Why Is CRML Stock Up 8% Today?

• Critical Metals stated that under the agreement, REalloys will buy 15% of Tanbreez’s annual rare earth concentrate output.
• REalloys will also receive priority access to material with higher concentrations of dysprosium and terbium, along with a right of first refusal on additional volumes.
• The agreement builds on the Letter of Intent signed between the two companies in October 2025, converting the original 10-year framework into a binding 15-year contract with two optional five-year extensions.

Shares of Critical Metals Corp. (CRML) surged more than 8% in Thursday’s pre-market trade after the company announced a long-term rare earth supply agreement with REalloys Inc. (ALOY).

Critical Metals stated that it had signed a binding 15-year offtake agreement with REalloys for rare earth concentrate from its flagship Tanbreez Project in Southern Greenland, one of the world's largest heavy rare earth deposits.

REalloy shares were up nearly 6% in Thursday’s pre-market session.

What Is The CRML, ALOY Deal About?

Critical Metals stated that under the agreement, REalloys will buy 15% of Tanbreez’s annual rare earth concentrate output.

REalloys will also receive priority access to material with higher concentrations of dysprosium and terbium, along with a right of first refusal on additional volumes.

The agreement builds on the Letter of Intent signed between the two companies in October 2025, converting the original 10-year framework into a binding 15-year contract with two optional five-year extensions.

“This agreement marks a pivotal inflection point for Critical Metals and unequivocally validates Tanbreez as a world-class, development-stage asset of global strategic importance,” said Critical Metals Chairman Tony Sage.

CRML Agrees To Acquire European Lithium

Critical Metals announced earlier this week that it had signed a definitive agreement to acquire European Lithium. Once the transaction completes, Critical Metals stake in the Tanbreez Rare Earth Project will increase to 100%, from the existing 92.5%.

The agreement comes shortly after the Government of Greenland approved Critical Metals’ increase in ownership of the Tanbreez Project to 92.5% last month. Critical Metals held a 42% stake in the project prior to the government’s approval.

Why Is The Tanbreez Project Important For CRML?

Tanbreez is considered one of the world's leading heavy rare earth and critical minerals deposits, with substantial concentrations of dysprosium, terbium, and yttrium. These are key materials used in permanent magnets for defense, electric vehicles, wind turbines, robotics, and advanced manufacturing.

The project also contains significant amounts of hafnium, cerium, lanthanum, niobium, and zirconium, minerals increasingly used in semiconductors, microchips, and other advanced technologies, including AI-related infrastructure.

How Did Retail Investors React To CRML?

Retail sentiment on Stocktwits around Critical Metals trended in the ‘bearish’ territory at the time of writing.

CRML stock is up 55% year-to-date, while ALOY stock is up 10%. The iShares Micro-Cap ETF (IWC) is up 50% over the past 12 months, while the iShares Russell 2000 Growth ETF (IWO) is up 32%.

Also See: WMT Stock Falls Pre-Market After Walmart's Q2 Outlook Disappoints Investors — CFO Sees Higher Fuel Prices Hurting Consumers

For updates and corrections, email newsroom[at]stocktwits[dot]com.