REalloys has secured a major supply agreement for heavy rare earth elements critical to U.S. defense technologies by signing a 15-year contract to purchase a portion of output from Greenland’s Tanbreez project. This deal guarantees the company 15% of Phase 1 production from one of the world’s largest heavy rare earth deposits. The contract represents a key step in reducing American reliance on Chinese sources amid forthcoming Pentagon restrictions on Chinese-origin materials.
The Tanbreez deposit contains substantial quantities of Dysprosium and Terbium—two essential elements used in the manufacture of advanced military hardware such as fighter jets, missile systems, radar, and drones. These heavy rare earths are more strategically important and scarce than the lighter rare earth elements that dominate most global mining operations. The deal significantly broadens REalloys’ expanding portfolio of Western supply agreements.
REalloys is building one of the few integrated heavy rare earth metallization and magnet production facilities outside China, with operations based in Euclid, Ohio. There, the company converts rare earth oxides into defense-grade metals, alloys, and NdFeB permanent magnets used in cutting-edge defense and industrial applications, including electric vehicles and robotics. The Greenland offtake complements REalloys’ existing partnerships, including rights to most of the Saskatchewan Research Council’s rare earth processing output and stakes in other North American rare earth deposits, such as Sheep Creek in Montana and Hoidas Lake in Saskatchewan.
The Tanbreez agreement arrives ahead of the Pentagon’s impending ban on Chinese-sourced rare earth materials, set to take effect within seven months. It positions Greenland as an emerging Western stronghold in the global rare earth supply chain. While past U.S. efforts to gain control over Greenland’s resources faced political hurdles, REalloys’ deal taps directly into these critical minerals essential for national security.