China's Rare Earth Grip on the U.S. Military Is About to Break

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• It isn't rare earths that are critical to national security, it's the 'rare processing' industry

  80% confidence

• REalloys expects to be the only company with a fully operational, non-Chinese, mine-to-magnet supply chain when Pentagon deadline arrives

  80% confidence

• Starting from zero, it would realistically take five to seven years to build what REalloys already has

  80% confidence

• 1% reliance on China is 100% reliance on China - if any single input comes from Beijing, entire operation is one phone call away from shutting down

  80% confidence

• Concentrates are commodities, materials are commitments

  80% confidence

• REalloys expects to receive approximately 460 tonnes of defense-grade rare earth metals per year once Saskatchewan plant reaches full production

  80% confidence

• REalloys expects to become the largest producer of refined Dysprosium and Terbium outside of China

  80% confidence

• REalloys expects scaled production to reach 18,000 tonnes per year of heavy rare earth permanent magnets

  80% confidence

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