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ReElement Technologies and POSCO International America Sign Long Term Commercial Offtake Partnership to Advance U.S. Rare Earth Refining Capabilities

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ReElement Technologies, a portfolio company of American Resources Corporation (NASDAQ:AREC), has signed a significant long-term offtake partnership with POSCO International America to advance U.S. rare earth refining capabilities. The partnership combines ReElement's chromatographic separation technology with POSCO's industrial expertise to establish secure rare earth element supply chains.

Key partnership elements include: formation of a joint taskforce for global feedstock sourcing, targeted offtake of purified rare earth oxides scaling to over 3,000 metric tons through 2030, co-development of U.S. refining capabilities, and deployment of ReElement's modular refining technology. The collaboration focuses on critical materials for defense, clean energy, electric vehicles, AI, and advanced semiconductors.

ReElement Technologies, una società del portafoglio di American Resources Corporation (NASDAQ:AREC), ha siglato una significativa partnership di off-take a lungo termine con POSCO International America per potenziare le capacità di raffinazione delle terre rare negli Stati Uniti. La collaborazione unisce la tecnologia di separazione cromatografica di ReElement all'expertise industriale di POSCO per stabilire catene di approvvigionamento affidabili di elementi delle terre rare.

Tra gli elementi chiave della partnership: la formazione di un gruppo di lavoro congiunto per l'approvvigionamento globale di materia prima, un'offtake mirato di ossidi di terre rare purificati che crescerà oltre 3.000 metriche tonnellate entro il 2030, lo sviluppo congiunto delle capacità di raffinazione statunitensi e l'implementazione della tecnologia di raffinazione modulare di ReElement. La collaborazione si concentra su materiali critici per la difesa, l'energia pulita, i veicoli elettrici, l'IA e i semiconduttori avanzati.

ReElement Technologies, una empresa del portafolio de American Resources Corporation (NASDAQ:AREC), ha firmado una importante asociación de off-take a largo plazo con POSCO International America para impulsar las capacidades de refinación de tierras raras en Estados Unidos. La colaboración combina la tecnología de separación cromatográfica de ReElement con la experiencia industrial de POSCO para establecer cadenas de suministro seguras de elementos de tierras raras.

Los elementos clave de la asociación incluyen: la formación de un grupo de trabajo conjunto para la obtención global de materias primas, un offtake dirigido de óxidos de tierras raras purificados que crecerá a más de 3.000 toneladas métricas para 2030, el desarrollo conjunto de capacidades de refinación en EE. UU. y la implementación de la tecnología de refinación modular de ReElement. La colaboración se centra en materiales críticos para defensa, energía limpia, vehículos eléctricos, IA y semiconductores avanzados.

ReElement TechnologiesAmerican Resources Corporation (NASDAQ:AREC)의 포트폴리오 기업으로서, 미국의 희토류 정제 역량을 강화하기 위해 POSCO International America와 장기 대량 구매 파트너십을 체결했습니다. 이 협력은 ReElement의 크로마토그래피 분리 기술과 POSCO의 산업 전문성을 결합하여 희토류 원소의 안정적인 공급망을 구축합니다.

주요 파트너십 내용은 글로벌 원료 소싱을 위한 공동 태스크포스 구성, 2030년까지 3,000톤 이상의 정제된 희토류 산화물의 목표 구매, 미국 정제 능력의 공동 개발 및 ReElement의 모듈식 정제 기술의 배치를 포함합니다. 이번 협력은 방위, 청정 에너지, 전기차, AI, 고급 반도체를 위한 중요한 소재에 집중합니다.

ReElement Technologies, une société du portefeuille de American Resources Corporation (NASDAQ:AREC), a signé un partenariat d’offtake important et à long terme avec POSCO International America afin de renforcer les capacités de raffinage des terres rares aux États-Unis. Le partenariat allie la technologie de séparation chromatographique de ReElement à l’expertise industrielle de POSCO pour établir des chaînes d’approvisionnement sécurisées en éléments des terres rares.

