REalloys Inc. (NASDAQ: ALOY) announced the appointment of Joe Kasper as Chair of its Advisory Board. Kasper most recently served as Chief of Staff to the U.S. Secretary of Defense and led efforts addressing critical material supply chain vulnerabilities across U.S. defense and national security strategic imperatives as a Special Government Employee in the Office of the Secretary of Defense. His appointment unites three significant figures in American defense at REalloys: Kasper joins Chairman Stephen duMont, President and CEO of GM Defense, and General Jack Keane, a retired four-star General and former Vice Chief of Staff of the U.S. Army.
The shared mission of this leadership team is to secure America's heavy rare earth supply chain for the U.S. Defense Industrial Base with zero Chinese involvement, spanning from feedstock and reagents to equipment and intellectual property. This strategy reflects REalloys' approach of combining national security expertise, defense industry leadership, and government relationships to identify and secure high-grade strategic rare earth assets. The company is building what it describes as the only Western supply chain capable of delivering defense-critical materials like dysprosium and terbium without any dependency on China, which currently controls heavy rare earth metallization capabilities and restricts exports.
Kasper brings over twenty years of senior federal service spanning the U.S. House of Representatives, the Department of Homeland Security, and the Department of Defense. Appointed by President Donald J. Trump as Chief of Staff to Secretary of Defense Pete Hegseth, he served as principal advisor and operational leader of the Office of the Secretary of Defense. His prior roles included multiple senior positions at the Department of Defense during the first Trump administration, supporting the Secretaries of Defense, Navy, and Air Force, and service at the Department of Homeland Security as Deputy Assistant Secretary for U.S. Senate Affairs and Senior Advisor for Strategy, Policy, and Plans. A U.S. Air Force veteran, Kasper is a Principal at Ervin Graves Strategy Group.
As Chair, Kasper will work with General Keane and Chairman duMont to strengthen REalloys' relationships across the Department of Defense and the Defense Industrial Base while coordinating with allied feedstock partners globally. They aim to help REalloys identify strategic assets, navigate government procurement, and secure a sovereign, China-free supply of heavy rare earth metals essential for modern defense systems. Kasper stated that the convergence of rare earth supply chain security and national defense readiness is a defining strategic challenge, noting REalloys is addressing it with the seriousness the situation demands. He emphasized the Defense Industrial Base's acute need for a domestic, zero-China-nexus source of rare earths, particularly heavy rare earths like dysprosium and terbium.
Stephen duMont, Chairman of REalloys, described the appointment as an expression of the seriousness of the company's mission to ensure supply chains underpinning allied defense modernization are sovereign, resilient, and entirely outside Chinese control. He highlighted Kasper's relationships at the Pentagon and his unique role as a Special Government Employee supporting the Office of the Secretary of Defense on critical material supply chains, which provides REalloys with a platform bridging government customers, defense procurement programs, and national security stakeholders. General Jack Keane added that the security of America's defense supply chains is a national security imperative, praising Kasper's deep institutional knowledge, strategic vision, and commitment to American national security. He noted Kasper understands the dangerous dependency on Chinese-controlled rare earth supply chains and has spent his career building relationships and policy frameworks to address it.
Lipi Sternheim, Chief Executive Officer of REalloys, explained the company's strategy differs from others in the space by partnering with high-grade developers across allied nations to build a diversified supply network designed to counteract Chinese dominance and manipulation. The company is working with government and Defense Industrial Base partners to identify strategic assets that integrate into its advanced midstream and downstream ecosystem to fortify supply security for protected and strategic markets. REalloys intends to announce further additions to its Advisory Board in the coming months. The company's broader strategy involves advancing a fully integrated North American mine-to-magnet supply chain, including upstream resource development, midstream processing, and downstream manufacturing. Its upstream foundation includes the Hoidas Lake rare-earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with the Saskatchewan Research Council, REalloys is building a platform to scale North American heavy rare earth midstream separation, refining, and metallization capabilities. More information about the company is available at https://www.realloys.com, and investors can monitor its investor website for disclosures.
