Pentagon Moves to Secure Rare Earth Metals for Next-Gen Weapons

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• Policy timing adds pressure as moving from project to commercial heavy rare earth metallization can take multiple years

  80% confidence

• If China stopped supplying rare earths, it would mean no F-35s and no missiles for the U.S.

  80% confidence

• REalloys' modular design allows reactors to be deployed and replicated more quickly than conventional facilities while reducing both capital intensity and operating costs

  80% confidence

• Rare earth elements are relatively widespread geologically; what is scarce is the industrial capability to economically separate them into high-purity oxides and then convert them into metals and alloys at scale

  80% confidence

• Metallization is one of the least developed parts of the rare earth value chain outside China, requiring multi-year timeline to build capability even with strong execution and capital

  80% confidence

• Defense customers need consistency in rare earth metal production to exact specifications

  80% confidence

• REalloys has already delivered specialty metals and alloys under U.S. government contracts at its Euclid, Ohio facility

  80% confidence

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