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REalloys (NASDAQ: ALOY) has signed an agreement that could give it priority access to up to 30% of production from a2-billion-ton Appalachian rare earth resource network, expanding its growing pipeline of domestic and allied feedstock ahead of the Pentagon’s 2027 ban on Chinese-origin materials.
The deal comes just two months after unveiling its buildout of thelargest heavy rare earth metallization facility outside of China.
Under a new Letter of Intent released on Wednesday with Patriot Exploration & Mining, REalloys would gain preferential allocation rights to rare earth production from more than 150 tested sites stretching across the Appalachian Basin from Alabama to Pennsylvania.
It’s an all-American resource base that contains neodymium, praseodymium, dysprosium, and terbium–the four magnet metals at the center of the Pentagon’s effort to remove Chinese material from U.S.
The agreement adds another source of domestic feedstock to a network that already includes projects and partnerships spanning North America, Greenland, Brazil, and Kazakhstan as REalloys continues assembling the raw material pipeline behind its growing processing and metallization platform.
And they are doing it just as the Pentagon attempts torebuild weapons inventoriesit has blown through in the Iran conflict, while simultaneously removing China from the rare earths supply chains that make them possible.
arsenal of precision strike missiles now gone, and only 7 months before the Pentagon’s deadline,defense industry chiefsare sounding the alarms.
Washington is sounding its own alarm bells by pouring billions into American and allied rare earth projects.
The sentiment in the White House is that you can’t create a domestic rare earths supply chain with strong policy alone: You need money, too, and the government is feeling generous.
Department of Energy (DoE) awarded$67 millionto advance a rare earth extraction project in Louisiana, while USA Rare Earth secured access to a proposed$1.6-billionfederal financing package tied to the CHIPS and Science Act to accelerate mining, processing, refining, and magnet manufacturing capacity in Texas.
REalloys is already securing the feedstock, processing capacity, and metallization infrastructure that those rules will require.
Patriotis the latest addition to a feedstock network that now stretches across North America, Greenland, Brazil, and Kazakhstan.
| Product | Price | Change |
|---|---|---|
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| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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