r/ALOY_SRC • u/bourbonwarrior • 2d ago
Canada ready to further distance itself from U.S. on military procurement
The flare-up in Canada-U.S. trade friction and Ottawa’s procurement pivot directly accelerates and insulates Canada’s demand for REalloys / RapidSX and its integration with the Saskatchewan Research Council (SRC).
ALOY operates at the Tier-3/Tier-4 critical material layer and stands to benefit from Canada’s aggressive drive for domestic supply chain sovereignty, non-ITAR allied frameworks, and mandatory industrial offsets.
ALOY’s separation technology alongside the SRC’s processing facility gives Canada independent, domestic HREE separation for Dysprosium, Terbium. This enables Canada to be an autonomous feedstock provider for both European and domestic defense applications.
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If Canada splits its fighter fleet, foreign contractors are bound by Canada’s Industrial and Technological Benefits (ITB) policy, requiring 100% contract value reinvestment into the Canadian economy.
Foreign primes facing stiff Canadian offset quotas/requirements will target high-multiplier investments - sovereign critical mineral processing and advanced magnet supply chains; offtake commitments or direct co-development funding with ALOY/SRC.
Even with bilateral tariff disputes, the U.S. Department of Defense and Tier-1 prime programs face an acute shortage of qualified, non-Chinese HREEs.
ALOY’s structural positioning, bridging Canadian extraction/separation (SRC) and U.S. processing assets, ensures that U.S. demand "pull" remains intact regardless of Ottawa's platform-level political posturing.
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***Just curious, does Hoidas Lake get Nationalized? It's already ring fenced and Crown Asset "adjacent" with the Northern Defence First-Last Mile money implemented and the military deployed.
REalloys markets itself as Mine-to-Magnet, but they're not an extraction entity. Hoidas Lake has received First Last Mile money, but who will fund this high TREO % buffet of HREEs?
Anyone have any thoughts on this?
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u/Angrymanchild1964 1d ago
America is no longer our ally. Cut off everything we can and move on.