How China Accidentally Created Its Own Rare Earth Rival

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Last century, wars were fought over oil.

Today, rare earth elements are playing an increasingly important role in global supply chains.

These minerals are the "digital gunpowder" of modern dominance, powering robotics, AI data centers, and the F-35 Lightning II, which requires 920 lbs. of rare earths just to stay in the sky.

In 2024, 97% of the 1.2 million drones produced for the Ukraine conflict relied on heavy rare earth magnets processed in China.

The bottleneck isn't the minerals themselves. As President Trump put it, "There's no such thing as rare earths. There's rare processing."

Nearly all global refining equipment is built, coded, and controlled overseas.

This concentration has raised concerns among policymakers and industry participants.

REalloys is working to bring that leverage back to North America.

The company recently secured a new Pentagon contract to scale domestic rare earth metal production.

REalloy's strategy spans the full supply chain, from mineral sourcing to refining to magnet manufacturing.

While giants like MP Materials focus on high-volume light elements, REalloys is targeting the heavy rare earth market critical to advanced defense and aerospace.

The goal is to expand domestic processing capacity in a part of the supply chain that has historically been limited outside China.

See how REalloys is building its North American supply chain.

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This communication is a paid advertisement and is not a recommendation to buy or sell securities. Darwin Investor Network, a DBA of The Darwin Agency, Inc. ("Darwin"), has been compensated $10,000 USD in cash by Think Ink Marketing ("Think Ink") to distribute marketing materials on behalf of REalloys Inc. (NASDAQ: ALOY).

Think Ink Marketing has been engaged by or on behalf of REalloys Inc. to create and manage this investor awareness campaign. According to publicly available disclosures, Think Ink has been provided a budget by or on behalf of REalloys Inc. to cover the costs associated with the creation and distribution of this communication, and may retain any excess funds as compensation.

This compensation creates a conflict of interest, as Darwin and Think Ink are being paid to disseminate information about REalloys Inc. Readers should assume that Darwin and Think Ink are biased sources.

Darwin does not own, and has not received, any shares or securities of REalloys Inc., and has no agreement or intent to acquire such securities.

Darwin is not registered as a broker-dealer or investment adviser and does not provide investment advice. This communication is for informational and advertising purposes only and should not be relied upon as the basis for any investment decision. Investors should conduct their own due diligence and consult with a licensed financial advisor before making any investment decisions.

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For additional information, please review REalloys Inc.'s public filings with the U.S. Securities and Exchange Commission (SEC):

https://www.sec.gov/edgar/search/#/q=REalloys

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How China Accidentally Created Its Own Rare Earth Rival

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