(5 February 2026 | Source: OilPrice.com)
North American REAlloys has announced a strategic partnership with Kazakhstan's AltynGroup, aimed at integrating rare earth feedstock into the North American processing chain.
The agreements provide a framework 10-year model for potential supplies and a non-binding investment intention to scale up the production of metals and alloys used, among other things, in the US defence industry.
STRATEGIC PARTNERSHIP AND OBJECTIVES
According to the American publication OilPrice.com, the agreements between REAlloys and AltynGroup Kazakhstan are aimed at integrating Kazakh rare earth resources into the North American processing chain.
The companies plan to identify mining sites in Kazakhstan, process oxides and concentrates, and then produce metals and alloys in the US via the REAlloys platform, described as '100% North American'.
According to representatives of REAlloys, the project is designed to ensure a sustainable supply of heavy and light rare earth elements, including dysprosium and terbium, for the defence industry and other critical sectors.
KEY ASSETS AND RESOURCES
One potential source of feedstock under consideration is the Kokbulak project — a concession covering 127,000 sq km in the Karaganda and Kostanay regions. The project contains over 350 million tonnes of iron ore, the tailings of which, according to the publication, contain rare earth elements.
The North American platform REAlloys already works with rare earth resources at Hoidas Lake in Saskatchewan and in Euclid, Ohio, allowing for the integration of Kazakh feedstock into the existing production network.
SIGNIFICANCE FOR THE SUPPLY CHAIN
This structure differs from common practice, where rare earth feedstock previously left North America at the concentrate stage. The new partnership allows for domestic processing control and the production of metals and alloys critical to the defence industry.
Leonard Sternheim, Chief Executive Officer of REAlloys Inc., emphasised:
"This partnership brings together one of Central Asia's most capable private enterprises with US national security interests and economic objectives."
INVESTMENT AND DEVELOPMENT
The investment commitments from AltynGroup are aimed at expanding REAlloys' operations in the US, including the only specialised rare earth metallisation facility serving US government clients such as the Defense Logistics Agency and the Department of Energy.
The partnership aims to create a sustainable North American production chain for rare earth metals and alloys, which should reduce dependence on foreign processors.