
REalloys to Receive Rare Earths from SRC by Q4 2026 for DFARS Compliance
REalloys Inc. announced it expects to receive high-purity heavy rare earth materials, including Dysprosium and Terbium oxides, from the Saskatchewan Research Council (SRC) for qualification by Q4 2026. This supply is crucial for customer qualification and supply chain validation ahead of the January 1, 2027, DFARS deadline, which prohibits Chinese-origin rare earth materials for U.S. defense procurements. REalloys has secured exclusive offtake for 80% of SRC's commercial output and is developing its own metallization facility, aiming to be a key North American supplier for defense-compliant rare earth materials. This partnership positions REalloys to ensure the U.S. defense ecosystem has access to 100% non-Chinese rare earth materials.
Key Highlights
- REalloys to receive high-purity Dysprosium (Dy) and Terbium (Tb) oxides from SRC by Q4 2026.
- Materials will support customer qualification for the January 1, 2027, DFARS compliance deadline.
- SRC will produce magnet-grade Dy, Tb, and NdPr oxides for REalloys' Euclid, Ohio facility.
- REalloys secured exclusive offtake for 80% of SRC's commercial heavy rare earth output.
- SRC's rare earth processing facility's initial commercial production is on track for early 2027.
- REalloys is developing a wholly-owned heavy rare earth metallization facility in North America.
Price Impact
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