---
schema_version: "secwatch.filing_event.v1"
accession: "0001185185-26-002091"
form_type: "8-K"
ticker: "ALOY"
cik: "0001567900"
company_name: "REALLOYS INC."
filed_at: "2026-05-22T20:06:18+00:00"
generated_at: "2026-05-22T20:12:02.263331+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001185185-26-002091
- form_type: 8-K
- ticker: ALOY
- cik: 0001567900
- company_name: REALLOYS INC.
- filed_at: 2026-05-22T20:06:18+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1567900/000118518526002091/0001185185-26-002091-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1567900/000118518526002091/realloys8k052126.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001185185-26-002091
- JSON: https://secwatch.observer/filing/0001185185-26-002091.json
- Plain text: https://secwatch.observer/filing/0001185185-26-002091.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.