Ames National Laboratory and REalloys

I wasn't aware of the Ames National Lab relationship until today.

REalloys subsidiaries, Powderment, Inc and Terves LLC, together became PMT Critical Metals and their integration created a closed-loop processing moat that handles everything from micro-scale powder engineering to macro-scale industrial casting.

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Through them, the Euclid facility holds active AS9100 (aerospace and defense quality standard) and ISO 9001 certifications, alongside full ITAR registration ---> permits immediate material qualification with defense primes.

Terves LLC secured DLA Contract (DLA212-004) which helped fund a 300 ton/year domestic Samarium/Gadolinium processing loop.

PMT supplies specialized high-temperature passive and active hot-structures to NASA.

"Utilizing proprietary HybriTherm and Hybrimet metal matrix composites, the Euclid facility fabricates structural components designed to survive extreme thermal friction environments, reducing thermal stresses by 80% to 90% in aerospace assemblies."

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Differentiated IP

Powdermet maintains an active joint development loop with Ames Laboratory, the nation's premier rare earth research institution.

This relationship drives the bulk fabrication and pilot-scale consolidation of Manganese-Bismuth (MnBi) magnets, securing ALOY’s intellectual property in non-rare-earth military propulsion alternatives.

This is a strategic wildcard for ALOY's valuation, no?

Powdermet’s joint loop with the DoE's Ames National Laboratory provides an asymmetric technology hedge ---> differentiated commercial applications and accretive revenue for ALOY.

In collaboration with the Energy Storage Laboratory at Idaho National Labs, Powdermet utilizes massive 800-ton Spark Plasma Sintering units to press heavy structural alloy billets, establishing the direct commercial parameters for Phase III high-volume scaling.

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The Science

Ames Laboratory developed a method using microstructure engineering to coat Manganese-Bismuth (MnBi) grains with a specific grain boundary phase.

Unlike rare earth magnets, which lose magnetic strength as temperatures rise, MnBi magnets actually increase their magnetic coercivity in warm environments.

This makes them an ideal alternative for compact, energy-efficient military propulsion systems.

----

I wasn't aware of this:

Powdermet holds the patent-pending processing and sintering techniques required to upscale this laboratory science into bulk, commercial-scale manufacturing.

This capability was recently backed by a multi-million dollar DoE award, where Powdermet partnered directly with industrial giant ABB to prototype non-rare-earth industrial and traction motors.

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Sources

https://www.ameslab.gov/news/improving-rare-earth-free-magnets-through-microstructure-engineering#:~:text=High%2Dpower%20permanent%20magnets%20are%20increasingly%20important%20for,an%20unreliable%20supply%20chain%20and%20high%20prices.

https://magneticsmag.com/magnet-developments-dominate-17-million-doe-awards-for-critical-materials-supply-chain/#:~:text=ABB%2C%20Inc.%20%2D%20Project%3A%20High%2DEfficiency%20Industrial%20Motors,technology%20for%20general%20purpose%20and%20traction%20applications.

https://www.mining.com/web/us-army-bases-to-host-critical-minerals-plants-in-onshoring-push/#:~:text=Shares%20of%20Titan%20Mining%20rose%20as%20much,building%20the%20plants%20as%20early%20as%202027.

https://vacco-etch.com/certifications/#:~:text=What%20is%20AS%20Certification%3F%20AS9100%20is%20a,development%2C%20production%2C%20and%20servicing%20of%20aerospace%20products.

reddit.com
u/bourbonwarrior — 14 hours ago
▲ 6 r/REalloys+2 crossposts

Industrial Base Fund (IBF) and REalloys

I started digging further on all funding sources, what's legal, what isn't for Primes. There are a fair amount of limitations to how they can inject capital into their partners to assist in CapEx; government pass-through, not a VC.

Further, I did more digging on the likelihood for an invocation of 303 and how does the US leverage critical mineral partnerships for funding assistance with the House deadlocked on the Defense Bill?

Anything can happen, but the 303 might be one of the last levers. Stockpiles are at a critical juncture, Primes need to fulfill orders and the Jan 1 regulatory cliff is real, but there is a 'newish fund' that could be tapped.

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Industrial Base Fund / DIBC (10 U.S.C. § 4817)

ALOY's landmark partnership agreement with the U.S. Army to operate processing facilities on the Tooele Army Base should be the pull mechanism that helps unlock this capital.

**The recent $100M PiPE actually is exceedingly helpful in eliminating "friction" within the governmental funding process, thresholds and triggers.

