Evolution Metals & Technologies Corp. filed a Form 8-K on October 29, 2026, under Item 7.01 Regulation FD Disclosure, announcing the procurement of approximately 754 metric tons of neodymium metal sourced entirely outside China to support its 2027 operations.

Key Highlights

  • 754 metric tons secured: According to the filing, the company has secured approximately 754 metric tons of neodymium metal, sourced entirely outside China.
  • 50% of feedstock covered: The filing states the secured supply is sufficient for approximately 50% of the feedstock required to deliver the company's full-year 2027 revenue guidance of $400 million to $460 million.
  • Breakdown of supply: The total includes approximately 42 metric tons already delivered to Pohang, 72 metric tons pending shipment through March 2027, and 640 metric tons committed through the end of 2027, including a 600-metric-ton contract with Senri Trading.
  • Additional neodymium under discussion: A further 1,000 metric tons are described as "in discussion for 2027 delivery," according to the filing.
  • Heavy rare earths: The company disclosed it holds approximately 520 kilograms of dysprosium metal in Pohang, with 1.5 metric tons per month committed starting in February 2027.
  • Ten production factors cited: The filing states EM&T has assembled all ten factors it believes are required to manufacture rare earth magnets at large commercial scale: land, power, equipment, permits, operators, feedstock, magnets, buyers, buyer certifications, and capital.

Evolution Metals & Technologies Discloses Non-China Neodymium Supply Secured for 2027

Evolution Metals & Technologies Corp. (NASDAQ:EMAT), headquartered in Miami, Florida, furnished a press release via Form 8-K on October 29, 2026, disclosing details of its neodymium feedstock procurement. According to the filing, the company has secured approximately 754 metric tons of neodymium metal sourced entirely outside China, which it states is sufficient for approximately 50% of the feedstock required to deliver its full-year 2027 revenue guidance of $400 million to $460 million.

The filing breaks down the 754 metric tons into three components: approximately 42 metric tons already delivered to the company's Pohang facility, approximately 72 metric tons pending shipment through March 2027, and 640 metric tons committed through the end of 2027. Included within the latter figure is a 600-metric-ton contract with Senri Trading described as being for rapid delivery. The company also disclosed that a further 1,000 metric tons are currently in discussion for 2027 delivery.

On the heavy rare earths side, the filing reports that EM&T holds approximately 520 kilograms of dysprosium metal in Pohang, with 1.5 metric tons per month committed beginning in February 2027. With this feedstock secured, the company stated it has now assembled all ten factors it considers necessary for large-scale commercial rare earth magnet manufacturing. The filing notes that the information is furnished under Item 7.01 and is not deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934. The filing was signed by Christopher Clower, Chief Financial Officer and Chief Operating Officer. The company's statements regarding revenue guidance, feedstock supply, and production plans are forward-looking and subject to risks and uncertainties as described in the filing's cautionary language.

What Was Disclosed

Evolution Metals & Technologies Corp. disclosed via an October 29, 2026 Form 8-K that it has secured approximately 754 metric tons of non-China-sourced neodymium metal, covering roughly 50% of feedstock needed for its stated 2027 revenue guidance of $400 million to $460 million.