REalloys (ALOY) Says Pentagon Memo Flags Rare Earth Supply Risk Ahead of 2027 China Ban

REalloys (NASDAQ: ALOY) said it received a Pentagon memorandum warning of urgent U.S. demand for domestic dysprosium and terbium supply as defense contractors face a January 2027 ban on Chinese-origin rare earth materials. The company is building a heavy rare earth metallization facility in Euclid, Ohio, to convert oxides into metals and alloys used in defense systems and high-performance magnets. REalloys said Phase 1 is expected to begin in 2027, supported by $50 million in financing and an offtake agreement for 80% of output from the Saskatchewan Research Council’s rare earth processing facility. China tightened enforcement rules for rare earth producers in the week of May 14, 2026, after imposing export restrictions on seven rare earth elements and related magnet products in April 2025. The article disclosed that Oilprice.com’s owner holds shares or options in REalloys, creating a potential conflict of interest.