Weekend chatter about a Greenland security pact spurred violent moves in Arctic microcaps, with ALOY gaining on Tanbreez exposure. REalloys holds 15% of Tanbreez output via an offtake, potentially benefiting from U.S. involvement in Greenland's rare-earth supply chain if terms materialize at the UNGA. The signing is a near-term catalyst, though the pact remains unconfirmed.
REalloys and U.S. Critical Materials Corp have entered a memorandum to establish a domestic supply chain for rare earth materials, targeting reduced dependence on China. This development may significantly bolster the U.S. rare earth market, enhancing the competitive landscape for domestic producers.