Les éléments clés du partenariat incluent : la création d’un groupe de travail conjoint pour l’approvisionnement mondial en matières premières, un offtake ciblé d’oxydes de terres rares purifiés atteignant plus de 3 000 tonnes métriques d’ici 2030, le co‑développement des capacités de raffinage américaines et le déploiement de la technologie de raffinage modulaire de ReElement. La collaboration se concentre sur des matériaux critiques pour la défense, l’énergie propre, les véhicules électriques, l’IA et les semi‑conducteurs avancés.

ReElement Technologies, ein Portfolio-Unternehmen der American Resources Corporation (NASDAQ:AREC), hat eine bedeutende langfristige Offtake-Partnerschaft mit POSCO International America unterzeichnet, um die Raffination von Seltenen Erden in den USA voranzutreiben. Die Partnerschaft kombiniert ReElements chromatographische Trenntechnologie mit der industriellen Expertise von POSCO, um sichere Lieferketten für Seltene‑Erden zu etablieren.

Zu den wichtigsten Elementen der Partnerschaft gehören: die Bildung einer gemeinsamen Task Force für die globale Rohstoffbeschaffung, ein auf purified Rare-Earth-Oxide gerichteter Offtake, der bis 2030 über 3.000 metrische Tonnen erreichen wird, die gemeinsame Entwicklung der US‑Raffineriekapazitäten und der Einsatz von ReElements modularer Raffinerietechnologie. Die Zusammenarbeit konzentriert sich auf kritische Materialien für Verteidigung, saubere Energie, Elektrofahrzeuge, KI und fortgeschrittene Halbleiter.

ReElement Technologies، وهي شركة ضمن محفظة American Resources Corporation (NASDAQ:AREC)، وقعت شراكة شراء طويلة الأجل مهمة مع POSCO International America لتعزيز قدرات تكرير المعادن الأرضية النادرة في الولايات المتحدة. تجمع الشراكة بين تقنية الفصل الكروماتوغرافي الخاصة بـ ReElement والخبرة الصناعية لـ POSCO لإرساء سلاسل توريد آمنة لعنصر الأرض النادرة.

تشمل عناصر الشراكة الأساسية تشكيل فريق عمل مشترك للموارد العالمية الأولية، وتوافر شراء مستهدف لأكاسيد الأرض النادرة المطهرة يتجاوز 3,000 طن متري بحلول 2030، وتطويراً مشتركاً لقدرات التكرير الأمريكية، ونشر تقنية التكرير المعيارية لـ ReElement. تركّز التعاون على المواد الحرجة للدفاع، والطاقة النظيفة، والمركبات الكهربائية، والذكاء الاصطناعي، والمعالجات المتقدمة.

ReElement TechnologiesAmerican Resources Corporation(纳斯达克股票代码:AREC)的投资组合公司,已与POSCO International America签署了一项重要的长期订单协议,推动美国稀土提炼能力的发展。该伙伴关系将ReElement的色谱分离技术与POSCO的工业专长相结合,建立安全的稀土元素供应链。

伙伴关系的关键要素包括:组建全球原材料采购的联合工作组,针对经纯化的稀土氧化物的定向订单,目标在2030年前达到超过3,000公吨,共同开发美国的提炼能力,以及部署ReElement的模块化提炼技术。此次合作聚焦于国防、清洁能源、电动汽车、人工智能及高端半导体等关键材料。

Positive
  • None.
Negative
  • Long-term scaling targets extend to 2030, indicating extended timeline for full capacity
  • Success dependent on securing sufficient feedstock supplies
  • Significant capital investment likely required for scaling operations

Insights

ReElement's partnership with POSCO secures major rare earth oxide offtake through 2030, strengthening US-Korea critical minerals supply chain security.

This partnership between ReElement and POSCO represents a significant strategic development in the critical minerals supply chain. The agreement establishes a long-term offtake arrangement scaling to over 3,000 metric tons of purified rare earth oxides through 2030, focusing on high-value elements including dysprosium, yttrium, terbium, and neodymium-praseodymium (NdPr). These elements are essential components in permanent magnets used in defense systems, electric vehicles, and renewable energy technologies.

The collaboration creates a joint feedstock taskforce to secure both recycled materials and primary ore sources, addressing one of the most challenging aspects of rare earth element production - reliable feedstock supply. By combining ReElement's chromatographic separation technology with POSCO's industrial expertise, the partnership aims to localize critical refining capacity that has historically been dominated by non-US processors.

