REalloys (ALOY) Secures 15-Year Greenland Rare Earth Supply Deal Ahead Of Pentagon’s 2027 Chinese Materials Ban

The Global Electronics Association reported April 2026 North American PCB data: the book-to-bill ratio was 1.24, and shipments rose 5.8% year over year. Separately, the article says Compal Electronics’ Czeladź investment remains frozen with no production start or official updates. It also notes REalloys’ $20.6 million investment to secure exclusive preferred rights to rare earth processing systems ahead of a 2027 Pentagon ban.

REalloys (ALOY) says it is expanding Western heavy rare earth supply ahead of a Pentagon January 2027 deadline for non-Chinese heavy rare earth magnets. The company will invest $20.6 million in Saskatchewan Research Council’s Saskatoon facility, targeting annual output of ~525 tonnes NdPr, 30 tonnes dysprosium and 15 tonnes terbium, and securing rights to up to 80% of expanded capacity. It also signed a 15-year offtake for 15% of Phase 1 Tanbreez production in Greenland with Critical Metals.

REalloys (NASDAQ: ALOY) is expanding a Western rare-earth supply chain linking SRC’s processing with REalloys’ downstream metallization in Euclid, Ohio. REalloys says it committed about $20.6M to upgrade SRC, targeting annual outputs of ~525 tonnes NdPr, 30 tonnes dysprosium, and 15 tonnes terbium, plus exclusive rights to up to 80% of expanded commercial output. It also signed a 15-year offtake with Critical Metals for 15% of Phase 1 Tanbreez (Greenland) production, including priority rights fo

REalloys (NASDAQ: ALOY) says it is securing rare-earth processing capacity ahead of a Pentagon deadline to source non-Chinese heavy rare earth magnets by January 2027. The company will invest $20.6 million in Saskatchewan Research Council’s Saskatoon facility for exclusive preferred rights to up to 80% of expanded output, targeting ~525 tonnes NdPr, 30 tonnes dysprosium, and 15 tonnes terbium annually. REalloys also signed a 15-year offtake for 15% of Phase 1 Tanbreez production in Greenland.

Critical Metals Corp. (Nasdaq: CRML) said it is advancing its project acceleration plan for the Tanbreez rare earth project in Greenland. The company reported ongoing infrastructure work, including pilot plant headquarters footings and camp facility upgrades near Qaqortoq airport, plus assembly of additional drill rigs for mobilization in coming weeks. It also began surveying for bulk sampling and said new jet arrivals support increased field-season activity.

REalloys (ALOY) said it signed a definitive 15-year offtake agreement with Critical Metals for 15% of Phase 1 output from the Tanbreez heavy rare earth project in southern Greenland, covering dysprosium and terbium used in defense magnets. The company is expanding its Euclid, Ohio, processing to reduce Chinese-origin dependence ahead of a Pentagon ban in 2027.