REalloys locks in 15-year rare earth supply deal with Critical Metals' Greenland project

Filed May 22, 2026 · Period ending May 18, 2026 · ~1 min read

Key Changes

• high

  Company committed to purchase 15% of monthly production (up to 187.5 metric tons/month) from Critical Metals' Greenland rare earth project for 15 years, securing supply of neodymium, dysprosium, and other critical materials.

  Item 1.01 verify on EDGAR →
• high

  Pricing tied to trailing 6-month market indices with 2% annual escalating floor, exposing company to commodity volatility while providing downside protection. Payable percentages range from 35% to 80% depending on element.

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• medium

  Take-or-pay penalty requires payment for uncommitted volumes plus supplier's mitigation costs if REalloys fails to accept delivery, creating cash flow risk if downstream demand weakens.

  Item 1.01 verify on EDGAR →