REalloys Secures 15% of Tanbreez Phase 1 Rare Earth Output in Long-Term Deal — REalloys Inc.

Event summary

REalloys signed a 15-year offtake agreement with Critical Metals Corp. for 15% of Phase 1 production from the Tanbreez Project in Greenland.
The deal covers heavy rare earth elements (HREE) critical for defense, aerospace, and electric mobility applications.
First commercial delivery under the agreement is subject to a five-year long stop date.
REalloys aims to begin commercial-scale production of dysprosium, terbium, and neodymium metals and alloys in January 2027.
The agreement aligns with REalloys' mine-to-magnet strategy for U.S. defense and industrial customers.

The big picture

This agreement strengthens REalloys' position in the U.S. rare earth supply chain, reducing reliance on Chinese sources ahead of upcoming federal procurement restrictions. The deal is part of a broader trend of Western companies securing long-term supply agreements for critical minerals to support defense and clean energy technologies. REalloys' diversified feedstock strategy positions it as a key player in the emerging U.S.-aligned rare earth ecosystem.

What we're watching

Supply Chain Diversification: How REalloys' ability to integrate Tanbreez feedstock into its processing network will affect its production timelines and cost structure.
Regulatory Compliance: Whether REalloys can meet U.S. federal procurement restrictions on Chinese rare earth content effective January 1, 2027.
Project Execution: The pace at which Critical Metals Corp. advances the Tanbreez Project through permitting and construction phases.