ReElement Technologies

ReElement Technologies has reached another important commercialization milestone at our Marion, Indiana facility.

▪️ We have successfully commissioned and operated our first commercial-scale germanium production column, validating that our demand-aligned, chromatography-based refining platform can move from laboratory and pilot production to commercial-scale operations.

▪️ This is more than a technology demonstration. It is validation that the platform we have spent years developing has been de-risked and is being commercially deployed to meet customer demand.

▪️ The successful commissioning also validates the largest chromatography columns ReElement currently intends to deploy across our facilities and future partner locations.

▪️ With commercial-scale validation now complete, our focus turns to commissioning the remaining Phase I production lines at Marion and continuing the transition to dedicated commercial production.

▪️ A New Model Built on Innovation — Multi-element, de-risked and aligned with partner demand. Now deployed in a modular model and operating at commercial scale.

Read our announcement here: https://www.accessnewswire.com/newsroom/en/metals-and-mining/reelement-technologies-successfully-demonstrates-commercial-scale-refining-platfo-1204403

American Resources Corporation Chairman and CEO Mark Jensen joined President Donald J. Trump, U.S. Secretary of State Marco Rubio and leaders from across the U.S. mining and critical minerals industry on Friday for the American Mining Industry Roundtable at the U.S. Department of State.

The discussion focused on a challenge that continues to move higher on the national agenda: building secure, resilient domestic and allied supply chains for the critical minerals essential to defense, advanced manufacturing, semiconductors, energy infrastructure and the broader U.S. economy.

For American Resources, ReElement Technologies and Electrified Materials Corporation, that work is already underway.

Across feedstock origination, industrial processing and advanced refining, our focus is on connecting the capabilities required to move critical minerals from resource and recycled material to separated, high-purity products that can support American manufacturing.

As Mark Jensen noted, "Mining is only the first step. Building a durable U.S. critical mineral supply chain also requires processing, separation, refining, technology and strategic collaboration."

The conversations in Washington reinforced both the urgency of that work and the opportunity ahead.

Fact Sheet: President Donald J. Trump Announces Billions in New Deals and Investments to Power American Mining BOLSTERING AMERICAN MINING: Today, President Donald J. Trump held a historic roundtable with the mining industry where he announced over $2 billion

A Major Milestone for ReElement Technologies

The first commercial-scale delivery of feedstock has arrived at our Marion Advanced Technology Center, on time and under budget.

The speed and precision of the Marion team have been exceptional. From facility development to equipment installation and now the arrival of commercial-scale feedstock, each step is moving ReElement closer to expanded domestic production of the critical materials needed for defense, energy and advanced technologies.

This is what disciplined ex*****on and demand aligned refining looks like.

And we are just getting started.

HOW REELEMENT SCALES

Product by Product. Customer by Customer. Capacity Aligned With Demand.

You Are Asking the Wrong Question

One of the most common questions we receive is:
Can ReElement’s refining technology scale?

It is a fair question.
But it is not quite the right one.

The better question is:
How does ReElement scale commercially?

That is where our model stands apart.
Traditional refining often begins with a massive investment in fixed-capacity infrastructure, followed by the challenge of securing enough feedstock and customer demand to fully utilize that capacity.

ReElement takes a different approach.

At ReElement, we practice Demand-Aligned Refining.
Rather than building capacity first and hoping demand follows, we:
🔹Qualify the chemistry
🔹Validate the process with commercial partners
🔹Begin initial commercial production
🔹Expand refining capacity as customer demand grows

This is a fundamentally different way to build a refining business:
🔹It reduces technical risk.
🔹It reduces commercial risk.
🔹It reduces capital risk.
🔹Most importantly, it allows us to grow in step with real market demand rather than making one large bet on a single feedstock, product or future market.

Demand does not follow the refinery.
The refinery follows demand.

In the next post, we will show how this works using as a real-world example.

🔹Product by Product. Customer by Customer. Capacity Aligned With Demand.

ReElement Technologies is scaling quickly, and that growth requires more than advanced technology. It requires the right people to move that technology into commercial production.

🟢 We recently welcomed 13 new team members across operations, engineering, maintenance, laboratory sciences, finance and process optimization. Together, they are strengthening the capabilities needed to commission additional refining lines, expand production and support growing customer demand.

🟢 Among these additions are five experienced professionals who will play important roles in ReElement’s continued growth:

• LuisGarza, Maintenance Manager
• Anastasiia Natova, Process Engineer
• Emma Kerr, Industrial Engineer
• Silvia J Rodriguez Vargas, Research Scientist
• Sara Tanner, Accounting Manager

🟢 Each brings valuable expertise to ReElement as we continue building our Indiana-based refining capabilities and advancing from technology validation to commercial ex*****on.

