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(Nasdaq: ALOY) Targets A Nearly $20Bn Rare Earth Magnets Market For Disruption



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(Nasdaq: ALOY) Targets A Nearly $20Bn Rare Earth Magnets Market For Disruption


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March 30th

Greetings, Friend!


At the heart of efforts to electrify transportation, secure defense systems, and upgrade power grids lies something surprisingly small: the rare earth magnet.


These compact sources of power transform electricity into movement, driving EV drivetrains, guiding drone rotors, powering radar systems, and animating industrial robots.


Though seldom seen, they anchor the 21st‑century economy—and their capabilities rest on just four critical elements: neodymium (Nd), praseodymium (Pr), dysprosium (Dy), and terbium (Tb).

Without these elements, vast downstream industries in defense, technology, and energy simply cannot function.


It is at this strategic junction that REalloys Inc. (Nasdaq: ALOY) has positioned itself, building a Rare Earth Mine‑to‑Magnet platform in the Western Hemisphere designed to answer both market demand and national security imperatives.

A Market Growing Faster Than the Headlines


Rare earth magnets underpin a market valued at roughly $20Bn annually, with demand shaped by how deeply magnets are embedded across energy, industrial, and defense systems.


They sit at the core of products and platforms representing $Tn's in downstream value, from global EV fleets to grid‑scale power electronics and advanced weapons systems.


Under high‑adoption scenarios modeled by Morgan Stanley, demand for rare earth magnets is expected to increase roughly 40–50X over the coming decades as electrification, automation, and defense platforms scale in parallel.


Even in nearer‑term base and high cases, Morgan Stanley forecasts magnet demand rising roughly 3–5 X over the coming decade, driven by higher magnet intensity in electric vehicles, grid equipment, and defense systems.


Beyond the coming decade, additional growth is expected as robotics and automation scale, a trajectory examined by Adamas Intelligence in its analysis of NdFeB (neodymium-iron-boron) demand and humanoid robotics.


Benchmark Mineral Intelligence likewise points to sustained growth in NdFeB magnet demand, with EVs and industrial automation driving near‑term increases and robotics emerging as a longer‑term source of incremental demand.


A Structural Problem in Rare Earth Supply


Despite decades of technological progress, rare earth markets remain structurally unbalanced.


Roughly 90% of global rare earth processing and magnet production is concentrated in China, which dominates separation, refining, and magnet fabrication.


Pricing and availability are largely anchored there, with export licensing and policy choices acting as gating mechanisms for non‑Chinese buyers.


In 2026, Western prices for critical heavy rare earth oxides, including dysprosium, terbium, and yttrium, diverged sharply from Chinese levels, with European oxides trading at multiples of domestic Chinese prices.


China has tightened control over upstream and midstream capabilities by restricting exports of specialized processing technology, equipment, and chemicals, and by implementing end‑use certification rules that effectively block rare earth exports into defense‑related applications.


REalloys believes that these measures compress the timeline for establishing compliant, non‑Chinese supply and reduce substitution options for downstream users.


In the United States, this exposure is being addressed through policy: starting in 2027, Department of War sourcing waivers expire, and defense contractors will no longer be permitted to use Chinese‑origin rare earth materials in qualifying systems.


At the same time, the capital environment has shifted.


Federal programs including the Restoring American Mineral Dominance framework (IRA manufacturing incentives), the Defense Production Act, and financing through DOE’s Loan Programs Office and EXIM are structured to accelerate commercial build‑out of domestic rare earth separation and magnet manufacturing.


In aggregate, approximately $2.5Bn has been committed by the U.S. government toward rare earth and magnet supply chain in-vest-ments.


REalloys Inc. (Nasdaq: ALOY) entry is timed to coincide with this convergence of policy, capital, and demand.

REalloys: A Mine‑to‑Magnet Model Built for 2027


REalloys Inc. is constructing what it describes as the Western Hemisphere’s first fully integrated heavy rare earth Mine‑to‑Magnet platform.


The company’s mission is to establish a sustainable, vertically integrated rare earth ecosystem in North America capable of supplying magnets to defense, clean energy, and electric mobility markets.


Its platform integrates three core stages of the value chain:


  • Upstream: Mining and concentrate production from the Hoidas Lake deposit in Saskatchewan, alongside strategic offtake agreements covering primary mineral concentrates, recycled materials, and non‑conventional sources.


