REalloys (NASDAQ: ALOY) Demonstrates New Innovation for Producing Rare Earth Metals Without Hazardous Hydrofluoric Acid

Rhea-AI Summary

REalloys (NASDAQ: ALOY) announced a successful laboratory demonstration of a patent-pending hydrofluoric-acid-free (HF-free) fluorination process to produce metallization-grade rare earth fluorides from oxides. Independent testing reported a final oxygen content of 0.34 wt%, below typical 1 wt% metallization feedstock thresholds.

The company filed patent applications covering the HF-free chemistry and says the process could reduce safety, environmental, and cost burdens tied to hydrofluoric acid and support scalable North American rare earth supply chains for defense and industrial magnets.

Positive

• Produced low-oxygen fluoride: 0.34 wt% oxygen, under typical 1 wt% metallization threshold
• Patent filings submitted covering HF-free fluorination chemistry and process design
• Safer processing claim: eliminates need for hazardous hydrofluoric acid, reducing containment and handling risks

Negative

• Lab-scale demonstration only: results validated by independent lab, not yet shown at commercial scale
• No financial or timeline details provided for scale-up, production capacity, or commercialization

News Market Reaction – ALOY

-6.13% 1.6x vol

70 alerts

-6.13% Session close to close

+10.6% Peak Tracked

-16.1% Trough Tracked

$826.56M Market Cap

1.6x Rel. Volume

In the Mar 16 session, ALOY declined 6.13%, reflecting a notable negative market reaction. Argus tracked a peak move of +10.6% during that session. Argus tracked a trough of -16.1% from its starting point during tracking. Our momentum scanner triggered 70 alerts that day, indicating high trading interest and price volatility. Trading volume was above average at 1.6x the daily average, suggesting increased trading activity.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -6.1% in the session following this news. A negative reaction despite positive techn...

Analysis

The stock moved -6.1% in the session following this news. A negative reaction despite positive technology news fits a recent pattern where REalloys saw declines of -19.32%, -10.97%, and -5.72% around offerings and strategic updates. The stock traded at 11.985, well below its 17.14 200-day MA and 26.9 52-week high, indicating preexisting technical weakness. Past financing-related dilution concerns and insider net selling may continue to weigh on sentiment even as the HF-free process advances.

Key Figures

Final oxygen content: 0.34 wt% Oxygen threshold: 1 wt%

2 metrics

Final oxygen content 0.34 wt% Independent lab analysis of HF-free rare earth fluoride material

Oxygen threshold 1 wt% Typical maximum oxygen level for metallization-grade rare earth fluorides

Historical Context

5 past events · Latest: Mar 16 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Mar 16	HF-free process demo	Positive	-5.7%	Demonstrated patent-pending HF-free rare earth fluorination with low oxygen levels.
Mar 11	Facility partnership	Positive	-5.1%	Announced fully financed buildout of large heavy rare earth facility with SRC.
Mar 09	Offering closing	Negative	-11.0%	Closed upsized public stock offering producing about $50M in gross proceeds.
Mar 06	Offering pricing	Negative	-19.3%	Priced upsized $50M stock offering at $18.50 per share for funding needs.
Mar 05	Offering announcement	Negative	-19.3%	Announced intention to sell common stock for working capital and corporate uses.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent positive strategic and technology news coincided with negative price reactions, while equity offerings also saw sharp declines.

Recent Company History

Over the last several weeks, REalloys announced multiple capital and growth milestones, including a proposed and then priced and closed $50 million public offering around March 5–9, 2026, each followed by double‑digit percentage declines. A fully financed heavy rare earth metallization facility partnership on Mar 11 also saw a negative reaction. The current HF‑free process innovation on Mar 16 fits this pattern of strategic or technological progress being met with short‑term price weakness.

Key Terms

hydrofluoric acid, metallization, rare earth fluorides, rare earth oxides

4 terms

hydrofluoric acid medical

"patent-pending hydrofluoric-acid-free ("HF-free") fluorination process"

A highly corrosive industrial chemical that can dissolve glass, eat metal and burn skin on contact; think of it as a far stronger, much more dangerous version of household acid cleaners. It matters to investors because companies that use, store or transport it face strict safety rules, cleanup and liability costs, potential shutdowns and supply-chain risks, so its presence can affect regulatory compliance, operating expenses and a firm’s reputation.

metallization technical

"only proven Heavy Rare Earth Metallization Platform in the Western Hemisphere"

Metallization is the process of applying a thin layer of metal onto a surface—such as silicon chips, glass, or plastic—to create electrical connections, protective coatings, or reflective surfaces. For investors, metallization matters because it affects product performance, manufacturing cost, yield and durability: like adding wiring or a raincoat to an object, the metal layer can enable function, extend life and influence profit margins and competitive advantage.

rare earth fluorides technical

"process for producing metallization-grade rare earth fluorides from rare earth oxides"