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The IBF is managed under the Assistant Secretary of War for Industrial Base Policy and executes through the Defense Industrial Base Consortium (DIBC).

So, thank you Joe Kasper, he helped create all of this - he knows the processes, timelines, triggers!

The fund is sitting on massive, unspent multi-year allocations --- including $5B dedicated exclusively to critical minerals and materials supply chains.

This capital is already appropriated, it completely bypasses the current congressional impasse - Capital Available $100M to $400M.

I couldn't pin down a hard data point, only a pretty wide range.

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For ALOY, this can be structured as direct, non-dilutive facility-expansion grants for Tooele or as a guaranteed commodity price-floor contract to underwrite the scaling of heavy processing furnaces.

***Remember, ALOY Advisory Board Chairman, Joe Kasper and his Dept of War position and SGE status.

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This is exactly why the DIBC issued its targeted Request for Project Proposals (RPP-CM-26-01, "Domestic Processing Capabilities of Critical Minerals").

This solicitation targets 13 defense-critical minerals, including heavy rare earths like gadolinium and samarium, which aligns directly with ALOY's feedstock profile and its operational processing footprint at the Tooele Army Base.

The active pool available for immediate extraction via Other Transaction Agreements sits at roughly $515 million across the combined DPAP and IRA critical material accounts.

REalloys is the only viable metallization option for January 1, 2027.

What percentage of this capital will be allocated to ALOY and/or GM Defense and the Primes for ALOY?

How much HREE offtake does GM Defense-Lockheed Martin, RTX and perhaps L3 Harris need?

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Sources

https://www.bhfs.com/insight/u-s-expands-critical-minerals-financing-and-bilateral-partnerships-under-trump/

https://realloys.com/#:~:text=REalloys%20(NASDAQ%3A%20ALOY)%20Announces%20Landmark%20Partnership%20Agreement,Approximately%20%24100%20Million.%20Continue%20reading.%20PRESS%20RELEASE.

https://www.acq.osd.mil/news/office-news/asda/2024/Summary-of-DPAP-Awards-Funded-via-Inflation-Reduction-Act.html#:~:text=Summary%20of%20DPAP%20Awards%20Funded%20via%20Inflation,Inflation%20Reduction%20Act%20(IRA)%20(Public%20Law%20117%2D169).

u/bourbonwarrior — 13 hours ago
▲ 5 r/REalloys+2 crossposts

DOE's Coal Investment ---- Topic Area 2

I was thinking about Yesterday's DoE awarding $75 million as part of a multi-tiered, $1 billion federal funding architecture managed by their Office of Critical Minerals and Energy Innovation.

There is an additional 175M for the Mines & Metals Capacity Expansion program, for Topic Area 2 expanding funding to midstream processing, separation, and recycling across all industrial sectors.

Selections for this tranche are scheduled for Q4 2026.

---

The REE Demonstration Facility Program 135M

It funds the design, construction, and operation of a demonstration-scale facility to extract, separate, and refine rare earths from acid mine drainage and mine waste.

This program strictly mandates an academic partner, aligning perfectly with the WVU pipeline, which ALOY is firmly entrenched as the midstream and metallization partner.

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Critical Minerals and Materials Accelerator 50M

A concurrent rolling program designed to fast-track late-stage, market-ready commercialization technologies within a compressed 3-to-7-year window.

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Federal cash flows directly to the coal operators - Ramaco - or WVU partners to build and operate raw extraction pilot plants.

The grant covers 50% to 80% of the upstream Opex and Capex needed to process toxic acid mine drainage or coal refuse into Mixed Rare Earth Carbonates.

The capital flows to ALOY as an economic subsidy embedded in the feedstock.

Since federal grants fully subsidize the upstream extraction infrastructure, MCM and Ramaco supply ALOY with highly enriched feedstock at a drastically suppressed, stable cost-basis under long-term offtake agreements.

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The EPA provides no direct funding to ALOY.

However, its strict enforcement of perpetual pH neutralization mandates for acid mine drainage forces coal operators to continuously process mine runoff.

This environmental mandate legally guarantees ALOY’s upstream partners a constant, highly subsidized supply of pre-concentrated raw waste material.