  • Midstream: Separation and metallization in partnership with the Saskatchewan Research Council (SRC).


  • Downstream: Metal alloying and magnet manufacturing at the Euclid, Ohio facility.


This architecture is designed to convert raw mineral feed into finished rare earth magnets within one continuous North American ecosystem.


The company’s modular expansion model allows it to scale magnet production line by line across the U.S., matching demand growth while maintaining capital discipline and compliance with U.S. and allied sourcing requirements.


REalloys Phased Buildout Toward Full Midstream Leadership

Phase 1 – Early Production with SRC


The SRC began construction of its Rare Earth Processing Facility (REPF) in 2023, with mechanical completion currently targeted for late 2026 to early 2027.


The facility was designed from the outset to operate without reliance on Chinese‑origin technology, equipment, controls, or consumables.


It is configured to process a range of feedstock types, including monazite, bastnasite, and recycled rare earth materials, supported by supply agreements covering the first five years of operation.


REalloys has agreed to fund upgrades that expand the plant’s capacity to approximately 525 tonnes per year of NdPr metal, around 30 tonnes of dysprosium oxide, and 10 tonnes of terbium oxide.


At that scale, the facility is currently expected to represent the largest source of heavy rare earth oxides outside China, located within North America and positioned to supply U.S. protected markets.


In return for its in-vest-ment and a prepayment, REalloys has secured 80% of the plant’s production under an exclusive offtake arrangement.


As an extension of the REPF, REalloys and SRC plan to construct a modular heavy rare earth oxide‑to‑metal conversion unit designed to convert dysprosium and terbium oxides into finished metals suitable for high‑temperature and defense‑grade magnet applications.


The system will be engineered, assembled, and commissioned by SRC in Canada before being relocated to REalloys’ Euclid, Ohio facility, leveraging metallization expertise at its wholly owned subsidiary, PMT Critical Metals.


Production is expected to begin in early 2027 to meet the 2027 U.S. defense sourcing requirement.


Phase 2 – Scale and Depth


A feasibility study for a second facility, the “REA REPF,” outlines targeted annual production of about 245 tonnes of heavy rare earth metals, roughly 200 tonnes of dysprosium and 45 tonnes of terbium, and 3,000 tonnes of NdPr metal, using similar processing techniques and diversified feedstock, including recycled materials. 


Non‑binding offtake commitments from CRML and St George provide early market support, with additional concentrate expected from REalloys’ 100%‑owned Hoidas Lake asset and third‑party suppliers.


Hoidas Lake, in northern Saskatchewan, hosts measured and indicated resources of roughly 2.2Mn tonnes grading 1.9% TREO and inferred resources of about 1.6 Mn tonnes grading 2.1% TREO.


Neodymium and praseodymium make up around 27% of total rare earth oxides, with dysprosium and terbium contributing another 0.5%.


Its proximity to SRC’s infrastructure and location in a stable mining jurisdiction make it a credible upstream feedstock within the REalloys supply chain.


Downstream, the Euclid, Ohio metal and magnet facility would serve as the operational anchor of REalloys’ U.S. strategy.


Developed under PMT Critical Metals and affiliates Powdermet Inc. and Terves LLC, the site is fully compliant with U.S. Department of War sourcing requirements with a strong track record of developing heavy rare earth metals, alloys, and magnets.


With more than three decades of experience in advanced metal and magnet processing, and capabilities from pyrometallurgy through sintering, grain boundary engineering, and coating, Euclid translates REalloys’ upstream and midstream strengths into finished magnet products.


Technology and Midstream Capability


In rare earth supply chains, the primary constraint outside China is not mining or separation, but metallization, the oxide‑to‑metal step.


Through its acquisition of PMT Critical Metals, REalloys controls a heavy rare earth metallization platform in North America, built on more than 30 years of specialty metals work and eight years of focused metallothermic and calciothermic processing with U.S. national laboratories and the Defense Logistics Agency.


The resulting closed‑cycle process converts dysprosium, terbium, samarium, gadolinium, and mixed rare earth streams into high‑purity metals while reclaiming byproducts and eliminating waste streams that typically constrain scale and permitting.


