| Last century, wars were fought over oil. The 21st century will be won or lost on rare earth elements. 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. And in today's warfront, the dependency is existential. 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 - a dangerous chokepoint that could be cut at any time. REalloys (NASDAQ: ALOY) 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. With a proprietary tech stack that's 100% independent of Chinese equipment, paired with an AI-optimized refining engine, the company plans to deliver 99.5% purity metals required for the next-generation. See how REalloys (NASDAQ: ALOY) is building
an "uncuttable" sovereign supply chain.
Tomorrow Investor | 
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