North America Moves to Break China’s Rare Earth Magnet Monopoly

The agreement marks a shift in North American industrial strategy, pulling feedstock, separation, metallization, and finished magnet production into a singular, domestic framework. REalloys is positioning itself at the center of this effort, having already secured a project with the U.S. Army to develop heavy rare earth processing facilities at the Tooele Army Depot in Utah. By integrating these stages, the company aims to eliminate the reliance on foreign processing that has long defined the global sector.

Central to this expansion is a $20.6 million investment in the Saskatchewan Research Council’s rare earth facility, which secures rights to 80% of its output. REalloys is also developing a heavy rare earth metallization operation intended to become the largest of its kind outside of China. These steps are critical as Beijing tightens its grip on dual-use materials through export controls, effectively forcing Western firms to seek alternatives or face supply chain disruptions. While tech giants like Apple, Microsoft, and General Motors are investing heavily in recycling and alternative sourcing to hedge against these geopolitical risks, the REalloys-JS Link partnership represents a direct attempt to rebuild the foundational industrial base that China dominated for decades.