The Rare Earth Cold War: Positioning for the Next Strategic Supply Chain
Disseminated on behalf of
REalloys Inc.
THE RARE EARTH COLD WAR
POSITIONING FOR THE NEXT STRATEGIC SUPPLY CHAIN
NASDAQ: ALOY
This communication is not an offer to buy or sell securities nor is it to be construed as personal investment advice. Nothing contained in this communication should be relied upon as a promise or representation as to future performance.
THE STRATEGIC METAL WAR HAS ALREADY BEGUN
A quiet geopolitical battle is already reshaping the global economy – it is the battle for control of rare earth supply chains.
These metals power technologies shaping the next generation of the global economy:
- electric vehicles
- artificial intelligence and robotics
- wind turbines and renewable energy infrastructure
- semiconductors and advanced electronics
- military drones and missile systems
Permanent magnets built from rare earth metals sit inside many of these technologies.
Yet over the past three decades, the West allowed the supply chain for these materials to migrate almost entirely to China.
Today China controls roughly1:
~60% of rare earth mining
~90% of rare earth processing
~90%+ of permanent magnet production
These magnets power the motors inside fighter jets, missiles, drones, and electric vehicles.
Without them there are:
- no F-35 fighter jets
- no precision missile systems
- no military drones
- no EV motors
As geopolitical tensions rise and supply chain vulnerabilities become more apparent, governments are prioritizing domestic supply chains for critical minerals.
A small number of companies attempting to rebuild these supply chains could become important participants in the next phase of the global industrial transition.
One of those companies is REalloys Inc (NASDAQ: ALOY)
FORWARD
When geopolitics collide with critical resources, entire industries are reshaped and fortunes are often made.
From oil in the twentieth century to lithium and copper in the energy transition, strategic materials frequently become the foundation of major economic shifts.
Rare earth elements may now be entering that category.
Demand for magnet metals is accelerating as electric vehicles, robotics, and advanced defense technologies expand.
At the same time, Western governments are working urgently to reduce reliance on Chinese supply chains.
Companies capable of supplying these materials from trusted Western jurisdictions could play an important role in the emerging industrial landscape.
INVESTMENT THESIS
REalloys (NASDAQ: ALOY) is developing a North American rare earth supply chain spanning mining, separation, metallization, and magnet production.
The company’s focus is on producing the magnet metals most critical to modern technologies:
- Neodymium (Nd)
- Praseodymium (Pr)
- Dysprosium (Dy)
- Terbium (Tb)
The investment case rests on three pillars:
- Strategic Supply Chain Positioning
Governments across North America and allied nations are prioritizing domestic supply chains for critical minerals used in defense, electrification, and advanced manufacturing. Companies capable of producing rare earth metals outside China could play an increasingly important role.
- Strategic Supply Chain Positioning
- Vertical Integration
REalloys’ platform combines upstream resources, separation partnerships, and downstream metallization capabilities. Few Western companies currently operate across several stages of the rare earth value chain.
- Vertical Integration
- Structural Demand Growth
Rare earth magnets are essential components in electric vehicles, robotics, renewable energy systems, and defense technologies. Demand for magnet rare earths is projected to grow 6 – 8% annually through the next decade.2
- Structural Demand Growth
Together, these forces – geopolitics, supply chain security, and structural demand growth -form the foundation of the REalloys investment thesis.
THE RARE EARTH COLD WAR
Rare earth supply chains are increasingly becoming a geopolitical priority.
China currently dominates rare earth refining and magnet manufacturing, creating supply chain vulnerabilities for Western economies.
Heavy rare earth elements – particularly Dysprosium and Terbium – are critical for high-temperature magnets used in advanced systems including:
- fighter aircraft
- missile guidance systems
- radar technologies
- autonomous drones
Recognizing these risks, the United States and its allies have begun rebuilding domestic supply chains through3:
- Defense Production Act funding
- strategic mineral initiatives
- domestic processing incentives
GLOBAL RARE EARTH DOMINANCE
As discussed earlier, China dominates nearly every stage of the rare earth value chain.
According to the International Energy Agency, China accounts for roughly:
- ~60% of rare earth mining
- ~90% of rare earth processing
- ~90%+ of permanent magnet production
This concentration has become a strategic vulnerability for Western economies.
