OilPrice.com Commentary: Former Pentagon Chief of Staff Joins Strategic Rare Earth Firm

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[{"type":"text","content":"\n\n\nOilPrice.com Commentary: Former Pentagon Chief of Staff Joins Strategic Rare Earth Firm\n\n/* Style Definitions */\nspan.prnews_span\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\na.prnews_a\n{\ncolor:blue;\n}\nli.prnews_li\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\np.prnews_p\n{\nfont-size:0.62em;\nfont-family:\"Arial\";\ncolor:black;\nmargin:0in;\n}\n\n\n\n\n\n\nCanada NewsWire\n\n\nFN Media Group Presents Oilprice.com Market CommentaryNEW YORK, April 1, 2026 /CNW/ -- REalloys (ALOY) has appointed former U.S. Secretary of Defense's Chief of Staff Joe Kasper as chair of its advisory board, placing a senior defense supply chain official at the center of its push to build a U.S.-aligned rare earth metals platform as the country faces limited domestic supply and a hard 2027 deadline requiring U.S. defense systems to eliminate Chinese-sourced inputs. Kasper has been working inside the Pentagon on the exact supply chain breakdown REalloys is now trying to fix: the absence of U.S. capacity to produce rare earth metals at scale.  Companies mentioned in today's commentary includes:  Realloys Inc. (ALOY), MP Materials Corp (NYSE: MP), USA Rare Earth, Inc. (NASDAQ: USAR), Energy Fuels Inc. (NYSE American: UUUU), Nouveau Monde Graphite Inc. (NYSE: NMG), Compass Minerals International, Inc. (NYSE: CMP).\nKasper steps in alongside retired General Jack Keane and GM Defense President Stephen duMont, forming a group with direct reach into defense procurement, policy, and the industrial base the company is targeting. That matters because this is not a theoretical gap. The U.S. still lacks meaningful domestic capacity to convert rare earth oxides into the metals and alloys that actually go into weapons systems, and that bottleneck now has a fixed deadline.The U.S. government is working on a fixed timeline. Beginning in 2027, defense procurement rules will require contractors to eliminate Chinese-origin rare earth materials across the supply chain, forcing a shift toward domestic or allied sources for the metals and magnet inputs used in weapons systems.That shift centers on a part of the supply chain the U.S. still does not control at scale—the conversion of rare earth oxides into finished metals and magnet alloys used in defense systems and advanced manufacturing.The Market is Tight an...

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