The latest round of geopolitical tension has defense stocks bouncing higher. But the rally isn't limited to weapons makers—it's also drawing fresh attention to the critical rare-earth materials that those defense systems can't function without.
In a recent MarketBeat conversation, Tim Johnston of REalloys Inc. (NASDAQ: ALOY), laid out why the company believes the next chapter for rare-earths in North America won't be defined by who finds the minerals in the ground, but by who can actually refine, metallize, and deliver them to the defense contractors that need them now.
