U.S. Moves to Shatter China’s Rare‑Earth Magnet Dominance: REalloys‑JS Link Alliance

The United States has taken a decisive step to dismantle China's rare‑earth magnet monopoly; REalloys and JS Link are building a wholly North‑American production platform.

A Continental Strategic Pivot

The strategic agreement between REalloys (NASDAQ: ALOY) and permanent‑magnet maker JS Link ties together feedstock, separation, metallization and final magnet manufacturing under a single American ecosystem. The move directly challenges China’s >90% share of the global market.

Completing the Industrial Chain

■$20.6 million investment expands the Saskatchewan Research Council’s rare‑earth processing capacity.

■REalloys secures up to 80% of the expanded output, including neodymium‑praseodymium metal and dysprosium‑terbium oxides.

■The U.S. Army plans to ban Chinese‑origin magnets by Jan 1 2027, making domestic production an urgent catalyst.

■Commercial production is slated for early 2027.

Market and Policy Ripple Effects

■ALOY shares moved +1.4% after the announcement; on the same day NOC rose +1.43%.

■The U.S. strategic rare‑earth policy aims to reduce supply risk across energy, defense and AI‑infrastructure sectors.

■China’s alternatives outside magnesium and neodymium are limited, amplifying the price‑stabilizing impact of the U.S.–Canada partnership.

Markets view this development as a long‑term supply‑chain security measure and a new front in the U.S.–China rivalry. The REalloys‑JS Link integration sends a clear signal for electric vehicles, industrial robots and defense systems. This platform is not merely a supply solution; it is a cornerstone of technological sovereignty.