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Sources

https://www.energy.gov/cmei/mining/funding-notice-mines-metals-capacity-expansion-piloting-product-critical-minerals-and#:~:text=American%20Resources%20Corporation%20(Headquarters%3A%20Fishers%2C%20Indiana)%20%2D,Expected%20Date%20for%20Selection%20Notifications%3A%20Summer%202026.

https://www.northernminer.com/news/us-awards-75m-to-recover-critical-metals-from-coal/1003892680/#:~:text=American%20Resources%20(Nasdaq%3A%20AREC)%20in%20Indiana%20and,will%20be%20announced%20at%20a%20later%20date.

https://missioncriticalmaterials.com/another-mans-treasure/#:\~:text=Acid%20mine%20drainage%20must%20be%20cleaned%2C%20whether,infrastructure%20at%20sites%20that%20are%20already%20permitted.

u/bourbonwarrior — 1 day ago
▲ 8 r/REalloys+1 crossposts

Sector News - Philippines partners with Canada on critical minerals, sustainable mining

This is a pretty big deal that might not get the full attention it deserves in Western corporate media.

Just an FYI, Blackberry is the OS and digital twins for all of this - you'll see the "Canadian Tech" element mentioned below.

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Philippines President Ferdinand Marcos Jr.’s high-level roundtable with the Business Council of Canada and Prime Minister Mark Carney in Vancouver represents a massive geopolitical shift.

Historically, the Philippines has exported raw, unrefined ores directly to China for processing. Under the Marcos administration, that paradigm is ending.

DFARS 2027 kicks in Jan 1, 2027, this helps with supply for the Western Alliance. This is literally a 'war' for feedstock, from all and any sources.

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This is very shrewd by Marcos administration who is looking to evolve their own mining sector and move up the value chain by leveraging Canadian engineering and capital to establish local, sustainable refining hubs.

Prime Minister Carney is executing an aggressive diversification strategy to double Canada's non-U.S. exports over the next decade - plus locks out China from PH

Deepening engagement in the Indo-Pacific insulates Canada from volatile North American trade policies.

While the Philippines has historically been a nickel and copper powerhouse, this relationships specifically allocates geoscience and AI funding to locate, map, and catalog REEs/HREEs.

This agreement structures a long-term goal to funnel identified Philippine REE concentrates directly into allied midstream facilities, ALOY and SRC, bypassing Chinese separation networks completely.

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https://www.pna.gov.ph/articles/1278664?__cf_chl_f_tk=Dbb.Za.uBs.bFCb6S58kt78wCMXz44Xfki_89DdejrM-1783176722-1.0.1.1-lIisviAKoSSYzAjz.BHX3ZItP8TQxpHUBqqRX1zagNU

reddit.com
u/bourbonwarrior — 1 day ago
▲ 5 r/REalloys+2 crossposts

US awards $75M to recover critical metals from coal

REalloys is not one of the 5 firms to secure DoE funding at this time for their coal mine and HREE unlocking, however their MOUs with Ramaco, Mission Critical Materials and West Virginia University and Patriot Exploration, ensure they're 'likely' to receive additional DoE funding for phase II projects which are part of the second set under Topic Area 2: Mines & Metals Pilots – All Industries will be announced at a later date.

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- Ramaco will supply Mixed Rare Earth Carbonate (MREC) and separated scandium oxide from its coal-hosted Brook Mine property in Wyoming.

- ALOY will incorporate into its processing network for separation, alloy metallization, and final permanent magnet manufacturing.

- The Mission Critical Materials partnership focuses entirely on pulling rare earths out of liquid mining liabilities—specifically acid mine drainage (AMD) and industrial tailings from coal mining sites

- Mission Critical Materials is the for-profit startup explicitly spun out to commercialize a decade of proven AMDREE (Acid Mine Drainage Rare Earth Element) recovery technology

- WVU’s water-treatment extraction technology isolates a material stream from coal mine runoff that is composed of 45% to 50% heavy rare earths (predominantly high-value target elements like yttrium, dysprosium, and terbium)

- WVU created the science and patented the extraction methodology; MCM deploys the physical processing infrastructure at permitted coal wastewater sites; and ALOY buys the resulting HREE concentrate to feed its midstream refining and defense-grade magnet manufacturing lines.

- Patriot Exploration & Mining focuses on thermal coal assets, frequently working to structure long-term non-extraction and carbon-preservation frameworks for viable coal seams.

Unlocking the REEs from a 2-billion-tonne resource network across those 150+ Appalachian Basin sites consists entirely of legacy coal refuse, waste materials, and coal-associated footprints enabling them to clean up and monetize these legacy sites sustainably without actively extracting traditional coal.

