Utah rare earths project could reduce dependence on China for critical minerals

Impact · against what's priced in

REalloys Inc. has made marginal progress toward a domestic supply chain for heavy rare earths via a non-binding term sheet with the Army. However, the non-binding nature of the agreement and a timeline extending to 2029-2030 limit the immediate catalyst potential for the stock.

Scored by the NIS engine · methodology.

• supply chain▲8%
• china
• critical minerals
• defense
• military industrial base
• national security
• rare earths
• utah

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