The U.S. Army Just Took a Historic Step to Break China's Rare Earth Dominance

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Army has placed REalloys at the center of America’s drive to rebuild its heavy rare earth supply chain, selecting the company to build and operate the first-ever commercial critical mineral processing operationon a U.S.
REalloys plans to build a heavy rare earth processing complex at the Tooele Army Depot in Utah capable of refining dysprosium and terbium, two of the most strategically important rare earth elements used in high-temperature permanent magnets for defense systems.

For the first time, commercial critical mineral processing is being integrated directly into America’s national security infrastructure.
The Tooele platform is expected to support the U.S.
Army, the Defense Logistics Agency, the Department of Energy and NASA, placing REalloys at the center of one of the country’s most strategically important industrial buildouts.
Commercial development is targeted to begin in 2027, with initial operating capability expected no later than 2028.
That urgent timeframe is scheduled to coincide with the January 1, 2027,federal procurement banon Chinese rare earth materials used in American defense systems.
REalloys expects to finance, build, and operate the facilities under an Enhanced Use Lease structure, creating a commercial processing platform on federal military property while keeping ownership, financing, and operations in private hands.
Earlier this year, theDefense Logistics Agencybacked the company’s metallization technology through a contract to expand domestic samarium and gadolinium metal production.
The Tooele project reaches further into the supply chain, adding commercial heavy rare earth processing to a platform that already includes metals and alloys.
Washington is compressing years of supply chain development into a matter of months.
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