REalloys’ Ohio Plant to Produce 400 Tonnes of Rare Earths, Scaling to 600, Easing AMD Supply
REalloys’ Ohio metallization facility aims to produce 400 tonnes of rare earth metal by end-2027, scaling to 600 tonnes to restore domestic rare earth supply. AMD’s AI data center hardware relies on permanent magnets and benefits from reduced Chinese supply and potential $200m Ex-Im Bank backing.
1. REalloys' Ohio Metallization Facility
REalloys has brought rare earth oxide metallization back to North America with its Euclid, Ohio plant, marking the first industrial‐scale conversion of separated oxides into high‐purity metals and alloys for permanent magnets outside China.
2. Production Targets and Scaling
The facility targets roughly 400 tonnes of rare earth metal output annually by the end of 2027, with plans to reach approximately 600 tonnes as Phase 1 expands, closing a critical gap in the Western supply chain.
3. Federal Contracts and Financing
The project has secured a Defense Logistics Agency contract to engineer a modular samarium and gadolinium production line capable of 300 tonnes per year, and an Export‐Import Bank letter of interest for up to $200 million to support midstream expansion.
4. Implications for AMD Supply Chain
With domestic metallization capacity increasing, AMD's AI data center hardware—dependent on high-performance permanent magnets—should see reduced reliance on Chinese suppliers and greater security of rare earth materials.