Critical Metals Signs Long-Term Rare Earth Supply Agreement with REalloys
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 21 2026
0mins
Source: stocktwits
- Long-Term Supply Agreement: Critical Metals has signed a binding 15-year offtake agreement with REalloys, which will purchase 15% of the annual rare earth concentrate output from the Tanbreez Project, providing priority access to higher concentrations of dysprosium and terbium, indicating strong demand in the rare earth market.
- Positive Stock Reaction: Following the announcement of the agreement, shares of Critical Metals surged over 8% in Thursday's pre-market trading, while REalloys shares rose nearly 6%, reflecting market optimism and confidence in the deal's potential impact.
- Increased Project Significance: The Tanbreez Project is recognized as one of the world's leading heavy rare earth and critical minerals deposits, containing substantial amounts of dysprosium, terbium, and yttrium, which are crucial for applications in defense, electric vehicles, and advanced manufacturing, thereby solidifying Critical Metals' market position.
- Increased Shareholder Equity: Critical Metals also announced plans to acquire European Lithium, which will increase its stake in the Tanbreez Project from 92.5% to 100% upon completion, enhancing its control and strategic positioning in the rare earth market.
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Analyst Views on CRML
About CRML
Critical Metals Corp. is a mining development company focused on critical metals and minerals, and producing strategic products essential to electrification. The Company’s project includes Tanbreez Project and Wolfsberg Lithium Project. The Tanbreez Rare Earth Project is a massive, rare-earth deposit rich in heavy rare earth elements (HREEs), and rare metal oxides like tantalum, niobium, zirconium, hafnium and gallium which are important for high-tech and military applications. It is located in Southern Greenland. The Wolfsberg Lithium Project is located in Carinthia, 270-kilometer (km) south of Vienna, Austria. The Wolfsberg Lithium Project is the permitted mine in Europe and located with access to established road and rail infrastructure. With its strategic asset portfolio, the Company supplies critical minerals essential for defense applications, the clean energy transition, and technologies.
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.
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