Rare earth fluorides are chemical compounds made by combining rare earth elements with fluorine; they form powders or crystals used as raw materials or components in magnets, optical devices, phosphors and certain electronic or ceramic parts. They matter to investors because they are key links in high‑tech and clean‑energy supply chains, and their supply, processing capacity and geopolitical concentration can drive price swings and affect costs and profits across many industries.

rare earth oxides technical

"process for producing metallization-grade rare earth fluorides from rare earth oxides"

Rare earth oxides are compounds formed when rare earth elements combine with oxygen, creating powders or solids used as the raw ingredients for critical components like strong magnets, catalysts, display phosphors and some battery materials. They matter to investors because these materials are essential to many high‑growth industries and their supply is often concentrated and hard to scale, so shortages, production changes or cost swings can quickly affect manufacturers’ profits and stock values.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Proprietary Technology Eliminates One of Rare Earth Processing's Most Hazardous, Costly, and Environmentally Burdensome Steps

REalloys Extends Its Lead as the Only Proven Heavy Rare Earth Metallization Platform in the Western Hemisphere; Delivering Cleaner, Lower Cost Solutions for U.S. Defense Stockpiles

BOCA RATON, Fla., March 16, 2026 /PRNewswire/ - REalloys Inc. (NASDAQ: ALOY), a U.S.-based mine-to-magnet company and developer of advanced rare earth processing technologies, today announced the successful demonstration of a patent-pending hydrofluoric-acid-free ("HF-free") fluorination process for producing metallization-grade rare earth fluorides from rare earth oxides. The innovation expands REalloys' proprietary rare earth metallization technology platform while supporting the development of a scalable North American rare earth supply chain.

To validate the performance of the HF-free process, REalloys conducted independent laboratory testing of the resulting rare earth fluoride material. Independent laboratory analysis confirmed the production of fluoride with a final oxygen content of just 0.34 wt%, attributed primarily to surface-absorbed water, a level consistent with rare earth fluoride feedstock used in industrial rare earth metal production. Metallization-grade rare earth fluoride feedstocks typically require oxygen levels below 1 wt%.

The results demonstrate that rare earth fluorides suitable for rare earth metal production can be produced without hydrofluoric acid, one of the most hazardous chemicals traditionally used in rare earth processing, enabling a safer and more scalable approach to rare earth metallization. These results demonstrate the ability of REalloys' proprietary process to produce low-oxygen rare earth fluoride intermediates suitable for downstream metallization and alloy production.

Hydrofluoric acid is widely considered one of the most hazardous and difficult chemicals used in industrial metallurgy and remains a standard reagent in conventional rare earth fluorination processes widely used in China and other rare earth processing centers. Its extreme toxicity and corrosiveness require specialized containment systems, highly controlled handling procedures, and extensive environmental and regulatory compliance measures. These measures significantly increase operating costs, create substantial safety and environmental risks, and make fluorination using hydrofluoric acid complex and difficult to scale for rare earth processing facilities operating under Western environmental and safety standards.

In addition to improving safety, the Company believes that the HF-free process has the potential to reduce operating costs, simplify plant infrastructure, lower environmental and regulatory burdens associated with hydrofluoric acid handling, and support more resilient rare earth processing supply chains.

REalloys has filed patent applications covering aspects of the HF-free fluorination chemistry and process design used to produce metallization-grade rare earth fluorides, forming part of the company's broader portfolio of rare earth metallization technologies.

Rare earth fluorides are a critical intermediate used in the production of rare earth metals, including dysprosium, terbium, and neodymium, that are essential for high-performance permanent magnets used in F-35 fighter aircraft, missile systems, radar platforms, aerospace systems, electric vehicles, robotics, and advanced computing infrastructure.

"Hydrofluoric acid has been necessary for rare earth metallization, until now," said Lipi Sternheim, Chief Executive Officer of REalloys. "We believe this breakthrough can significantly reduce the environmental burden, safety risks, and costs traditionally associated with this critical step of rare earth processing while helping enable cleaner rare earth metal production in the United States as an alternative to the environmentally intensive processing methods that dominate rare earth production in China."

China currently dominates key midstream rare earth processing steps, including fluorination and metallization required to produce heavy rare earth metals used in high-performance magnets for missile guidance, radar systems, and other defense technologies. By eliminating the need for hydrofluoric acid in this critical step, REalloys' HF-free fluorination process could help enable scalable rare earth metal production in North America and strengthen domestic supply chains for critical defense materials.

