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