BUILDING A MINE-TO-MAGNET PLATFORM
REalloys (NASDAQ: ALOY) is attempting to rebuild a complete rare earth supply chain in North America. Its platform already includes three core strategic assets:
Euclid Magnet Facility
The Downstream Anchor
A key component of REalloys’ strategy is the Euclid Magnet Facility in Ohio, acquired through PMT Critical Metals.
The facility has historically produced rare earth metals and magnet materials for U.S. government and defense supply chains.
Metallization – the conversion of rare earth oxides into metal alloys – is one of the most technically complex stages of the supply chain.
These alloys are used to produce NdFeB permanent magnets, which power:
- EV motors
- robotics
- drones
- wind turbines
- missile systems
Why this matters? Metallization capacity outside China remains extremely limited, making facilities like Euclid strategically important for rebuilding Western magnet supply chains.
Hoidas Lake
The Upstream Foundation
REalloys controls the Hoidas Lake Rare Earth Project in Saskatchewan, containing approximately 3.8 million tonnes grading ~2% TREO.
The deposit includes magnet metals such as NdPr and heavy rare earth elements including Dysprosium and Terbium.
Why this matters? These metals are critical for magnets used in high-performance environments such as electric vehicles, aerospace systems, and defense technologies.
Rebuilding the Missing Middle
The most significant gap in Western supply chains lies in rare earth separation and refining.
For decades these capabilities migrated to China.
REalloys is working with the Saskatchewan Research Council (SRC) to help rebuild this stage of the value chain.
Why this matters? Separation and refining remain the largest bottleneck in Western rare earth supply chains.
WHAT COULD SUCCESS LOOK LIKE?
Most rare earth companies operate in one or two stages of the supply chain.
REalloys (NASDAQ: ALOY) is attempting to participate across multiple stages of the rare early value chain, including:
- upstream resources
- separation partnerships
- metallization
- magnet materials
Capturing value across several stages can significantly increase the economic value generated per tonne of rare earth material.
Within the rare earth industry, value typically increases as materials move further downstream:
Successfully participating across multiple stages of the supply chain could allow REalloys to capture significantly greater value than companies focused on a single segment.
VALUATION CONTEXT
Several publicly traded companies focused on rare earth supply chains illustrate how the market currently values different segments of the industry.
WHY ALOY COULD BE UNIQUELY POSITIONED
Participation Across Multiple Supply Chain Stages
The company is building capabilities spanning mining, processing partnerships, and metallization.
Exposure to Heavy Rare Earth Elements
Dysprosium and Terbium are among the most supply-constrained rare earth elements.
Strategic Western Jurisdictions
Assets in Canada and the United States align with government efforts to build secure supply chains.
Key Catalysts Ahead
- ramp-up of the Euclid metallization facility
- progress within the SRC processing partnership
- development milestones at Hoidas Lake
- potential government funding programs
- potential strategic partnerships with defense or industrial manufacturers
- supply agreements with industrial or defense customers
Risks
- development timelines
- capital requirements
- permitting and regulatory approvals
- rare earth price volatility
- competition from established producers
THE RACE TO REBUILD RARE EARTH SUPPLY CHAINS
Rare earth elements are rapidly becoming one of the most strategically important resource categories in the global economy.
From electric vehicles and renewable energy systems to robotics, artificial intelligence hardware, and advanced defense technologies, many of the technologies shaping the next decade rely on high-performance permanent magnets built from rare earth metals. Yet the global supply chain for these materials remains heavily concentrated in China, prompting Western governments to accelerate efforts to rebuild domestic rare earth supply chains.
REalloys is attempting to position itself within that shift. Through its combination of the Hoidas Lake rare earth project, metallization capabilities at the Euclid Magnet Facility, and processing partnerships with the Saskatchewan Research Council, the company is building exposure across several critical stages of the rare earth supply chain.
While early-stage companies inevitably face development and execution risks, the broader forces shaping the sector – rising demand, geopolitical competition, and the push for supply chain independence – suggest that rare earth supply chains may become increasingly important in the years ahead.
For those reasons, REalloys (NASDAQ: ALOY) has been added to my long-term investment watch list as the Rare Earth Cold War begins to reshape global supply chains.
To learn more about REalloys including their most recent Press Releases you can click here
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