By pairing SRC’s large‑scale separation infrastructure with PMT’s metallization platform and the Euclid magnet facility, REalloys Inc. (Nasdaq: ALOY) secures the most difficult segment of the value chain and establishes a domestic foundation for magnet manufacturing.


In that context, 5 Potential Catalysts stand out for REalloys Inc. (Nasdaq: ALOY):


1.) On‑time completion and ramp‑up of SRC’s REPF in early 2027.


2.) Successful commissioning and relocation of the Dy/Tb oxide‑to‑metal conversion unit to Ohio.


3.) Conversion of non‑binding offtake agreements into long‑term, binding contracts.


4.) Positive results from the 2026–2027 Hoidas Lake drilling and permitting program.


5.) Additional U.S. or allied policy actions that further prioritize non‑Chinese rare earth and magnet supply.

-----


Coverage is officially a "Go" on REalloys Inc. (Nasdaq: ALOY).


Updates will be coming out soon. Make sure to keep your eyes peeled.


All the best,

Dane James

Editor Market Pulse Today


Source

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(Remember: St-ock Prices Could Be Significantly Lower Now From The Original Dates I Provided.)


*MarketPulseToday.com (“MarketPulseToday” or “MPT” ) is owned by Thousand Sun Media LLC, MPT is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile MPT brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors.


Pursuant to an agreement between Thousand Sun Media LLC and TD Media LLC, Thousand Sun Media LLC has been hired for a period beginning on 03/30/2026 and ending on 03/31/2026 to publicly disseminate information about (ALOY:US) via digital communications. Under this agreement, TD Media LLC has paid Thousand Sun Media LLC seven thousand five hundred USD ("Funds"). These Funds were part of the seventy five thousand USD funds that TD Media LLC received from a third party named LFG Equities Corp. who did receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices.


Neither Thousand Sun Media LLC, TD Media LLC and their member own shares of (ALOY:US).


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6 Reasons Why Surf Air Mobility (NYSE: SRFM) Tops Tuesday's Watchlist



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6 Reasons Why Surf Air Mobility (NYSE: SRFM) Tops Tuesday's Watchlist


Consider Starting Your Own Research On (NYSE: SRFM)...


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March 30th

Dear Reader,


Regional aviation is a multi-Bn dollar industry held together with phone calls and spreadsheets.


Charter brokers spend hours manually sourcing aircraft that should take minutes. Operators schedule crews without any real-time visibility into fleet-wide performance. Aircraft owners have almost no insight into how their assets are being used.


The industry is flying millions of passengers every year on infrastructure that was never built for modern data.


5,000 underutilized regional airports are scattered across this country. More than 90% of Americans live within 30 minutes of one. And the market connecting them is projected to reach $75Bn to $115Bn by 2035 according to McKinsey.


There is no unified platform tying any of it together.


That is the gap Surf Air Mobility (NYSE: SRFM) was built to fill. Not just as an airline. As a platform company that operates one of the largest regional airline networks in the United States as the real-world proving ground for its own technology.


Right now, with a Palantir-powered AI operating system going to market in 2026 and a landmark electric aviation deal just closed, this is an interesting story in an exciting industry.


Keep reading to learn more about Surf Air Mobility (NYSE: SRFM).

Surf Air Mobility (NYSE: SRFM) is not a pre-revenue startup. It is not a pitch deck with a five-year runway to commercialization.


This is an operating airline that flew 300,000 passengers in 2025, executed over 60,000 scheduled departures, and generated over $106Mn in revenue.


The company operates under the Southern Airways and Mokulele Airlines brands with a fleet of 38 Cessna Caravan aircraft and interline agreements with American, United, Hawaiian, Alaska, and Japan Airlines, potentially connecting its route network to a combined annual passenger base of approximately 435 million travelers on partner networks.


Q4 2025 marked the third consecutive quarter of positive Adjusted EBITDA in airline operations. The airline operations delivered full-year 2025 positive Adjusted EBITDA.

The growth story is just starting.

By the Numbers. And By the Shareholders.

The top five non-insider institutional shareholders include Palantir at ~7.7%, Vanguard at ~3.6%, Geode Capital Management, BlackRock, and The Colony Group as of March 2026. These are not retail speculators chasing a headline.


These are institutions.

SurfOS: The Operating System Regional Aviation Has Been Waiting For.