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Sources

https://www.northernminer.com/news/us-awards-75m-to-recover-critical-metals-from-coal/1003892680/#:~:text=By%3A%20Blair%20McBride%20July%203%2C%202026.%20The,Materials%20Recovery%20at%20Domestic%20Industrial%20Facilities%20program.

https://missioncriticalmaterials.com/another-mans-treasure/#:~:text=Now%2C%20thanks%20to%20a%20company%20called%20Mission,defense%20systems%2C%20advanced%20electronics%20and%20energy%20infrastructure.

https://wvutoday.wvu.edu/stories/2026/05/26/from-wastes-to-resources-wvu-expands-rare-earth-research-to-help-strengthen-america-s-domestic-critical-minerals-supply#:~:text=The%20University%20is%20launching%20the%20WVU%20Rare,of%20these%20materials.%20(%20WVU%20Photo%2FBrian%20Persinger)

https://www.stocktitan.net/sec-filings/METC/8-k-ramaco-resources-inc-reports-material-event-41da2fcbb96d.html#:~:text=The%20understanding%20contemplates%20Ramaco%20supplying%20Mixed%20Rare,alloy%20metallization%20at%20REalloys'%20Euclid%2C%20Ohio%20facility.

https://www.patriotxmine.com/patriot-carbon#:~:text=Preserving%20Commercially%20Viable%20Thermal%20Coal%20Assets%20for,away%20from%20extraction%20and%20energy%20production%20pathways.

u/bourbonwarrior — 3 days ago
▲ 25 r/REalloys+4 crossposts

Global electricity demand growth is set to outstrip GDP growth for the first time

Good article, lays out the business case for owning the "toll booth" to "the future".

HREEs aren't just for magnets, although Phase 1 ALOY's roll-out will be for Primes ----> ALOY is poised to capture many other verticals (and more importantly, approved budgeted massive critical infrastructure projects).

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https://finance.yahoo.com/energy/article/electricity-demand-is-set-to-grow-faster-than-the-global-economy-amid-the-ai-boom-chart-of-the-day-100000388.html

After a decade of stagnant power demand, the economy is undergoing a massive wave of electrification, Bank of America metals strategists led by Michael Widmer wrote in a recent note to clients.

Electricity demand is now expected to grow significantly faster than GDP for the next two and a half years.

Global power usage by data centers is expected to grow from a current level of around 55 gigawatts to 84 gigawatts — equivalent to the power usage of roughly 70 million homes — in only the next two years, according to research from Goldman Sachs.

The electricity needs of the infrastructure will force further build-outs of global power grids, all of which require substantial amounts of metals for wiring, transformers, and other components.

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REalloy's core focus for Phase 1 are the HREEs Dysprosium (Dy) and Terbium (Tb), which play an indispensable, hidden role in the physical infrastructure layer of AI compute factories and systems; the massive power densities and thermal profiles of AI clusters require physical hardware that depends fundamentally on HREEs.

- Advanced Data Center Cooling Infrastructure

- Mass Data Storage Systems

- Advanced Semiconductor Manufacturing Equipment

- Power Infrastructure and Clean Energy Grid Tie-Ins

----------------------------------------------------

Phase 1 is the closed loop for GM Defense and their Prime partners. Keep in mind, ALOY's furnace is modular, scalable and can be deployed globally, all weather too.

Dept of War's MOU with REalloys specifies Dysprosium (Dy) and Terbium (Tb) two of the most critical and highest-value HREEs.

https://finance.yahoo.com/sectors/energy/articles/realloys-nasdaq-aloy-receives-department-112200537.html

u/bourbonwarrior — 4 days ago
▲ 13 r/REalloys+1 crossposts

"Currently, China controls the entire supply chain of rare earths for heavies, which is where the processing, the refining, the metalizing magnet making," Sternheim said, adding that REalloys is focused on bringing "the full supply chain" to North America.

www-foxbusiness-com.cdn.ampproject.org
u/Tough-Spell-1939 — 4 days ago

The Defense, Security and Resilience Bank (DSRB)

The Defense, Security and Resilience Bank is an multilateral financial institution at the intersection of defense, security, and industrial innovation.

Modeled structurally after the World Bank, it is dedicated to collective Western defense, supply chain resilience, and the mobilization of private capital.

- Proposed by Rob Murray, CEO of DSRB Development Group and former architect of the NATO Innovation Fund.

- Driven heavily by ex-Brookfield Vice Chair and Canadian Prime Minister Mark Carney and senior cabinet officials.

- Backed globally by Wall Street and European institutions (JPMorgan Chase, Commerzbank, ING, Deutsche Bank) alongside Canada's "Big Six" banks.

