One Stock To Watch As the Rare Earth War Intensifies
View original at finance.yahoo.comOne Stock To Watch As the Rare Earth War Intensifies REalloys (NASDAQ: ALOY) built something that barely exists anywhere in the Western world — a rare earth supply chain that doesn’t touch China at any step…
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An F-35 carries about 435 kilograms of rare earths
60% confidenceREalloys is currently the only North American company positioned to meet Pentagon's 2027 deadline with fully non-Chinese supply chain already in operation
60% confidenceA competitor starting from zero today would need 3-7+ years to reach comparable rare earth processing capability
60% confidenceGlobal rare earth demand will rise by 2-3x by 2030-2035 and potentially 7-10x by 2050
60% confidenceA next-generation U.S. destroyer needs 4.5 tons of rare earths
60% confidenceREalloys built a rare earth supply chain that doesn't touch China at any step
60% confidenceSRC facility produces higher purity metals with greater efficiency than conventional Chinese approach with fewer employees
60% confidenceJapan has one of the deepest rare earth buffers in the world through strategic stockpiles and corporate reserves covering years of supply
60% confidenceChina now consumes roughly 60 percent of its own rare earths for domestic manufacturing
60% confidenceUnited States and Europe have stockpiled no rare earths and run entirely on just-in-time supply from China
60% confidenceUkraine produced 1.2 million combat drones in 2024 with nearly every magnet manufactured in China
60% confidenceA nuclear submarine requires 1.5 tons of rare earths
60% confidence