Core Viewpoint - American Resources Corp's affiliated platform, ReElement Technologies Corporation, will participate in the Investing in African Mining Indaba 2026 conference to engage with stakeholders in the critical minerals sector [1] Group 1: Company Strategy - ReElement Technologies aims to build strong partnerships with African stakeholders to enhance minerals processing capabilities on the continent [1] - The strategy is designed to support industrialization and economic development in Africa while ensuring reliable and transparent critical mineral supply chains for American industry and allied nations [1] Group 2: Focus Areas - ReElement is focused on developing collaborative solutions to address supply chain vulnerabilities, particularly for rare earth elements and other strategic minerals essential for advanced manufacturing and clean energy technologies [1] - The company emphasizes the importance of these minerals for national security applications in the United States and partner countries [1] Group 3: Conference Significance - The Investing in African Mining Indaba conference is recognized as a premier global forum for mining professionals, investors, and industry leaders to explore Africa's mineral potential [1] - The event serves as a key platform for policy discussion, investment engagement, and strategic collaboration, shaping the future of mining and resource development in Africa [1]

Core Viewpoint - American Resources Corporation and its affiliate ReElement Technologies are participating in the Investing In African Mining INDABA 2026 to engage with stakeholders in the critical mineral sector [1] Group 1: Company Activities - American Resources Corporation and ReElement Technologies will be offering thought leadership at the event [1] - The companies aim to meet with customers, investors, and strategic partners within the critical mineral, technology, and industrial innovation ecosystems [1]

Group 1 - U.S. rare earth miners' shares increased in pre-market trading following the announcement of a $12 billion critical mineral reserve by President Trump [1] - The critical mineral reserve, known as Project Vault, aims to counter China's dominance in rare earth minerals and protect U.S. industries from supply shocks [2][3] - The plan includes $2 billion in private funding and a $10 billion loan from the U.S. Export-Import Bank to support the initiative [3] Group 2 - Rare earths are essential for various technologies, including smartphones, electric vehicles, and military systems, highlighting their importance in the supply chain [3] - The reserve is modeled after existing strategic stockpiles and aims to support U.S. industry while avoiding future disruptions [4]

Core Viewpoint - The article highlights the significant rise in the rare earth sector, driven by the announcement of the "Project Vault," a strategic critical minerals reserve initiative by the U.S. government, aimed at protecting manufacturers from supply shocks. Group 1: Market Reaction - On February 2, pre-market trading showed a strong performance in rare earth stocks, with NioCorp Developments up nearly 9% and Critical Metals up over 7% [1] - Other notable gains included TMC the metals (6.5%), American Resources (6.01%), United States Antimony (6%), USA Rare Earth (5.71%), and MP Materials (4.88%) [2] Group 2: Project Vault Details - The "Project Vault" will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, aimed at purchasing and storing mineral resources for various industries [3] - The Export-Import Bank's board is expected to approve this record-setting 15-year loan, which is more than double the size of the bank's second-largest transaction in history [4] Group 3: Strategic Importance - The reserve will cover rare earths and other strategically important elements, helping companies hedge against price volatility without the need to stockpile materials [4][5] - Major companies involved include General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google, indicating strong industry support for the initiative [5] Group 4: Market Stability - The initiative is designed to stabilize markets and mitigate price fluctuations, which can significantly impact financial statements, as seen with the historical spike in nickel prices following the Russia-Ukraine conflict [5] - Commodity traders will be responsible for sourcing raw materials to fill the reserves, further emphasizing the project's market-oriented approach [5] Group 5: Investor Confidence - The project has reportedly received oversubscription, reflecting investor confidence in the creditworthiness and long-term commitments of the participating companies [6]