ReElement's approach using modular, scalable refining technology offers particular advantages in the rare earth space. Traditional rare earth processing typically relies on solvent extraction methods that are capital-intensive, environmentally challenging, and difficult to scale efficiently. The company's chromatographic technology potentially enables more efficient separation with reduced environmental impact, allowing for distributed processing facilities closer to either feedstock sources or end-users.

This deal strengthens the US-South Korea critical minerals alliance, aligning with both countries' strategic interests in reducing dependence on China-dominated supply chains. For investors, the agreement represents revenue visibility extending through 2030 and validates ReElement's technological approach in a market where securing offtake agreements is essential for growth. The partnership's focus on both recycled materials and primary sources also positions it to capitalize on the circular economy transition in the critical minerals sector.

Agreement advances U.S.-South Korea collaboration and supports sustainable supply chains for defense, clean energy, and advanced technologies

The parties have established a joint feedstock taskforce for sourcing domestic and international rare earth feedstock both recycled and from ore bodies

FISHERS, IN / ACCESS Newswire / September 29, 2025 / American Resources Corporation's (NASDAQ:AREC) portfolio company, ReElement Technologies ("ReElement"), a leading U.S. innovator in rare earth element (REE) and critical mineral refining, today announced it has signed a long-term offtake partnership with POSCO International America Corp ("POSCO"), a global leader in steel, magnetic materials, and advanced industrial solutions.

The partnership will combine ReElement's advanced chromatographic separation and purification platform with POSCO's extensive relationships throughout the automotive and industrial supply chain while leveraging POSCO's expertise in materials science and large-scale industrial deployment. This agreement reflects both companies' commitment to a sustainable and secure supply chain for high-purity rare earth elements critical to defense, clean energy, and high-growth markets such as electric vehicles, AI, and advanced semiconductors.

Highlights of the partnership include:

  • Establishment of a joint taskforce to secure global feedstock streams, including mixed rare earth concentrate, magnet manufacturing waste and end-of-life scrap magnets

  • Initial targeted offtake of purified separated rare earth oxides including Dy, Y, Tb and NdPr in volumes scaling to over 3,000 metric tons through 2030

  • Co-development of rare earth refining capabilities in the United States

  • Leveraging ReElement's modular and scalable refining technology to increase efficiency and reduce environmental impact

  • Supporting secure, resilient, and sustainable supply chains for U.S. and allied nations

The signing of this agreement builds on the Memorandum of Understanding executed last week in Seoul, Korea, between ReElement and POSCO International, underscoring the companies' shared vision for long-term collaboration and industrial deployment.

"Our collaboration and growth over the last year with POSCO represents an important step forward for ReElement," said Mark Jensen, CEO of ReElement Technologies. "By combining our innovative and patented separation and purification technology with POSCO's unmatched industrial capabilities, we are not only scaling rare earth refining but also reshaping how these resources are supplied to global markets. This partnership strengthens the strategic bond between the United States of America and The Republic of Korea, while directly addressing one of the most pressing global challenges of our time: building resilient, transparent, and sustainable rare earth supply chains that support the national defense readiness and next-generation technologies. Together, we are proving that innovation and collaboration can deliver secure, long-term solutions for industries and nations that depend on these materials."

This collaboration marks a significant step in reshaping the global critical minerals landscape by localizing innovative refining capacity, reducing reliance on non-domestic processing, and enabling long-term supply security for industries driving economic growth and national security.

About POSCO International America Corporation

POSCO is a global leader in steel production and advanced materials, committed to pioneering sustainable and innovative solutions for a greener future. With a strong foundation in steel manufacturing, POSCO has expanded its operations to include eco-friendly materials, energy solutions, and cutting-edge technologies that drive the electric vehicle and renewable energy industries. Through continuous investment in clean energy projects and the development of advanced materials like GIGA STEEL and secondary battery materials, POSCO supports the transition to a low-carbon economy. As a trusted partner to clients worldwide, POSCO is dedicated to creating a more resilient and sustainable supply chain while enhancing shareholder value through strategic growth and innovation.