About REalloys Inc.
REalloys Inc. is advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. REalloys' upstream foundation includes its Hoidas Lake rare-earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with the Saskatchewan Research Council, REalloys is building a platform to scale North American heavy rare earth midstream separation, refining, and metallization capabilities—creating a coordinated system that processes and converts heavy rare-earth materials from allied and domestic sources into high-purity products. Those refined materials feed directly into REalloys' downstream manufacturing operations in Euclid, Ohio, where the company produces advanced heavy rare earth metals, alloys and magnet components for defense, clean-energy, and high-performance industrial applications. REalloys' Ohio facility serves federal logistics and procurement agencies supporting the Department of Defense, the Department of Energy, and National Aeronautics and Space Administration, in addition to the broader Defense Industrial Base and Organic Industrial Base.

REalloys Inc.
Angela Gorman
Communications, REalloys
angela@amwpr.com
www.realloys.com

Safe Harbor Clause and Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of applicable securities laws, including the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding the potential scalability, commercial applicability, and future development of REalloys' patent-pending HF-free fluorination technology; the ability of the technology to support rare earth metal production, alloy production, and broader metallization processes; the potential safety, environmental, regulatory, operational, and supply chain benefits of eliminating hydrofluoric acid from this step of rare earth processing; the suitability of the resulting rare earth fluorides for downstream metallization and industrial applications; the strength, expansion, or competitiveness of North American rare earth supply chains; the potential role of the technology in supporting U.S. defense and critical materials markets; intellectual property protection and patent application outcomes; and the Company's future strategic, operational, technological, or commercial plans. Words such as "anticipate," "believe," "could," "expect," "intend," "may," "plan," "potential," "project," "should," "target," "will," and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements contain such words.

Forward-looking statements are based on current expectations, assumptions, and estimates and involve known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those anticipated. Such statements are inherently subject to significant risks and uncertainties, many of which are beyond the Company's control. These statements are not guarantees of future performance, and actual results may differ materially from those expressed or implied.

Factors that could cause actual results to differ materially include, but are not limited to: the ability to further validate, optimize, scale, and commercialize the Company's HF-free fluorination technology; whether laboratory results will be replicated in pilot, commercial, or continuous production environments; technical, engineering, or process performance issues; challenges in producing rare earth fluorides at consistent quality, purity, or oxygen levels suitable for downstream applications; feedstock variability; equipment performance; supply chain, logistics, or raw material constraints; environmental, health, safety, permitting, and regulatory requirements; the outcome and scope of patent applications and intellectual property protection; dependence on third-party testing, suppliers, and partners; customer qualification and adoption timelines; changes in market demand, rare earth pricing, or competitive technologies; changes in government policy, trade policy, defense procurement requirements, or critical minerals strategy; geopolitical developments; capital availability; and general macroeconomic, industry-specific, or capital market conditions.

There can be no assurance that the Company's HF-free fluorination technology will be successfully scaled, commercialized, adopted by customers, achieve the expected safety or operational benefits, or materially strengthen domestic rare earth supply chains.

All forward-looking statements speak only as of the date of this press release. The Company undertakes no obligation to update or revise any forward-looking statements to reflect subsequent events, new information, or changes in expectations, except as required by law. Readers are cautioned not to place undue reliance on forward-looking statements.

For a discussion of additional risks and uncertainties that could affect the Company's business, financial condition, and results of operations, please refer to the Company's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K, Quarterly Reports on

Form 10-Q, and other periodic reports available at www.sec.gov.

Disclosure Information
REalloys uses and intends to continue using its Investor website at www.realloys.com as a means of disclosing material non-public information and for complying with Regulation FD. Investors should monitor this site, along with the Company's press releases, SEC filings, public conference calls, and webcasts.

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SOURCE REalloys Inc.

FAQ

What did REalloys (ALOY) demonstrate about HF-free fluorination on March 16, 2026?

They demonstrated a patent-pending HF-free fluorination process producing metallization-grade fluorides with low oxygen content. According to REalloys, independent lab analysis showed a final oxygen level of 0.34 wt%, below typical 1 wt% metallization feedstock requirements.

How does ALOY's HF-free process affect rare earth fluoride safety and costs?

The process removes the need for hydrofluoric acid, reducing major safety and handling burdens. According to REalloys, this could simplify infrastructure, lower environmental compliance costs, and reduce operating complexity for rare earth processing.

Does REalloys (ALOY) have patents for the HF-free fluorination technology?

Yes, REalloys has filed patent applications covering aspects of the HF-free chemistry and process design. According to REalloys, the filings are part of its broader rare earth metallization intellectual property portfolio.

Will ALOY's HF-free method enable U.S. rare earth supply chain scaling?

The company says the HF-free process could support scalable North American rare earth production and defense stockpiles. According to REalloys, eliminating HF may enable cleaner, more scalable metallization under Western standards.

What evidence supports REalloys' claim that HF-free fluorides are metallization-grade?

Independent laboratory testing confirmed fluoride with 0.34 wt% oxygen, consistent with metallization feedstock specifications. According to REalloys, this oxygen level is primarily from surface-absorbed water and meets typical industry thresholds.