The private aviation and regional air mobility market is worth tens of Bn's of dollars. And it is held together with spreadsheets.


Data lives in silos across dozens of incompatible legacy systems. No single platform ties operators, brokers, and aircraft owners together. No one can see the whole picture.


Surf Air Mobility (NYSE: SRFM) built SurfOS to solve this. An all-in-one, AI-enabled operating system for private aviation and air mobility, powered by Palantir's Foundry and AIP platforms.


And the company holds a five-year exclusive agreement with Palantir to configure and sell this software into the Part 135 regional aviation market.


No other company can offer this platform. That exclusivity is a structural moat.

SurfOS has three flagship products targeting critical participants in the ecosystem. BrokerOS gives charter brokers AI-powered aircraft sourcing, automated quoting, and Palantir analytics. OperatorOS is designed to give Part 135 operators AI-driven crew and aircraft scheduling, compliance automation, and a pilot mobile app. OwnerOS gives aircraft owners real-time asset monitoring, utilization insights, and full transparency into how their fleet is being used.


Surf Air Mobility (NYSE: SRFM) is testing SurfOS on its own operations before offering it to the market. Real flights. Real brokers. Real operators. Real data. By year-end 2025, the company had signed over 17 letters of intent and beta agreements with third-party brokers and operators. The commercial rollout is targeted for 2026, backed by $26Mn in dedicated funding for SurfOS.


The 440-plus operator relationships built since inception are the initial potential distribution channel.


The product is proving itself. The customers are beginning to line up. The only thing left is to launch this year.

Palantir Is Not Just a Partner. They Are One of the Largest Shareholders.


Palantir Technologies (NASDAQ: PLTR) is the $340Bn AI company that built battlefield intelligence systems for the Pentagon and helped track global disease outbreaks for the CDC.


Their Global Head of Commercial said publicly: "This is the next chapter of our partnership with Surf Air."


And in October 2025, Surf Air Mobility (NYSE: SRFM) appointed Shawn Pelsinger to its board of directors. Pelsinger spent ten years as Global Head of Corporate Development and Senior Counsel at Palantir, where he personally built the Surf Air relationship. He also architected Skywise, the Palantir and Airbus partnership that became the global data backbone for commercial aircraft maintenance.


When the architect of the Palantir aviation playbook joins your board, pay attention.

Hawaii Is Not Just a Route Network. It Is the Blueprint for Electric Aviation.


Through its Mokulele Airlines subsidiary, Surf Air Mobility (NYSE: SRFM) operates the largest commuter airline in Hawaii by scheduled departures. 9 airports. 10 routes. Over 224,000 passengers per year. An average stage length of 56 miles.


That number is the entire thesis.


The first generation of commercial electric aircraft are being designed for exactly this distance. Short. High frequency. Point to point. Every Mokulele flight is a data point, a proof of concept, and a future deployment opportunity for electrified aircraft.

On March 12, 2026, Surf Air Mobility (NYSE: SRFM) announced a strategic partnership with BETA Technologies to launch commercial electric aircraft service, starting in Hawaii. The deal includes a firm order for 25 electric aircraft, with options for up to 75 more. Surf Air also plans to support cargo operations, future passenger service, charging infrastructure, and aircraft maintenance.

"As a regional airline with real operational discipline, Surf Air Mobility has been reshaping mobility for a long time. We're proud to partner with them on this next step to electrify their fleet." - Kyle Clark, Founder and CEO, BETA Technologies


BETA's ALIA aircraft has already flown over 100,000 nautical miles in real-world operations. The infrastructure, the routes, the airport access, and the operating expertise are all in place today.

A $75Bn to $115Bn Market. And the Platform to Own It.

McKinsey projects the global regional air mobility market at $75 to $115Bn by 2035. NASA has called it transformational for American transportation. 5,000 underutilized regional airports. 90% of Americans within 30 minutes of one.


The market is primed for a platform solution. And the only company building that platform is already operating one of the largest regional networks in America.

Consider Starting Your Own Research On (NYSE: SRFM)...


