Defense stocks are surging as global tensions rise. But behind every drone, fighter jet, and submarine is a critical supply chain story most investors aren’t watching.
In this interview, we’re joined by Tim Johnston of REalloys to break down why heavy rare earth elements are essential to modern defense systems — and why China’s dominance in refining and metallization has become such a major issue.
Disseminated on behalf of REalloys Inc. (NASDAQ:ALOY). Learn more about REalloys here.
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Tim Johnston, Guest
Technical Advisor, REalloys Inc
Tim Johnston is a serial entrepreneur, investor, and energy-transition leader with deep experience in scaling advanced-materials, battery recycling, and clean-energy infrastructure companies. He previously served as Co-Founder and Executive Chairman of Li-Cycle, one of the world’s largest lithium-ion battery recycling companies, which became a publicly listed leader in circular-battery materials. Tim also served as a Partner at Blue Horizon Capital, where he contributed to the development of thematic investment strategies tied to clean energy, electrification, and advanced manufacturing. Earlier in his career, he worked in technical and commercialization roles across mining, specialty materials, and industrial innovation.
Tim advises REalloys on strategic market positioning, customer partnerships, capital strategy, policy alignment, and technology deployment as the company scales rare earth oxide production, metallization, and magnet manufacturing. His background in building multi-facility critical-materials companies gives REalloys important insight into large-scale project execution, commercialization pathways, and how to align with the EV, renewable energy, defense, and industrial markets. Tim plays a key role in helping REalloys navigate the energy-transition landscape and communicate its unique value proposition to institutional investors, government agencies, and OEM partners.
Bridget Bennett, Host
Digital Media Producer, MarketBeat
Always the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.
Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.
When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.