- Canada selected unanimously as host country in April 2026; five cities including Toronto, Vancouver, and Montreal are actively competing for the final selection.

- Mandated to raise and deploy an initial capital target of $135 billion.

A significant vulnerability in the Western defense supply chain resides with the smaller tier 3 contractors that supply critical components but lack the capitalization to survive macro shocks.

The DSRB is specifically mandated to close financing gaps for these sub-tier vendors and fast-track dual-use commercial technologies—including artificial intelligence, cybersecurity, space tracking, and autonomous systems.

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The DSRB - Multilateral Industrial & Sovereign Debt

The DSRB issues massive, low-interest, multi-decade loans to legacy prime contractors to build physical factories, expand assembly lines, and purchase heavy tooling machinery for munitions and missile production.

Providing multi-billion-dollar revolving credit lines to allied nations. enabling member states to aggregate their purchasing power and sign bulk, long-term contracts for weapons systems without waiting for annual domestic parliamentary budget approvals.

Offering first-loss credit guarantees to Tier-2 and Tier-3 suppliers by simply guaranteeing these loans.

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https://www.dsrb.org/

https://www.pm.gc.ca/en/news/news-releases/2026/06/30/prime-minister-carney-attend-nato-summit-turkiye-and-visit-saudi

https://kpmg.com/ca/en/insights/2026/05/redefining-defence-financing.html

u/bourbonwarrior — 5 days ago
▲ 14 r/MPMaterials+3 crossposts

REalloys Specific HREEs Price Spike - Significant

PMT Critical Metals and Terves, LLC are two of the 3-4 firms that were integrated to create REalloys. In March 2026, Terves, LLC secured DPA II grant for Samarium earlier in Q1 26 --- this provides non-dilutive capital, and unlocked Section 45X, immediate tax reimbursement (10%) for production related expenses plus extended a 40 year relationship, etc.

Today's report also states:

"...warns that the U.S. defense sector is down to a mere two-to-three-year supply of Samarium."

MP Materials holds massive domestic Samarium deposits, they currently lack the capacity to separate it from the raw ore.

The DoD owns 15% of MP Materials, invocation of 303 enables them to mandate alignment in the name of National Security. Further, 303 enables access to the $1.409B in unallocated DPA III money, bypassing Congress too.

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May 6th, Dept of War MOU to ALOY

A Department of War MOU delivered to REalloys' leadership team underscores the urgency to secure domestic HREEs in advance of the January 2027 prohibition on Chinese-origin rare earth materials.

The MOU designates Dysprosium (Dy) and Terbium (Tb) as two of the most critical and highest-value HREEs, aligning with REalloys' strategic intent and purpose to build HREE processing facilities within North America.

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HREE Price Spike

The NdPr alloy benchmark jumped 21.4% to $133.02/kg, hitting a new 2026 high.

Dysprosium is up 25.4% ($261.63/kg), while Terbium climbed 21.6% ($1,179.54/kg).

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Sources

https://finance.yahoo.com/news/u-defense-logistics-agency-awards-120000481.html

https://finance.yahoo.com/sectors/energy/articles/realloys-nasdaq-aloy-receives-department-112200537.html

https://rare-earth-mining.com/rare-earth-market-outlook-july-2026/#:~:text=NdPr%20Complex%3A%20Second%20Consecutive%20Month%20of%20Gains%2C,trading%20above%20every%20prior%202026%20monthly%20reading.

https://www.nationaldefensemagazine.org/articles/2026/7/1/stockpiles-of-critical-mineral-needed-for-highend-magnets-begin-to-dwindle#:~:text=The%20restrictions%20are%20colliding%20with%20urgent%20demand,help%20cool%20sophisticated%20electronics%20and%20other%20systems.

u/bourbonwarrior — 5 days ago

Nice volume the last 30 minutes

I didn't see any major news today, just the last day of Q2.

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***Edit  House Leader Johnson tacked the SAVE Act onto the Defense Spending Bill, effectively killing passage this round, this should be a boon for REalloys, Primes, Military-Industrial and shareholders too.

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DFARS 2027 is a very hard regulatory cliff, this will necessitate significant action.

Remember who comprises the Board/Non-Executive Directors/Advisory Board.

Hmm, I can only guess what happens next?

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Will the Executive Branch issue a specific DPA Section 303 Presidential Determination that explicitly isolates "HREE Oxide-to-Metal Reduction and Sintered NdFeB/SmCo Magnet Fabrication" as an immediate national security shortfall?

This enables the Pentagon to bypass the $50 million statutory spending cap per project without congressional approval.

