美陆军与REalloys签稀土加工框架协议：拟在犹他州图埃勒仓库建重稀土设施
11月3日，美国陆军与稀土加工企业REalloys宣布，双方已就位于犹他州图埃勒陆军仓库的一座重稀土加工设施签署无约束力框架协议（term sheet），这是把国防关键材料生产引入美军设施的一步，但协议本身不是最终租约，也不等于批准建厂。根据企业公布的框架内容，拟建项目约占地200英亩，将加工镝与铽两种重稀土，用于高温永磁体，进而用于精确制导武器、电机、声呐与雷达等国防系统。框架提出首期50年强化使用租约，并可再续25年，须经陆军同意；REalloys将负责融资、建设、运营并最终拆除设施，土地所有权仍归美国政府所有。陆军享有优先购买 facility 产出的权利，但这不构成必须采购的合同义务。协议还设定了18个月的条件期：若双方未能在期限内就租金、开发计划、环境评估与许可、外国所有权审查、项目融资及董事会批准等条件达成一致或予以豁免，任何一方均可终止框架协议。陆军方面表示，稀土加工是国家安全薄弱环节，中国在镝与铽加工领域几乎处于垄断地位。这一项目源于陆军2026年6月25日通过战略资本计划选定REalloys进行独家谈判，11月3日的宣布是谈判进入下一阶段，而非当日作出的新授标决定。项目不涉及在基地内开矿，加工原料将从外部运入。
U.S. Army and REalloys Sign Rare Earth Term Sheet for Facility at Utah's Tooele Depot
On November 3, the U.S. Army and rare earth processor REalloys announced they have signed a non-binding term sheet for a heavy rare earth processing facility at Tooele Army Depot in Utah. It is a step toward bringing production of defense-critical materials onto a U.S. military installation, but the term sheet itself is not a final lease and does not amount to approval to build the plant. Under the framework, the proposed project would cover about 200 acres and process the heavy rare earths dysprosium and terbium, used in high-temperature permanent magnets for precision-guided weapons, electric motors, sonar, radar and other defense systems. The framework contemplates an initial 50-year enhanced use lease, renewable for another 25 years with Army consent. REalloys would finance, build, operate and ultimately remove the facility, while land ownership remains with the U.S. government. The Army would have a right of first offer to purchase the facility's output, which does not constitute a binding purchase obligation. The term sheet also sets an 18-month conditions period: if the parties cannot reach agreement or obtain waivers on rent, the development plan, environmental review and permitting, foreign ownership review, project financing and board approval within that period, either side may terminate the term sheet. The Army says rare earth processing is a national security weak point, with China holding a near-monopoly in dysprosium and terbium processing. The project stems from the Army's June 25, 2026 selection of REalloys for exclusive negotiations under its Strategic Capital program; the November 3 announcement marks the talks entering their next stage, not a new award made that day. The project involves no mining at the depot; feedstock will be brought in from outside.
来源：REalloys
发布：GSM·美国（发布链接）
图片来源：图：犹他州 Tooele 陆军仓库的风力发电机（U.S. Army photo by John Prettyman/released – U.S. Army Corps of Engineers Sacram，Public domain，经 Wikimedia Commons）。 / Photo: A wind turbine at Tooele Army Depot in Utah (U.S. Army photo by John Prettyman/released – U.S. Army Corps of Engineers Sacram, Public domain, via Wikimedia Commons).
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