ALOY REalloys Inc.

Greenland-linked rare earth stocks Critical Metals and Greenland Mines surged on Monday morning, following President Donald Trump's Friday announcement of a security agreement with Denmark. Analysts have speculated that the U.S. government could invest in Greenland's mining sector, a possibility that may be more likely following a deal that gives the U.S. a veto over "sensitive" investments in the territory by other countries. Shares of REalloys, which has an offtake agreement for 15% of Critical Metals' rare earth output from its development-stage Tanbreez Project in Greenland, surged early Monday.

Investors are mining below the headline numbers, and they dig what they discovered.

Today's heavy options volume in rare-earth magnet company REalloys Inc. (ALOY) suggests that investors may be bullish on ALOY stock ahead of its earnings next week.

The push to end China's dominance in rare earth magnets is gaining momentum as North America builds an integrated supply chain from mine to magnet.

In the span of a few months, REalloys landed a landmark U.S. Army partnership, closed $100 million in institutional financing, joined the Russell 3000, locked in feedstock deals covering billions of tonnes of material, and initiated qualification of defense-grade rare earth materials

The Army once guarded America’s gold at Fort Knox. Now it has selected REalloys for the first commercial critical-mineral processing project on a U.S. military installation—a dysprosium and terbium facility at Utah’s Tooele Army Depot.

Escalating Chinese export controls are driving a major push to establish a secure North American rare earth supply chain from mining to magnet production.