REalloys signs MOU with JOGMEC for U.S., Japan rare earth supply chain

Blackboxstocks (BLBX)’ merger target REAlloys signed a Memorandum of Understanding with the Japan Organization for Metals and Energy Security to establish a strategic framework for collaboration in rare earth development, technology transfer, and industrial security. JOGMEC has spent decades driving the development of non-Chinese rare earth supply chains, many of which stem from its early strategic investments. Its landmark initiatives include the Japan Australia Rare Earths partnership with Lynas Rare Earths Ltd., backed by more than A$200M, and the recent EUR 110M investment into the Caremag refinery in France. Its new collaboration with REAlloys marks JOGMEC’s first engagement with a U.S.-based rare earth company, aligning with the United States’ renewed push to expand domestic rare earth capacity and strengthen supply chain independence from China. Under the MOU, REAlloys and JOGMEC will collaborate to develop, qualify, and supply high-performance rare earth materials and magnets supporting the U.S.-Japan Alliance and the Guidelines for Defense Cooperation.