America’s Rare Earth Reckoning Is Less Than 60 Days Away
In February 2026, President Trump announced one of the most ambitious industrial security initiatives of his presidency: Project Vault, a $12 billion strategic stockpile of critical minerals and rare earths designed to protect American manufacturers and the defense industrial base from supply disruptions. This announcement was backed by a $10 billion loan from the U.S. Export-Import Bank, the…
America's Rare Earth Crisis looms in just 60 days. President Trump's Project Vault aims to safeguard critical minerals and rare earths for defense and industry. A $12 billion stockpile backed by $10 billion from the Export-Import Bank and private capital from major corporations is a welcome move. However, the plan faces a significant hurdle: the raw materials in the stockpile can't be transformed into usable metals and magnets.
REalloys, a company working to solve this issue, is developing a North American platform capable of converting rare earth oxides into defense-grade metals, alloys, and magnets without relying on Chinese technology. Their facility in Euclid, Ohio, has successfully produced heavy rare earth metals, alloys, and magnets for government and commercial partners, including the U.S. Department of Defense, Department of Energy, and NASA.
With over 40 years of experience in specialty metals development and an AI-driven separation system that uses fewer people than comparable Chinese facilities, REalloys may hold the key to Project Vault's success.
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