, and 45 tons of Tb metal annually, positioning REalloys among North America's largest integrated rare earth metal production platforms if successful, significantly enhancing its market position.
- Technical Collaboration Outlook: The collaboration will involve metallurgical testing, product qualification, and commercial evaluation to ensure that rare earth products produced from the Brook Mine meet market demands, further strengthening REalloys' technical capabilities and competitive edge in the rare earth industry.
See More
Mining Companies Rush for U.S. Listings to Meet Defense Demand
- Surge in Listings: At least 18 mining companies have completed or are pursuing dual U.S. listings this year, a significant increase from just three in 2025, indicating a strong demand for capital markets, particularly for defense-related critical minerals.
- Defense Demand Focus: These firms are targeting strategic minerals like antimony, rare earths, tungsten, and uranium to meet the U.S. military's annual demand of 2,000 to 3,000 metric tons of tungsten, reflecting a shift in market positioning towards defense applications.
- Government Funding Support: For instance, Guardian Metal Resources has secured $6.2 million from the Pentagon and is applying for an additional $100 million, highlighting the government's commitment to rebuilding critical mineral supply chains.
- Private Capital Response: JPMorgan has indicated it could invest up to $10 billion in sectors tied to national economic security, showcasing private capital's positive outlook on defense-driven mining investments, although market speculation remains a concern.
See More
Critical Metals Signs 15-Year Offtake Agreement with REalloys
- Long-Term Offtake Agreement: Critical Metals has signed a 15-year binding offtake agreement with REalloys, which will purchase 15% of the annual rare earth concentrate production from the Tanbreez project, securing a long-term sales channel and enhancing the company's market position.
- Rare Earth Resource Advantage: The Tanbreez project is recognized as one of the world's largest known heavy rare earth deposits, and this agreement not only solidifies Critical Metals' leadership in the rare earth market but also lays the groundwork for future production expansion.
- Positive Stock Reaction: Following the announcement of the agreement, Critical Metals' shares rose by 8% in premarket trading, reflecting the market's positive perception of the deal and potentially attracting more investor interest in the company.
- Strategic Collaboration Prospects: The partnership with REalloys not only provides Critical Metals with a stable revenue source but may also foster technological and market collaboration between the two companies in the rare earth sector, further enhancing the company's competitiveness.
See More