It triggers the immediate release of unallocated cash directly from the existing DPA Title III Fund, bypassing the stalled NDAA entirely.

This cash can be deployed via an undefinitized contract action within 14 days to fund the tooling of REalloys' HF-free modular furnaces.

Keep in mind he DPA issued earlier in June gives the Dept of War authority on behalf of the Executive and they issued Memorandum in early May regarding magnet production and specific HREEs.

-------------------------------------------------------

The Office of Strategic Capital was created within the Office of the Secretary of Defense precisely to fund the "valley of death" for critical component technologies that traditional defense procurement models ignore.

OSC provides direct loans and loan guarantees --- Massive for REalloys at this phase, no?

reddit.com
u/bourbonwarrior — 5 days ago
▲ 6 r/REalloys+2 crossposts

America Needs More Weapons. JPMorgan Wants to Add Its Firepower - WSJ Article

https://www.wsj.com/finance/banking/jamie-dimon-jpmorgan-investing-defense-091cfc4c?st=QANxxA&reflink=desktopwebshare_permalink

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Focus on REalloys Board of Directors, Non-Executive Directors and Advisory Board Chair ---- absolute point of differentiation, competency, and authority.

These individuals are the who's who in the defense sector, no? Plus, the "cherry on top", Bob Foresman - the ex-Vice Chair of UBS. He's as legit as they come in the finance world.

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JPMorgan Chase is shifting toward a historic "merchant banking" model by investing $10 billion of its own capital directly into the stock of companies critical to national security and economic self-sufficiency.

The bank committed to a $1.5 trillion target by 2035 for traditional lending, financing, and advisory deals within national security, defense, and critical infrastructure sectors. It has already financed $150 billion in deals.

The initiative directly aligns with the Trump administration's focus on ramping up domestic military production. JPMorgan bankers meet weekly with officials from the Pentagon, Energy, and Commerce departments.

The bank defines national security broadly to include defense, AI, tech, pharmaceuticals, and mining. Early investments from the $10 billion fund include $75 million in Perpetua Resources (an Idaho antimony and gold mine) and an undisclosed stake in Databricks.

To source investment ideas, Dimon assembled an advisory council including Amazon founder Jeff Bezos, former Secretary of State Condoleezza Rice, and a former NSA cybersecurity head.

reddit.com
u/bourbonwarrior — 6 days ago

New Critical Minerals Report - London School of Economics

For HREEs and high-purity metals, a sudden 10% demand bump from government procurement is projected to spike spot prices by 29% to 31% before new ex-China supply can react, even if there are staggered and coordinated Western stockpiling programs in place --- demand is that significant.

G7 leaders have committed to integrating procurement and release frameworks through the International Energy Agency (IEA), aiming to establish a coordinated market-smoothing mechanism. Even still, the demand is so significant, prices will continue to rise.

For REalloys investors, the LSE report notes a critical operational flaw in uncoordinated stockpiling: it hoards raw materials while ignoring the midstream bottleneck.

The price squeeze is actively moving downstream into processed derivatives such as high-purity metals and magnets.

Keep in mine, REalloys can deploy its scalable, modular furnaces anywhere in the world, all environments too.

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https://theoregongroup.com/commodities/cobalt/critical-mineral-stockpiles-could-absorb-10-of-key-metals-supply-34-of-cobalt-supply/#:\~:text=A%20new%20report%20by%20the%20London%20School,supply%20shock%20governments%20are%20trying%20to%20prevent.

u/bourbonwarrior — 6 days ago
▲ 10 r/REalloys+1 crossposts

Canada Has Entered The Chat

https://www.domain-b.com/industry/industry-general/canada-greenland-malmbjerg-molybdenum-grant-2026#:~:text=The%20funding%20will%20support%20advanced%20metallurgical%20research,government%20in%20a%20mining%20project%20in%20Greenland.

Setting a precedent, Canada deploying capital in another sovereign nation's border - big deal.

Keep in mind, ALOY is a North American/Crown adjacent firm with a bound offtake agreement with CRML's Tanbeez Mine. This is part of the Arctic Defense node. Not a stretch more non-dilutive, non-repayable grants will be allocated for onsite furnace one day?

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Transnational G7 Financing & The Arctic Security Bloc

Overall, $73M across multiple firms in Canada, but this one sets a precedent.

A non-repayable C$7 million grant from Natural Resources Canada to Greenland Resources for the Malmbjerg project.

