In 2024, China announced export controls on antimony. It's a metal most people have never heard of, but antimony goes into more than 200 types of military munitions.
Within weeks, the price went from $1,400 per ton to $38,000 — a 2,600% spike — and shipments to the United States fell 97%.
Today, Beijing is setting up for something bigger. And REalloys (NASDAQ: ALOY) — a U.S.-based mine-to-magnet rare earth company — has spent years getting ready for it.
The company holds an exclusive 80% offtake from the only non-Chinese rare earth processing plant in North America capable of processing heavy rare earths. And it operates its own metallization facility in Euclid, Ohio, and plans to source feedstock from the U.S., Canada, Brazil, Kazakhstan, and Greenland, which means no Chinese inputs at any step.
The heavy rare earth materials at the center of China's next mineral weaponization, like dysprosium and terbium, are precisely the ones REalloys has spent years positioning to supply.
Within weeks, the price went from $1,400 per ton to $38,000 — a 2,600% spike — and shipments to the United States fell 97%.
Today, Beijing is setting up for something bigger. And REalloys (NASDAQ: ALOY) — a U.S.-based mine-to-magnet rare earth company — has spent years getting ready for it.
The company holds an exclusive 80% offtake from the only non-Chinese rare earth processing plant in North America capable of processing heavy rare earths. And it operates its own metallization facility in Euclid, Ohio, and plans to source feedstock from the U.S., Canada, Brazil, Kazakhstan, and Greenland, which means no Chinese inputs at any step.
The heavy rare earth materials at the center of China's next mineral weaponization, like dysprosium and terbium, are precisely the ones REalloys has spent years positioning to supply.
6 hours ago