Company Website | Corporate Presentation

6 Reasons Why Surf Air Mobility (NYSE: SRFM) Is Topping Our Watchlist


1. Real Revenue. Real Passengers. Real Operations:


Surf Air Mobility (NYSE: SRFM) generated $106.6Mn in revenue in 2025 and flew over 300,000 passengers on 60,000 flights. This is not a pre-revenue science project. It is an operating business with real unit economics, a real fleet, and interline partnerships with American, United, Hawaiian, Alaska, and Japan Airlines.


2. Full-Year Airline Pro-fit-ability:


Q4 2025 delivered $26.4Mn in revenue. The airline achieved full-year 2025 positive Adjusted EBITDA. The pre-revenue eVTOL peers are still burning cash on prototypes. Surf Air Mobility (NYSE: SRFM) is already flying and already pro-fit-able in airline operations.


3. SurfOS Goes to Market in 2026 With $26Mn in Dedicated Funding:


The AI operating system for regional aviation is being proven on internal operations and going to market this year. 17 letters of intent and beta agreements already signed. The 440-plus operator relationships are the distribution channel. The product works. The rollout is funded.


4. An Exclusive Palantir Partnership No Competitor Can Replicate:


The five-year exclusivity agreement gives Surf Air Mobility (NYSE: SRFM) the sole right to configure and sell this software to the Part 135 regional aviation market. Palantir is the largest non-insider shareholder at ~7.7%. The architect of the Palantir aviation playbook sits on the board. This cannot be copied overnight.


5. Electric Aviation Push Just Got Bigger:


25 BETA Technologies ALIA electric aircraft on firm order. Options for 75 more. Hawaii is the launch market. Mokulele's average stage length of 56 miles is precisely the distance these aircraft are designed for. The infrastructure to launch is already in place.


6. A $75Bn to $115Bn Market. And (SRFM) Has Barely Scratched the Surface:


McKinsey projects $75 to $115Bn by 2035. NASA calls it transformational. 5,000 regional airports. 90% of Americans within 30 minutes of one. And the only company building the software platform for this industry is already operating one of the largest regional networks in America.

Before you go, it might be worth taking a look at why (NYSE: SRFM) has landed front and center.


This is an operating airline with $106.6Mn in real revenue, 300,000 real passengers, and full-year airline pro-fit-ability. It holds an exclusive Palantir partnership no competitor can replicate, and the architect of the Palantir aviation strategy is now sitting on the board.


SurfOS goes to commercial launch in 2026 with $26Mn in dedicated funding and 17 signed beta agreements already in hand. The BETA Technologies deal puts 25 firm electric aircraft on order and positions Hawaii as the first commercial electric passenger aviation market in the country.


HC Wainwright has reiterated a $12 target. Top shareholders include Palantir at ~7.7%, Vanguard, BlackRock, and Geode. The co-founder is in. The Palantir playbook architect is on the board. Company guidance forecasts 20% to 30% year-over-year revenue growth for 2026.


With a $75Bn to $115Bn market on the horizon and a company sitting at the intersection of AI-powered software, electric aviation, and real airline operations, the gap between where this company is and where it could go is difficult to ignore.


We will have our eyes on (NYSE: SRFM) Tuesday.


Keep a lookout for updates coming soon.


And as always, please remember to do your own research.


Sincerely,

FierceAnalyst | Jaks Swift

Editorial Writer



(Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)


*FierceInvestor (FierceInvestor . com) is owned by SWN Media LLC, a limited liability company. Data is provided from third-party sources and FierceInvestor ("FI") is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile I bring to your attention. We do not provide personalized fin-ancial advice, are not finan-cial advisors, and our opinions are not suitable for all in-vest-ors.


Pursuant to an agreement between SWN Media LLC and TD Media LLC, SWN Media LLC has been hired for a period beginning on 03/30/2026 and ending on 03/31/2026 to publicly disseminate information about (SRFM:US) via digital communications. Under this agreement, TD Media LLC has paid SWN Media LLC seventeen thousand five hundred USD ("Funds"). To date, including under the previously described agreement, SWN Media LLC has been paid one hundred thirty six thousand five hundred USD ("Funds"). These Funds were part of the seventeen thousand five hundred USD funds that TD Media LLC received from a third party named LFG Equities Corp. who did not receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices.


Neither SWN Media LLC, TD Media LLC and their member own shares of (SRFM:US).


Please see important disclosure information here: https://fierceinvestor.com/disclosure/srfm-bltph/#details

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