🟢 Our approach remains disciplined and demand-aligned: expanding capacity alongside customer demand, supported by the operational, technical, scientific and financial talent required to execute at scale.

🟢 Welcome to the team.

The United States Department of War has announced a $25 million Industrial Base Fund investment in ReElement Technologies to expand critical mineral refining capacity at our Marion, Indiana, campus.

“America’s critical mineral challenge is not simply about accessing resources. It is about building flexible, scalable refining capacity that can convert diverse feedstocks into the high-purity materials required by our defense and advanced manufacturing sectors,” said Mark Jensen, Chief Executive Officer of ReElement Technologies.

The investment will accelerate additional refining equipment and production lines supporting:

✅ High-purity rare earth and critical mineral production
✅ Primary and recycled feedstock processing
✅ Defense, aerospace, semiconductor and advanced manufacturing applications

Read the full announcement here:

ReElement Technologies Announces $25 Million Department of War Investment to Expand U.S. Critical Mineral Refining Capacity $25 Million Industrial Base Fund Investment Expands Domestic Production of Defense-Critical Rare Earth and Strategic Minerals to Strengthen America's Industrial ...

Electrified Materials Corporation and ReElement Technologies were pleased to participate in the NAATBatt International 9th Annual Recycling Lifecycle Management Workshop, where industry leaders gathered to discuss the future of battery recycling, lifecycle management and domestic critical mineral recovery.

Chris Dreska, Chief Executive Officer of Electrified Materials commented, "It is apparent that broad collaboration throughout the entire battery supply chain is necessary and we at Electrified Materials are proud to assist in the circularity of supply."

Key takeaways from the event:
• Battery recycling is becoming a foundational part of the North American battery industry, even as OEM focus continues to evolve.

• Safety, sustainability and domestic critical mineral recovery remain among the industry’s highest priorities.

• Investment in recycling infrastructure has slowed from the pace seen between 2020 and 2024, but growth is expected to continue as electric vehicle and energy storage markets expand.

• Companies that can efficiently recover high-value materials while meeting environmental and regulatory requirements will be well positioned for long-term success.

“The takeaway is clear: battery recycling is no longer a side conversation. It is becoming central to how North America builds a more resilient, circular critical mineral supply chain,” said Mark Jensen.

Thank you to International for bringing together leaders across the battery, recycling and critical mineral supply chains for an important industry discussion.

Small Modular Reactors Put Critical Mineral Refining Capacity in Focus

ReElement Technologies is focused on one of the most important, and often overlooked, layers of advanced energy infrastructure - the ability to take complex critical mineral and rare earth feedstocks and refine them into the high-purity materials that emerging industries can use.

Small modular reactors (SMRs) are a clear example of why that capability matters.

As hashtag move closer to deployment, the conversation cannot stop at reactor design or energy production. Behind these advanced systems is a highly specialized materials supply chain that must support control systems, fuel performance, permanent magnets, sensors, ceramics, shielding and high-temperature components.

These are not simple commodity inputs. They require secure sourcing, reliable qualification, consistent purity and refining platforms that can support performance at scale.

That is where ReElement’s work is relevant.

ReElement’s chromatography-based platform is designed to separate and purify rare earth elements and other essential critical minerals through a more efficient and scalable refining process.

As advanced nuclear supply chains are built, the companies that can deliver consistent, qualified, high-purity refined materials will become increasingly important.

The next phase of energy infrastructure will not be defined by reactor design alone. It will also be shaped by the materials supply chains that make deployment possible.

Secure energy requires a secure supply chain. We're ready.

That is the role ReElement is working to support.

Connecting Feedstocks with Refining Capacity

American Resources Corporation’s recent announcement helps clarify AREC’s role in relation to ReElement Technologies.

AREC has separated the majority of ReElement into a standalone entity, while maintaining a strategic ownership interest and partnership position with the company.

‣ That distinction matters.

‣ AREC is focused on sourcing, aggregating, recycling, preprocessing, trading, and aligning critical mineral feedstocks.

‣ ReElement is focused on high-performance refining capacity for rare earth and critical elements.

‣ Together, that alignment addresses a core supply chain need: connecting diverse sources of material with scalable and capital efficient refining capacity capable of producing high-purity outputs for commercial, technology, infrastructure, electrification, and defense markets.

‣ For AREC, the opportunity goes beyond owning resources. It is about building the backbone of a more reliable critical mineral supply chain - and monetizing the material pathways that can leverage ReElement’s advanced refining capabilities.

Read the full announcement here: https://www.accessnewswire.com/newsroom/en/metals-and-mining/american-resources-corporation-advances-rare-earth-and-critical-mineral-platform-1168485