REalloys has signed a letter of intent with JS Link, a developer and manufacturer of advanced permanent magnets, to explore a strategic partnership aimed at building a fully integrated North American rare earth magnet supply chain.
The proposed collaboration would combine the companies’ strengths across rare earth processing, metallisation and magnet manufacturing, helping reduce dependence on overseas suppliers while supporting industries such as defence, aerospace, automotive, and advanced manufacturing.
Topic Snapshot
- REalloys and JS Link have signed a letter of intent.
- The companies plan to evaluate a North American rare earth magnet platform.
- The partnership aims to create a non-Chinese rare earth supply chain.
- The project would serve defence, aerospace, automotive, and industrial sectors.
- REalloys will contribute rare earth processing and metallisation expertise.
- JS Link will provide permanent magnet manufacturing technology.
Partnership Targets Integrated Rare Earth Supply Chain
The proposed partnership is designed to establish one of the first fully integrated, non-Chinese rare earth supply chains in North America.
The companies plan to connect every major stage of production, including:
- Rare earth feedstock
- Mineral separation
- Heavy rare earth metallisation
- Permanent magnet manufacturing
Creating a regional supply chain could improve access to strategic materials used in advanced technologies and national security applications.
Combining Expertise Across the Value Chain
Under the proposed collaboration, both companies will contribute their respective strengths.
REalloys brings:
- North American rare earth supply chain development
- Rare earth processing capabilities
- Heavy rare earth metallisation
- Government and defence relationships
- Commercialisation expertise
- Capital markets experience
JS Link contributes:
- Permanent magnet manufacturing technology
- Operational expertise
- Global manufacturing capabilities
Together, the companies will assess opportunities to build large-scale magnet production in North America.
Focus on Strategic Industries
The proposed manufacturing platform is expected to support industries that depend on high-performance permanent magnets.
Key target markets include:
- Defence
- Aerospace
- Automotive manufacturing
- Industrial equipment
Permanent magnets play an important role in electric motors, advanced electronics, robotics, and military technologies.
Commercial and Government Opportunities
The companies also plan to explore additional areas of cooperation, including:
- Manufacturing expansion
- Commercialisation strategies
- Government-backed financing programmes
- Strategic customer partnerships
- Long-term business growth
These initiatives could strengthen North America’s domestic rare earth industry and attract further investment.
Building on REalloys’ Rare Earth Strategy
The proposed agreement represents another step in REalloys’ long-term strategy to develop an integrated rare earth business.
Recent milestones include:
- A partnership with the US Army under the Army Strategic Capital Initiatives Programme to evaluate rare earth processing facilities at the Tooele Army Depot in Utah.
- Ownership of the Hoidas Lake rare earth project in Saskatchewan, which provides the company’s upstream resource base.
- A strategic partnership with the Saskatchewan Research Council.
- The acquisition of PMT Critical Minerals.
- Development of commercial-scale heavy rare earth metallisation capabilities.
The proposed partnership with JS Link would extend these activities into downstream permanent magnet manufacturing.
Growing Demand for Rare Earth Magnets
Demand for rare earth permanent magnets continues to grow as countries invest in advanced manufacturing and clean energy technologies.
These magnets are widely used in:
- Electric vehicles
- Wind turbines
- Consumer electronics
- Industrial automation
- Defence systems
Expanding North American production could improve supply security while reducing dependence on overseas manufacturers.
Closing
The proposed REalloys JS Link partnership marks another step toward creating a fully integrated North American rare earth magnet supply chain. By combining expertise in processing, metallisation, and magnet manufacturing, the companies aim to strengthen regional production capabilities and support growing demand from defence, automotive, aerospace, and other high-technology industries.
