Non‑Chinese rare‑earths chain
A North American firm has completed what’s described as the only fully non‑Chinese rare‑earth supply chain, a direct response to China’s export restrictions and in time for a Pentagon procurement deadline. That breakthrough could unblock critical inputs for US tech and defense manufacturers long dependent on Chinese processing and marks a strategic shift in materials sourcing. (oilprice.com)
REalloys Inc., the merger target of Blackboxstocks (NASDAQ: BLBX), signed a partnership with the Saskatchewan Research Council on Dec. 8, 2025 that includes a long‑term offtake covering roughly 80% of the SRC facility’s upgraded annual heavy‑rare‑earth output. (realloys.com ) SRC’s Rare Earth Processing Facility reported commercial‑scale metal production in 2024 and REalloys said it will invest about US$21 million to expand SRC capacity, with the expanded plant targeted to be fully operational in early 2027. (src.sk.ca ) (realloys.com ) The Defense Federal Acquisition Regulation Supplement clause 252.225‑7052 and related statutory provisions set an effective sourcing cutoff that prohibits certain China‑origin magnets and metals in DoD contracts starting January 1, 2027, a date the SRC‑REalloys timeline targets. (eCFR ) REalloys says it already operates a metallization plant in Euclid, Ohio and has announced a fully financed buildout of a Heavy Rare Earth Metallization Facility (HREMF) it expects to own outright, with project cost estimates reported at roughly US$40 million and recent financing rounds totaling about US$50 million. (realloys.com ) (theglobeandmail.com ) To secure feedstock, REalloys has signed non‑binding 10‑year offtake and investment framework agreements with Kazakhstan’s AltynGroup (Feb. 3, 2026) and holds a separate LOI to take 15% of Greenland‑based Tanbreez output from Critical Metals Corp., aiming to route those concentrates through the SRC and Euclid conversion chain. (PrismMediaWire/GlobeNewswire ) (realloys.com ) REalloys’ own public filings and press materials project expanded annual outputs from the SRC‑linked platform of about 30 tonnes dysprosium oxide, 15 tonnes terbium oxide, and initial neodymium‑praseodymium metal production of roughly 400 tonnes per year (rising to ~600 tpa after further expansion). (realloys.com ) Independent industry notices flag that metallurgical qualification, permitting and multi‑year certification to meet defense‑grade specifications remain on the timetable even after offtake and financing are in place, meaning integration of Kazakhstan/Greenland feed into U.S.‑allied supply chains will require staged technical validation. (InsightsWire )
