REalloys Partners with Saskatchewan Research Council for Rare Earth Supply
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Source: Newsfilter
- High-Purity Rare Earth Supply: REalloys has secured an agreement with the Saskatchewan Research Council to receive high-purity Dysprosium and Terbium oxides by Q4 2026, which will support customer qualification and supply chain validation ahead of the DFARS compliance deadline on January 1, 2027.
- Compliance Strategy: Under DFARS 252.225-7052, rare earth materials from China will be non-compliant for U.S. defense procurements starting in 2027, creating a significant demand for compliant Western sources, positioning REalloys' materials as critical supply options.
- Exclusive Offtake Agreement: REalloys has secured 80% of the commercial output from SRC's heavy rare earth separation and metallization facility, providing a unique supply chain advantage for North American rare earth materials, with SRC's facility expected to commence commercial production in early 2027.
- Long-Term Commercial Potential: Successful qualification of these materials is anticipated to pave the way for long-term commercial supply agreements with defense, aerospace, and industrial sectors, further solidifying REalloys' leadership in the North American heavy rare earth market.
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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.
REalloys Partners with Saskatchewan Research Council for Rare Earth Supply
- High-Purity Rare Earth Supply: REalloys has secured an agreement with the Saskatchewan Research Council to receive high-purity Dysprosium and Terbium oxides by Q4 2026, which will support customer qualification and supply chain validation ahead of the DFARS compliance deadline on January 1, 2027.
- Compliance Strategy: Under DFARS 252.225-7052, rare earth materials from China will be non-compliant for U.S. defense procurements starting in 2027, creating a significant demand for compliant Western sources, positioning REalloys' materials as critical supply options.
- Exclusive Offtake Agreement: REalloys has secured 80% of the commercial output from SRC's heavy rare earth separation and metallization facility, providing a unique supply chain advantage for North American rare earth materials, with SRC's facility expected to commence commercial production in early 2027.
- Long-Term Commercial Potential: Successful qualification of these materials is anticipated to pave the way for long-term commercial supply agreements with defense, aerospace, and industrial sectors, further solidifying REalloys' leadership in the North American heavy rare earth market.
See More
REalloys Stock Jumps 22.7% After Inclusion in Russell 3000 Index
- Significant Stock Surge: REalloys (ALOY) saw a 22.7% increase in Monday's trading after being added to the Russell 3000 Index as part of the 2026 reconstitution, reflecting strong market confidence in its future performance.
- Index Reconstitution Context: The Russell U.S. Index reconstitution captures up to 4,000 largest U.S. stocks as of April 30, ranked by market capitalization, and is widely utilized by investment managers and institutional investors for index funds and as benchmarks for active investment strategies.
- Analyst Rating Upgrade: Needham initiated coverage on REalloys (ALOY) with a Buy rating and a $19 price target, indicating confidence in the company's management team's execution capabilities and positioning in the market dynamics of decoupling rare earth magnet supply chains from China.
- Strategic Partnerships and Growth: REalloys is in the early stages of building a fully integrated rare earth supply chain, focusing on leveraging existing assets through its strategic partnership with Saskatchewan Research Council and the acquisition of PMT Critical Metals, with expectations of business focus and expansion ramping up by 2027.
See More
REalloys Joins Russell 3000 Index, Boosting Market Position
- Index Inclusion Impact: REalloys announced its effective inclusion in the Russell 3000 Index on June 29, 2026, which will automatically place it in either the large-cap Russell 1000 or small-cap Russell 2000, significantly enhancing the company's visibility and attractiveness in the market.
- Stock Surge: Following the announcement of its Russell 3000 membership, REalloys' shares soared over 22% on Monday, reflecting strong market confidence in its future growth potential, particularly in the strategic rare earth supply chain sector.
- Strategic Partnership Agreement: REalloys signed a non-binding memorandum of understanding with Ramaco Resources to evaluate a long-term partnership for supplying rare earth and critical mineral products from Ramaco's Brook Mine in Wyoming, potentially securing supply rights for up to 20% of future production.
- Analyst Rating: Needham initiated coverage on REalloys with a 'Buy' rating and a $19 price target, asserting that the company is building a fully integrated mine-to-magnet supply chain outside of China, despite the transition being in its early stages, positioning it well in the market.
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
REalloys Partners with Saskatchewan Research Council for Rare Earth Supply
- High-Purity Rare Earth Supply: REalloys has secured an agreement with the Saskatchewan Research Council to receive high-purity Dysprosium and Terbium oxides by Q4 2026, which will support customer qualification and supply chain validation ahead of the DFARS compliance deadline on January 1, 2027.
- Compliance Strategy: Under DFARS 252.225-7052, rare earth materials from China will be non-compliant for U.S. defense procurements starting in 2027, creating a significant demand for compliant Western sources, positioning REalloys' materials as critical supply options.
- Exclusive Offtake Agreement: REalloys has secured 80% of the commercial output from SRC's heavy rare earth separation and metallization facility, providing a unique supply chain advantage for North American rare earth materials, with SRC's facility expected to commence commercial production in early 2027.
- Long-Term Commercial Potential: Successful qualification of these materials is anticipated to pave the way for long-term commercial supply agreements with defense, aerospace, and industrial sectors, further solidifying REalloys' leadership in the North American heavy rare earth market.
See More
REalloys Stock Jumps 22.7% After Inclusion in Russell 3000 Index
- Significant Stock Surge: REalloys (ALOY) saw a 22.7% increase in Monday's trading after being added to the Russell 3000 Index as part of the 2026 reconstitution, reflecting strong market confidence in its future performance.
- Index Reconstitution Context: The Russell U.S. Index reconstitution captures up to 4,000 largest U.S. stocks as of April 30, ranked by market capitalization, and is widely utilized by investment managers and institutional investors for index funds and as benchmarks for active investment strategies.
- Analyst Rating Upgrade: Needham initiated coverage on REalloys (ALOY) with a Buy rating and a $19 price target, indicating confidence in the company's management team's execution capabilities and positioning in the market dynamics of decoupling rare earth magnet supply chains from China.
- Strategic Partnerships and Growth: REalloys is in the early stages of building a fully integrated rare earth supply chain, focusing on leveraging existing assets through its strategic partnership with Saskatchewan Research Council and the acquisition of PMT Critical Metals, with expectations of business focus and expansion ramping up by 2027.
See More
REalloys Joins Russell 3000 Index, Boosting Market Position
- Index Inclusion Impact: REalloys announced its effective inclusion in the Russell 3000 Index on June 29, 2026, which will automatically place it in either the large-cap Russell 1000 or small-cap Russell 2000, significantly enhancing the company's visibility and attractiveness in the market.
- Stock Surge: Following the announcement of its Russell 3000 membership, REalloys' shares soared over 22% on Monday, reflecting strong market confidence in its future growth potential, particularly in the strategic rare earth supply chain sector.
- Strategic Partnership Agreement: REalloys signed a non-binding memorandum of understanding with Ramaco Resources to evaluate a long-term partnership for supplying rare earth and critical mineral products from Ramaco's Brook Mine in Wyoming, potentially securing supply rights for up to 20% of future production.
- Analyst Rating: Needham initiated coverage on REalloys with a 'Buy' rating and a $19 price target, asserting that the company is building a fully integrated mine-to-magnet supply chain outside of China, despite the transition being in its early stages, positioning it well in the market.
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