About ReElement Technologies Corporation

ReElement Technologies Corporation, a portfolio company of American Resources Corporation (NASDAQ:AREC), is a leading provider of high-performance refining capacity for rare earth and critical battery elements. Its multi-mineral, multi-feedstock platform technology focuses on the refining of recycled material from rare earth permanent magnets and lithium-ion batteries, concentrated ores and brines, as well as coal-based waste streams and byproducts to create a cost effective and environmentally-safe, circular supply chain. ReElement has developed its innovative and scalable "Powered by ReElement" process which collaboratively utilizes its exclusively licensed intellectual property within its partners' material processing flow sheets to more efficiently support the global supply chain's growing demand for magnet and battery-grade products. For more information visit reelementtech.com or connect with the Company on Facebook, Twitter, and LinkedIn.

About American Resources Corporation (NASDAQ: AREC)

American Resources Corporation is a leader in the critical mineral supply chain, developing innovative solutions both upstream and downstream of the refining process. The company and its affiliates focus on the extraction and processing of metallurgical carbon and iron ore, essential ingredients in steelmaking, as well as critical and rare earth minerals for the electrification market and recycled metals.

Leveraging its affiliation and former parent status of ReElement Technologies Corporation, a leading provider of high-performance refining capacity for rare earth and critical battery elements, American Resources is investing in and developing efficient upstream and downstream critical mineral operations. These operations include mining interests in conventional and unconventional sources, recycling, and manufacturing.

American Resources has established a nimble, low-cost business model centered on growth, which provides a significant opportunity to scale its portfolio of assets to meet the growing global infrastructure and electrification markets while also continuing to acquire operations and significantly reduce their legacy industry risks. Its streamlined and efficient operations are able to maximize margins while reducing costs. For more information visit americanresourcescorp.com or connect with the Company on Facebook, Twitter, and LinkedIn.

Special Note Regarding Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve known and unknown risks, uncertainties, and other important factors that could cause the Company's actual results, performance, or achievements or industry results to differ materially from any future results, performance, or achievements expressed or implied by these forward-looking statements. These statements are subject to a number of risks and uncertainties, many of which are beyond American Resources Corporation's control. The words "believes", "may", "will", "should", "would", "could", "continue", "seeks", "anticipates", "plans", "expects", "intends", "estimates", or similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. Any forward-looking statements included in this press release are made only as of the date of this release. The Company does not undertake any obligation to update or supplement any forward-looking statements to reflect subsequent events or circumstances. The Company cannot assure you that the projected results or events will be achieved.

Investor Contact:

JTC Team, LLC
Jenene Thomas
(908) 824 - 0775
arec@jtcir.com

Media Inquiries:

Marjorie Weisskohl
703-587-1532
mweisskohl@allseasonspr.com

Company Contact:

Mark LaVerghetta
317-855-9926 ext. 0
investor@americanresourcescorp.com

SOURCE: American Resources Corporation



View the original press release on ACCESS Newswire

FAQ

What is the partnership between ReElement Technologies and POSCO International America?

ReElement Technologies and POSCO International America signed a long-term offtake partnership to advance U.S. rare earth refining capabilities, combining ReElement's separation technology with POSCO's industrial expertise. The partnership targets over 3,000 metric tons of rare earth oxide production through 2030.

How will AREC's partnership with POSCO affect rare earth supply chains?

The partnership aims to create secure, sustainable supply chains for rare earth elements by establishing domestic U.S. refining capabilities, sourcing diverse feedstock streams, and leveraging POSCO's industrial network. This reduces dependence on non-domestic processing.

What types of rare earth elements will ReElement and POSCO produce?

The partnership will focus on purified separated rare earth oxides including Dy (Dysprosium), Y (Yttrium), Tb (Terbium), and NdPr (Neodymium-Praseodymium), critical for defense, clean energy, and high-tech applications.

What markets will the ReElement-POSCO partnership serve?

The partnership will serve markets critical to defense, clean energy, electric vehicles, AI, and advanced semiconductors, focusing on providing high-purity rare earth elements for these strategic sectors.

How does ReElement's technology contribute to the POSCO partnership?

ReElement contributes its patented chromatographic separation and purification platform technology, which offers a modular and scalable approach to rare earth refining while reducing environmental impact.
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