Less than 60 days remain before a major defense deadline hits the market. Starting January 1, 2027, the DFARS rules bar Chinese-origin rare earth metals and magnets from U.S. defense systems, including the F-35, submarines and aircraft carriers. Anupam Ghildial says China currently makes over 90% of light rare earths, 97% of heavy rare earths and over 90% of magnets, while the U.S. produces only about 1% of the magnets it needs.
In this interview, Anupam Ghildyal with REalloys breaks down the deadline could mean for critical materials and defense stocks, and why he says the election won’t change it. He also explains how long it could take to rebuild rare earth processing in the U.S., why he believes demand for domestic supply is so strong, and what the long-term outlook looks like for investors.
Learn more here.
Disclosure/Disclaimer: We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk. This video was conducted on behalf of REalloys Inc. and was funded by Think Ink Marketing. For our full disclaimer, please visit here.
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.
Anupam Ghildyal, Guest
COO, REalloys
Anupam has been integral in building over ten startups, serving as a co-founder, founding team member, or founding investor across the manufacturing, materials, energy, and technology sectors. He co-founded three companies focused on breakthrough innovations: low-cost direct lithium extraction from brines, lead-acid battery regeneration, and domestic production rare-earth metals and magnets. Anupam was also a part of the founding team at VulcanForms, that has set up the highest throughput metal additive manufacturing facility in North America to reindustrialize American metal manufacturing.
Anupam has a track record of accelerating early- and growth-stage companies from ideation and prototyping to full commercialization. His expertise spans technology and product development, team building, commercialization, financial management, capital raising, and corporate development. He has helped launch over 20 products, raised more than $1 billion in funding, and established manufacturing and sales operations across the globe.
