REalloys signs 15-year rare earth offtake deal with Critical Metals for 15% of Tanbreez Phase 1

REALLOYS INC.

15% of monthly Phase 1 production (up to 15,000 mt/yr) from Tanbreez Project; initial term 15 years from first commercial delivery.
Pricing formula: market-referenced with floor price annual escalation of 2%; payable percentages NdPr 75%, Dy 80%, Tb 80%, Y 35%; recovery >85%.
Supply start must occur within 5 years, else either party may terminate; REalloys handles ocean transport and import clearance.
Offtaker shortfall penalty: average Product Price times volume plus mitigation costs minus resale proceeds; interest at SOFR + 3% on late payments.
Complements existing supply partnerships (Hoidas Lake, Sheep Creek, etc.); targets commercial production January 2027 ahead of U.S. federal rare earth restrictions.

item 1.01 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

REALLOYS INC. entered into Rare Earth Product Offtake Agreement with Critical Metals Corp (effective 2026-05-15).

Action: entry
Agreement: supply
Counterparty: Critical Metals Corp
Effective: 2026-05-15

Exact text from the filing

On May 18, 2026, REalloys Inc. (the " Company ") entered into that certain Rare Earth Product Offtake Agreement (the " Agreement ") with Critical Metals Corp, a company organized under the laws of the British Virgin Islands (" Critical Metals "), effective as of May 15, 2026 (the " Effective Date ").

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REALLOYS INC. filing history →

Source: SEC EDGAR

accession 0001185185-26-002091

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