Proactive - Interviews for investors

American Resources’ ReElement and Principal Minerals ally to build leading U.S. rare earth midstream

Episode Summary

American Resources Corp CEO Mark Jensen joined Steve Darling to announce that its subsidiary, ReElement Technologies Corporation, has signed a Memorandum of Understanding with Principal Mineral Co. Inc. to co-develop what is set to become the most advanced rare earth production capability in the United States. The agreement outlines a plan to integrate separation, fluoride production, and metallization into a singular, streamlined process under one roof—creating a world-leading midstream platform that is both highly flexible and extremely efficient. According to Jensen, this new capability is designed to bolster U.S. defense readiness, strengthen supply chain resilience, and expand domestic rare earth production capacity, all of which are critical to national security and industrial growth. Under the MOU, the two companies are considering several co-location sites, including ReElement’s existing supersite in Marion, Indiana, Principal Mineral’s critical minerals campus in Camden, South Carolina, and additional potential facilities currently under review. The combined facility will leverage each partner’s strengths with ReElement Technologies contributing its ability to produce ultra-high purity separated rare earth oxides from both recycled sources and mined feedstocks. Principal Mineral will provide downstream capabilities in producing rare earth fluorides and metals, with a particular focus on serving the U.S. defense sector and other industrial applications. This strategic integration of the full midstream value chain—from recycled and mined raw materials, to high-purity fluoride, to finished metals—into a single U.S.-based facility represents a groundbreaking step in reshoring and advancing America’s rare earth independence. By co-locating operations, the companies expect to achieve greater efficiency, reduce costs for customers, and eliminate key processing bottlenecks that have historically slowed the U.S. rare earth supply chain. Jensen emphasized that this collaboration is not only about commercial opportunity but also about advancing national priorities, ensuring that critical materials are processed and secured domestically. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #SustainableMining, #MineralRefining, #RecyclingInnovation, #CriticalMinerals, #RareEarthRecycling, #EVRecycling, #BatteryRecycling, #princialminerals #adamjohnson