Historically, Western governments have restricted state capital to projects within their own borders; this constraint to deploy capital into an external territory establishes a major geopolitical precedent

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From the article:

Why this matters

  • Strengthens critical mineral security: The investment supports efforts by Canada and its allies to diversify supplies of strategic minerals used in defence, clean energy and manufacturing.
  • Advances Arctic mining technology: Research into saline-water flotation could make mineral processing more practical and environmentally efficient in remote Arctic regions.
  • Supports European industry: If developed as planned, the project could become a significant source of molybdenum for European steelmakers and defence manufacturers.
  • Expands international cooperation: The grant highlights growing collaboration among Western governments to develop critical mineral projects outside traditional supply hubs.

FAQs

Q1: What project is Canada funding in Greenland?

Canada is providing a C$7 million non-repayable grant to Greenland Resources to support metallurgical research at the Malmbjerg molybdenum project in eastern Greenland.

Q2: What will the funding be used for?

The grant will finance research into saline-water flotation processing and evaluate the recovery of magnesium and rare earth elements as by-products.

Q3: Why is Canada investing in a Greenland mining project?

The investment supports efforts to build more resilient critical mineral supply chains among allied countries and reduce reliance on dominant global suppliers.

reddit.com
u/bourbonwarrior — 6 days ago
▲ 23 r/REalloys+3 crossposts

Friday's Middle Powers Alignment - Critical Minerals Alliance plus Pax Silica

On Friday, June 26, 2026, Canada and Japan finalized a billion-dollar critical minerals alliance aimed at securing supply chains and creating a shared metals stockpile.

Concurrently, the European Union officially signed onto the U.S.-led "Pax Silica" economic-security pact, establishing a unified transatlantic front to control advanced semiconductor manufacturing and AI infrastructure

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Middle Powers Alignment

This alliance shifts the defensive paradigm from broad, slow-moving multi-nation coalitions to hyper-focused, agile syndicates.

Canada and Australia act as the resource anchors. Japan ensures that the extracted minerals are converted into usable technology. France provides the political and financial leverage to shield this ecosystem.

Canada-Japan Critical Minerals Alliance

Following the broader G7 Summit framework established in Évian, France, Canada and Japan advanced a strategic bilateral partnership.

Canada's Minister of International Trade announced that the two nations are exploring joint critical mineral projects and a shared metals stockpile to diversify supply chains away from market concentration.

Commercial deals exceeding C$1 billion were signed between Canadian and Japanese firms.

Strengthening critical mineral value chains

China holds a dominant position in this strategic sector, as they control the entire value chain, from extraction and refining to industrial processing.

These Middle Powers want to encourage the diversification of supply chains and strengthen critical mineral value chains from industrial, financing, trade, traceability and transparency, storage and recycling perspectives.

By working with its G7 partners, France (financing) wants to create mutually beneficial partnerships and ensure greater security for the supply of essential resources.

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Pax Silica

The agreement establishes a coordinated approach across five critical domains:

- Critical mineral refining, energy inputs, advanced manufacturing, semiconductors, and AI infrastructure.

The explicit objective is the mitigation of China's near-monopoly on midstream mineral processing and legacy chip assembly.

The European Commission signed the declaration on behalf of the 27 European Union member states, expanding the pact to 24 formal signatories and over 35 aligned economies backing a parallel Joint Statement on AI Opportunity.

The accession of the European Union fundamentally shifts Pax Silica from a US-centric diplomatic initiative into a global supply chain cartel

The Pax Pass system

Backed by an initial $50 million funding deployment, this AI-driven customs and provenance network coordinates with key maritime authorities, including Panama, to establish expedited, friction-free transit lanes through the Panama Canal.

This ensures that restricted critical minerals, semiconductor substrates, and microchips move through secure, audited supply chains without border delays.

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Sources

https://letsdatascience.com/news/pax-silica-pact-excludes-china-empowers-defense-firms-34325425

https://us.diplomatie.gouv.fr/en/g7-priorities-evian-summit

https://www.indexbox.io/blog/canada-and-japan-explore-joint-critical-mineral-projects-and-stockpile-to-reduce-chinas-dominance/#:~:text=The%20push%20for%20closer%20cooperation%20in%20energy,to%20defense%2C%20automotive%2C%20and%20clean%20energy%20industries.

u/bourbonwarrior — 7 days ago

Board Chairman, Stephen duMont

Since the GM Defense-Lockheed Martin deal, I did a deeper dive on the deal and ALOY's Board Chairman Stephen duMont.

