American Res Corp Stock Price, News & Analysis

ReElement Technologies, a portfolio company of American Resources Corporation (NASDAQ:AREC), has launched an innovative urban mining-to-magnet tolling service for rare earth elements. The company achieves purities of 99.5% or greater in separating and purifying recycled rare earth magnets into high-purity Nd, NdPr, Dy, and Tb oxides at competitive costs of $25-35 per kilogram.

The company's feedstock-agnostic platform processes materials from various sources including wind turbines, automotive rotors, and hard disk drives, with recovery rates exceeding 90%. ReElement's patented technology, originally developed by Purdue, offers advantages over traditional methods by using fewer chemicals, requiring less space, and generating minimal waste.

This initiative establishes a fully integrated U.S.-based magnet supply chain, reducing dependence on Chinese sources for critical minerals including Terbium, Gallium, Germanium, and others essential for commercial and defense applications.

ReElement Technologies, a portfolio company of American Resources Corporation (NASDAQ:AREC), has announced significant expansion of its commercial capabilities in rare earth and critical mineral refining. The company is now producing ultra-high purity separated elements (99.99% - 99.999%) for U.S. defense and commercial supply chains.

The company's current production focuses on high-purity Yttrium, Gadolinium, Samarium, Germanium, Gallium, and Terbium at its Noblesville, Indiana facility. ReElement plans to transition larger-scale production to a 400,000 square foot facility in Marion, Indiana in early 2026. The Noblesville facility can support up to 200 metric tons annually, while the Marion facility targets initial capacity of up to 4,400 metric tons per year.

ReElement employs a unique chromatographic separation technology using aqueous chemistry, eliminating toxic solvents. The company achieves over 90% material recovery rates and offers competitive pricing with Asian Metal Index. Through its tolling model, customers can capitalize their dedicated production lines within ReElement's Marion facility, potentially reducing long-term costs below Asian market prices.

ReElement Technologies Corporation (NASDAQ:AREC) has signed a significant MOU with Pensana PLC to establish a major rare earth oxide supply chain partnership. The agreement includes an offtake of up to 20,000 tonnes annually of Mixed Rare Earth Carbonate from Pensana's Longonjo mine in Angola over five years. Pensana's Longonjo project contains one of the world's largest rare earth deposits, with a JORC compliant reserve of 22 million tonnes grading 3.04% TREO. The partnership combines Pensana's mineral resources with ReElement's advanced refining platform in the United States to create a non-China dependent supply chain. ReElement has been commercially refining rare earth materials since 2023 at its Noblesville, Indiana facility and is expanding capacity at its Marion, Indiana supersite to meet growing U.S. and allied defense industry demand.

American Resources Corporation's subsidiary Electrified Materials has secured a $911,519 matching grant from Indiana's Department of Environmental Management's Waste Diversion Project. The funding will support equipment acquisition for recycling rare earth magnets, critical minerals, and defense materials at their 135-acre Noblesville site. Through collaboration with ReElement Technologies, Electrified Materials will preprocess end-of-life materials containing critical minerals from sources like wind turbines, EV motors, and lithium-ion batteries. ReElement will then refine these materials into high-purity rare earth oxides and other critical materials. This initiative aims to establish a domestic circular supply chain for critical minerals, supporting both economic development and national security interests.

American Resources Corporation (NASDAQ:AREC) and its holding ReElement Technologies Corporation announced their expanded participation in upcoming industry conferences in June 2025. The companies will participate in two major events: the Silicon Valley Mineral-X Forum at Stanford University (June 17-18) and the Critical Minerals Forum in New York (June 26). Shane Tragethon, VP of International Strategy at ReElement, will speak about mineral developments in Africa at the Stanford event. At the New York forum, Mark LaVerghetta (Co-Founder) and Mark Jensen (CEO) will participate in meetings and panel discussions. The conferences focus on critical mineral supply chains, technology innovation, and military supply chain security for rare earth and battery elements.

American Resources Corporation (NASDAQ:AREC) has confirmed its compliance with Nasdaq listing standards following a notification regarding a delayed Form 10-Q filing. The company received a letter from Nasdaq on May 29, 2025, concerning the late filing of its Q1 2025 report. However, AREC had already filed the required 10-Q on May 28, maintaining compliance with listing standards. The company, focused on supplying raw materials for infrastructure and electrification markets, operates in the Central Appalachian basin, extracting metallurgical carbon and rare earth minerals. Through its portfolio company ReElement Technologies Corporation, AREC provides refining capacity for rare earth and critical battery elements using innovative processing technology.

ReElement Technologies, a subsidiary of American Resources Corporation (NASDAQ:AREC), has achieved a significant breakthrough in producing ultra-high-purity gallium and terbium from recycled defense materials. The company successfully refines these critical minerals to purities ranging from 99.7% to 99.999% through collaboration with U.S. defense contractors. ReElement's unique multi-mineral refining platform, utilizing ligand-assisted displacement chromatography technology from Purdue University, positions it as the only U.S. company capable of economically separating heavy rare earth elements. The company processes various feedstocks including terbium, gallium, germanium, yttrium, gadolinium, tantalum, and SEG+ materials at competitive costs compared to Chinese suppliers. Operating from its Noblesville, Indiana facility, ReElement aims to strengthen America's critical mineral supply chain through environmentally sustainable and cost-efficient production methods.

ReElement Technologies Corporation, a subsidiary of American Resources Corporation (NASDAQ:AREC), has secured a $150 million Letter of Interest from the U.S. EXIM Bank to develop the nation's largest critical mineral refinery at the Marion Advanced Technology Center. The company's innovative chromatography-based refining technology produces ultra-high-purity (99.5%+) rare earth oxides and compounds essential for defense and commercial applications. This financing aligns with the March 2025 Executive Order on American Mineral Production and supports ReElement's mission to establish U.S. mineral independence. The company's proprietary platform offers advantages including aqueous chemistry, lower capital expenditures, high versatility, and modular scalability, positioning it to compete with Chinese refineries in both cost and production capacity.

American Resources Corporation (NASDAQ:AREC) CEO Mark Jensen was featured in Nasdaq's Amplify Issuer Spotlight interview series at the Nasdaq MarketSite. The interview highlighted AREC's progress since its 2019 Nasdaq listing and focused on its portfolio company, ReElement Technologies Corporation. ReElement Technologies specializes in refining rare earth and critical battery elements, serving semiconductor, magnet, motor, battery, and aerospace manufacturers. American Resources operates in the Central Appalachian basin, focusing on metallurgical carbon extraction and rare earth mineral processing. The company employs a low-cost business model aimed at meeting growing infrastructure and electrification market demands while reducing industry risks.