Core Insights - Project Vault is a strategic initiative by the U.S. government to establish a critical-minerals stockpile with an initial funding of $12 billion, aimed at reducing reliance on Chinese rare earth minerals [1][2] - The funding structure includes $1.67 billion from private capital and a $10 billion loan from the U.S. Export-Import Bank, which is expected to authorize the loan shortly [1][2] - The initiative is designed to protect U.S. tech firms, automakers, and manufacturers from supply shocks related to critical minerals [2] Group 1 - Project Vault aims to create a stockpile of critical minerals to mitigate supply chain risks and reduce dependence on China [2] - The U.S. Export-Import Bank is anticipated to vote on a 15-year loan to support this initiative [2] - American Resources Corp. has entered into a $1.4 billion deal to develop a domestic rare earth magnet supply chain through partnerships with ReElement Technologies and Vulcan Elements [3]

Core Insights - The Trump administration has decided to abandon plans to guarantee a minimum price for U.S. critical minerals projects due to potential lack of congressional funding and market pricing complexities [1] - This policy shift will influence future deals but does not affect the previously agreed price floor for MP Materials set last July [3] Industry Developments - The administration's renewed focus on domestic critical minerals includes a recent investment of $1.6 billion in USA Rare Earth Inc., aimed at reducing reliance on China for key rare earth elements [4] - MP Materials announced a public-private partnership with the U.S. Department of War, involving a $400 million investment in preferred shares and $1 billion in financing for a new U.S. magnet plant [5] - American Resources Corp. is building a fully domestic rare earth magnet supply chain with a $1.4 billion deal to produce 10,000 metric tons annually [6]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is committed to adopting technology to enhance its workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Core Insights - American Resources Corporation's subsidiary, Electrified Materials Corporation (EMCO), has begun receiving shipments of end-of-life lithium-ion batteries to support domestic refining and mineral independence [1][2] Group 1: Company Activities - EMCO is collaborating with supply-chain partners, including Blackion LLC, to manage lithium-ion batteries from various sources, including electric vehicles and consumer electronics [2] - The company provides preprocessing services for different lithium-ion battery chemistries, aiming to recover valuable elements like lithium, cobalt, and nickel for refinement [3] - EMCO's conditioned battery materials are supplied to ReElement Technologies Corporation, creating a closed-loop solution for battery materials [4] Group 2: Strategic Importance - The partnership between EMCO and ReElement supports U.S. economic competitiveness and national security by reducing reliance on foreign refining capacities [4] - EMCO plans to expand its operations and partnerships throughout 2026 to enhance its role in U.S.-based critical mineral refining [4] Group 3: Company Overview - EMCO specializes in recycling metals and minerals, focusing on ensuring a secure domestic supply of essential materials for various markets [5] - ReElement Technologies Corporation, affiliated with American Resources, provides high-performance refining for rare earth and critical battery elements [6] - American Resources Corporation is focused on developing innovative solutions in the critical mineral supply chain, including mining and recycling operations [7][8]

Core Insights - American Resources Corporation (AREC) has achieved a significant milestone through its minority stake in ReElement Technologies Corporation, successfully producing ultra-high-purity samarium for commercial and defense applications [1][8] - The production process developed by ReElement meets purity levels exceeding 99.9%, essential for samarium cobalt magnet-grade materials used in defense and advanced industrial applications [1][8] Production and Technology - ReElement's progress is based on refining SEG+ ore concentrates and other mined concentrates with elevated heavy rare earth elements, showcasing a versatile and efficient multi-mineral, multi-feedstock refining platform [2] - This platform enables the processing of recycled materials to address near-term supply gaps while also refining ores and concentrates for long-term supply security [2][4] - ReElement's modular technology allows for rapid deployment, lower capital and operating costs, and compliance with U.S. environmental standards, enhancing supply-chain resilience and supporting national security [4][8] Market Demand - The demand for samarium cobalt magnets is increasing rapidly due to recent supply disruptions, as these magnets are critical for precision-guided munitions, aircraft and missile actuators, secure communications systems, high-temperature motors, sensors, and aerospace platforms [3][8] Stock Performance - AREC stock has experienced a remarkable gain of 374.6% over the past year, significantly outperforming the industry's growth of 42.3% [6]