President and CEO of GM Defense, his operational background as a U.S. Army aviation officer and attack helicopter pilot, combined with senior executive tenure at Raytheon Intelligence & Space, Boeing, and BAE Systems, positions him to translate military requirements into automotive scale and bridge the gap between traditional military procurement and commercial velocity.

13 years at Raytheon

VP of Business Development & Strategy, Raytheon Intelligence & Space (RI&S)

Managed global pursuits, capture mechanics, and growth strategies for advanced sensors, cyber solutions, and space payloads.

VP of Business Development & Strategy, Raytheon Missile Systems

Directed international market positioning and competitive captures for the missile manufacturing portfolio.

Chairman and CEO, ThalesRaytheonSystems (TRS)

Led the trans-Atlantic air defense joint venture coordinating command-and-control (C2) architectures and battlefield radars between the U.S. and NATO allies.

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G7, "Middle Nations" and Software Defined Factories

He has strong relationships within UAE and the Edge Group along the G7 nations, specific France, Japan and Canada***.

This is very interesting considering Friday's announcement among these "Middle Nations" regarding Critical Minerals, financing, mining, industry.

It is likely the Dept of War facilitates more GM Defense and Prime combinations. Chairman duMont's relationship with RTX and his ongoing relationship with BAE Systems.

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I've mentioned I'm a BB shareholder, their Alloy Kore horizontal OS (partnered with Vector) will be the OS of many, many mission critical verticals on a global scale

One is Software Defined Factories, grouping output to match demand, "retool" via software across all infrastructure at once, globally.

This will also be the OS that facilities the DFARS 2027/NDAA 2027 digital birth certs, chain of custody, batching details and modeling into Digital Twins.

Shareholders are very fortunate all of these board members - non-executive directors and advisory board - are involved here --- as if assembled by an SGE.

Sovereign, closed-loop mine-to-magnet ecosystem that can scale faster with limited to no permitting too. Probably the best, more diverse feedstock, massive manufacturing footprint and a pulled by DoD, DoE, NASA, NATO, Blue Origin and Amazon and beyond

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https://www.potomacofficersclub.com/stephen-dumont-president-at-gm-defense/#:~:text=He%20moved%20to%20GM%20Defense%20in%20April,implemented%20a%20focused%20strategy%20for%20global%20growth.

https://www.gmdefensellc.com/site/us/en/gm-defense/home/about/leadership.html#:~:text=Leadership%20Team%20%2D%20Stephen%20S.%20duMont.%20President.,opportunities%2C%20sustain%20ongoing%20programs%20and%20implement%20the.

reddit.com
u/bourbonwarrior — 9 days ago
▲ 4 r/REalloys+1 crossposts

"Trash to Treasure: Examining Legislation to Support Domestic Critical Mineral Recovery and Recycling,"

https://energycommerce.house.gov/posts/chairman-palmer-delivers-opening-statement-at-environment-subcommittee-hearing-to-examine-legislation-supporting-domestic-critical-mineral-recovery-and-recycling

https://energycommerce.house.gov/news

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The House Energy and Commerce Subcommittee on Environment, Manufacturing, and Critical Materials meeting held yesterday, "Trash to Treasure: Examining Legislation to Support Domestic Critical Mineral Recovery and Recycling," directly targets the legal and structural bottlenecks that early-stage U.S. rare earth companies are fighting to overcome.

For ALOY, the regulatory shift debated in yesterday's hearing is exactly what is required to de-risk its business model.

The core premise of yesterday's hearing was an acknowledgment that the U.S. recycling framework is dangerously outdated.

The committee argued that the correct question for 2026 is: "How do we secure the defense and industrial supply chains hidden inside this waste?"

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The West Virginia University (WVU) & Secondary Feedstock Connection

ALOY's business model intersects directly with pioneering academic and federal initiatives.

ALOY's strategic partnership with Mission Critical Materials LLC to recover heavy and light rare earth elements from acid mine drainage.

WVU has been the premier global research hub for this exact technology and has spent years capturing federal grants (from the DOE, ARPA-E, and Department of the Interior) to design scalable, low-cost adsorption units that pull high-purity rare earths straight out of abandoned coal mine wastewater.

Academic institutions like WVU prove the science and secure the initial federal testing dollars, while commercial entities like ALOY step in to scale the downstream refining, metallization, and permanent magnet production using those secondary materials.

Yesterday’s focus on passing the EMRTAI Act directly supports this exact pipeline by allocating the regulatory pathway to turn mine waste into a strategic pipeline.

u/bourbonwarrior — 11 days ago