Ohio Plant Gains DoD, DOE Contracts, Fills 90% China Processing Gap
Realloys' Euclid, Ohio plant is the sole North American site delivering heavy rare earth metals and magnets under defense-grade specifications, holding contracts with DoD, DOE, and NASA. Its end-to-end, China-independent supply chain underscores the metallization bottleneck that TMC must overcome to compete in U.S. rare earth processing.
1. Ohio Facility Capabilities
Realloys' Euclid, Ohio facility combines over 40 years of specialty metals expertise to convert rare earth oxides into defense-grade metals, alloys, and permanent magnets. It holds active contracts with the Department of Defense, Department of Energy, and NASA, making it the only proven North American site for heavy rare earth processing.
2. Competitive Implications for TMC
This end-to-end, vertically integrated supply chain operates without reliance on China, highlighting the metallization step—separating and alloying raw materials—as the critical barrier for Western competitors like TMC seeking to enter defense-grade rare earth processing.
3. Global Processing Dominance
China controls approximately 90% of global rare earth refining and magnet production, underscoring the strategic importance of rebuilding domestic processing capabilities. The Euclid plant's success sets a new benchmark for U.S. supply chain resilience in critical minerals.