Transforming Environmental Challenges into Strategic Opportunities

REalloys focuses on utilizing its cutting-edge processing and metallization capabilities to secure a sovereign supply of heavy rare earth elements for U.S. defense agencies. This strategic alliance is intended to establish the United States' first mine-waste-to-magnet ecosystem. It leverages federally funded upstream innovations to reduce reliance on foreign supply chains.

• Access to high-purity mixed rare earth oxides.
• Involves critical heavy elements: dysprosium, terbium, yttrium, and gadolinium.
• Focus on magnet-critical light rare earths such as neodymium-praseodymium.

Key Benefits of the REalloys and MCM Partnership

Under the non-binding MOU, REalloys will serve as MCM's preferred downstream and offtake partner for rare earth materials recovered from acid mine drainage (AMD), historically viewed as an environmental liability. The collaboration aims to strengthen supply chain security for the U.S. defense industrial base and ensure readiness for U.S. strategic markets.

Steve duMont, Non-Executive Chairman Elect of REalloys, remarked, “This collaboration acts as a transformational bridge between America’s upstream innovation and the downstream industrial capacity required to finally rebuild a sovereign rare earth supply chain.” This partnership emphasizes the importance of developing a robust and independent supply chain for critical materials.

Pathway to Domestic Rare Earth Supply

MCM is exploring several U.S. domestic coal- and hard-rock-based AMD sites for potential commercial production. These sites reportedly feature high concentrations of strategically vital rare earth elements. MCM has successfully produced high-purity concentrates (>95% REO) and aims to supply several hundred tonnes of these essential materials to the REalloys supply chain in the upcoming years.

Leonard Sternheim, Chief Executive Officer of REalloys, emphasized that this partnership is pivotal for American industrial strategy. He stated, “By turning environmental liability into strategic sources of rare earth feedstock, we are securing domestic access to Dy, Tb, Y, and NdPr.” This technological advance could be licensed and expanded internationally, enhancing the competitive position of both companies.

Alignment with Federal Initiatives

The strategic partnership between REalloys and MCM aligns with federal priorities to re-shore supply chains for critical minerals and diminish dependence on foreign processing, particularly from China. The companies are expected to negotiate a definitive multi-year offtake agreement in 2026, which will further cement their roles in developing a resilient U.S. magnet supply chain.

Steve Dunmead, Chief Executive Officer of Mission Critical Materials, affirmed, “Our partnership with REalloys changes that. By integrating our AMD-derived rare earth concentrates with REalloys’ processing and magnet-making capabilities, we are demonstrating that America can build a complete, resilient rare earth supply chain on its own soil.”

About REalloys and Mission Critical Materials

REalloys Inc. is an innovative North American company specializing in rare earth metals, combining upstream resources with processing capabilities. Its partnership with the Saskatchewan Research Council enhances its position in supplying metals and magnet materials crucial for U.S. strategic markets, especially as it prepares for an upcoming merger with Blackboxstocks Inc. (NASDAQ: BLBX).

Mission Critical Materials focuses on accelerating technology commercialization for the recovery of rare earth elements from AMD, particularly through collaborations with entities like West Virginia University. This initiative received significant backing from federal agencies, including the U.S. Department of Energy (DOE) and the Department of War (DOW).