Critical minerals stocks are ripping higher this morning on the back of a powerful macro catalyst: unprecedented direct US military-industrial integration. On July 7th, the US Army said it has selected REalloys (ALOY) to build and operate the first-ever commercial critical mineral processing facility directly on a US military installation.
Strategic collaboration aims to establish one of the first fully integrated, non-Chinese rare earth supply chains spanning feedstock, separation, metallization and permanent magnet manufacturing to serve U.S. defense, aerospace, automotive and industrial markets EUCLID, Ohio, July 7, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – REalloys Inc.
REalloys retains a buy rating as enhanced use lease contracts on military bases provide increased revenue visibility and accelerate project timelines. ALOY's strengthened balance sheet, with $142 million in cash and minimal debt, reduces investment risk and supports upcoming capital expenditures. The US ban on Chinese-sourced rare earths and ALOY's supply deals position ALOY to benefit from surging demand in EVs and renewable energy.
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|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,095 | $10,413.45 | $11,617.95 | $1,204.5 | 11.57% |
| BO Brian Oliveira Clear Street Group Inc. | 170,723 | $1.67M | $1.85M | $187,386.04 | 11.25% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 14 | $137 | $134.61 | -$2.39 | -1.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 300 | $2,733 | $2,665.5 | -$67.5 | -2.47% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 66 | $643 | $639.87 | -$3.13 | -0.49% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Tim Moore Clear Street | 15,949.27 | $123,627.6 | $151,916.84 | $28,289.24 | 22.88% |
| Metals & Mining Industry | Materials Sector | Leonard Sternheim CEO | NASDAQ (NMS) Exchange | 75606V101 CUSIP |
| US Country | 17 Employees | - Last Dividend | 11 Apr 2023 Last Split | - IPO Date |
REalloys, Inc. is a pioneering company dedicated to enhancing the resilience of the domestic supply chain for rare earth elements and magnets. Established on October 4, 2011, the company operates from its headquarters in Boca Raton, Florida. REalloys focuses on a comprehensive approach that includes both recycling and mining, ultimately leading to oxide production, metallization, alloying, and the manufacturing of magnets. Its mission is to foster a sustainable supply chain that mitigates dependency on foreign sources for these critical materials, thereby supporting economic growth and technological innovation in the United States.
REalloys offers advanced recycling services that recover rare earth elements from end-of-life products. This process ensures that valuable materials are diverted from landfills and reintegrated into the supply chain, minimizing waste and environmental impact.
The company engages in mining activities to extract rare earth elements from natural deposits. By utilizing sustainable mining practices, REalloys contributes to the responsible sourcing of these essential materials, ensuring long-term availability for various applications.
REalloys specializes in converting rare earth ores into high-purity oxides. This crucial step in the supply chain enhances the usability and quality of the materials for subsequent processing and manufacturing applications across various industries.
Through metallization, REalloys transforms rare earth oxides into metallic forms, which are vital for producing high-performance alloys. This service is essential for clients requiring specialized materials that meet specific industry standards and performance criteria.
The company provides alloying services that create tailored metal alloys by combining rare earth metals with other elements. These alloys exhibit enhanced properties such as increased strength, corrosion resistance, and magnetic performance, catering to demanding applications in technology and manufacturing.
REalloys is engaged in the manufacturing of magnets, utilizing its proprietary processes to create high-quality, powerful magnets suitable for various applications, including electric motors, consumer electronics, and renewable energy systems. This service reflects their commitment to innovation and quality.