Story perspectives

REalloys Launches Ohio Magnet Supply Chain Ahead of 2027 Ban

4/28/2026

Summary

Story summary

REalloys (NASDAQ: ALOY) is creating a “mine-to-magnet” supply chain before the Jan 1 2027 ban on Chinese defense magnets.
Phase one starts in 2027 in Ohio, converting recycled magnets into metals with $50 million after an MOU with U.S. Critical Materials secured 10 % from Montana’s Sheep Creek deposit.
Clear Street gave a Buy rating with a $35 target, warning inventories are down to months and rare-earths are hard to replace, per CEO Lipi Sternheim.

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Story summary

REalloys (NASDAQ: ALOY) is creating a “mine-to-magnet” supply chain before the Jan 1 2027 ban on Chinese defense magnets.
Phase one starts in 2027 in Ohio, converting recycled magnets into metals with $50 million after an MOU with U.S. Critical Materials secured 10 % from Montana’s Sheep Creek deposit.
Clear Street gave a Buy rating with a $35 target, warning inventories are down to months and rare-earths are hard to replace, per CEO Lipi Sternheim.