American Resources Corp

AREC

Market cap $230M

Global demand for battery energy storage systems (BESS) is entering a sharp acceleration phase, driven by rapidly falling costs, rising electricity demand from AI infrastructure, and tightening energy security concerns, according to UBS. In a recent report, the bank said global BESS demand could reach 1.6 TWh by 2030, up about 6% from prior estimates, with the US and other regions seeing the strongest upward revisions.

American Resources Corporation (AREC) Shareholder/Analyst Call Transcript

Mark Jensen, Chief Executive Officer, to Provide a Comprehensive Shareholder Update and Discuss Key Company Initiatives Live Video Webcast Thursday, April 16, at 10 a.m. ET Join the Webcast Here FISHERS, IN / ACCESS Newswire / April 10, 2026 / American Resources Corporation (NASDAQ:AREC) ("American Resources" or the "Company"), a leader in the critical mineral supply chain, today announced that Mark Jensen, Chief Executive Officer of American Resources, will participate in a Virtual Investor CEO Connect Shareholder & Business Update webcast on Thursday, April 16, 2026, at 10 a.m.

American Resources is upgraded from Hold to Buy as capacity expansion and secured feedstock materially improve the risk/reward profile. AREC's ReElement production is scaling to 16,000 MT by Q3 2026, quadrupling prior revenue projections and potentially driving forward P/S well below 1x. The Mitsubishi Materials partnership secures critical feedstock, reducing operational risk and supporting long-term scalability at the Marion facility.

FISHERS, IN / ACCESS Newswire / April 6, 2026 / American Resources Corporation (NASDAQ:AREC) ("American Resources") through its affiliated minority holding in ReElement Technologies Corporation ("ReElement"), a leading U.S. innovator in rare earth element (REE) and critical mineral refining for commercial and defense industries, today announced its participation in a series of conferences and meetings for the month of April. These engagements are intended to advance customer, investor, and strategic partner discussions around critical mineral supply chains, industrial innovation and circular economy solutions.

American Resources Corp (NASDAQ:AREC) announced a new strategic collaboration involving its affiliated minority holding, ReElement Technologies Corporation, and Mitsubishi Materials Corporation, aimed at strengthening rare earth and critical mineral supply chains across the United States and Japan. The agreement includes a strategic investment by Mitsubishi Materials in ReElement, signaling support for the company's refining-focused approach to processing rare earth elements and other critical minerals.

Partnership and strategic investment support development of circular rare earth and critical mineral supply chains across the United States and Japan Collaboration combines advanced feedstock sourcing, preprocessing, and refining capabilities FISHERS, IN / ACCESS Newswire / March 31, 2026 / American Resources Corporation (NASDAQ:AREC) ("American Resources"), through its affiliated minority holding in ReElement Technologies Corporation ("ReElement"), a U.S. innovator in rare earth element (REE) and critical mineral refining for commercial and defense industries, today announced a strategic collaboration with Mitsubishi Materials Corporation ("MMC"), a global leader in advanced materials and resource circulation, which includes a strategic investment in ReElement. The strategic investment underscores MMC's confidence in ReElement's refining-first platform and further aligns both companies in advancing scalable, economically viable solutions for critical mineral supply chains across the United States and allied nations.

American Resources Corp (NASDAQ:AREC) said earlier this week it is advancing expansion at its ReElement Technologies facility in Marion, Indiana, as it scales rare earth and critical minerals processing capacity to meet rising demand. CEO Mark Jensen told Proactive planned production capacity has been increased to more than 16,000 metric tons from about 8,000 metric tons, citing growing interest from defense and commercial customers.

American Resources Corp (NASDAQ:AREC) announced that its minority-owned subsidiary ReElement Technologies has expanded the planned capacity of its rare earth and critical mineral refining campus in Marion, Indiana, while maintaining its construction timeline and budget. ReElement's Phase 1 buildout now includes four production lines with total capacity expected to exceed 16,000 metric tons per year of separated, high-purity oxides.

Phase 1 expanded to four production lines with over 16,000 metric tons of separated, high-purity oxide capacity Initial production expected in Q3 2026, with full Phase 1 rollout through year-end - project remains on time and under budget FISHERS, IN / ACCESS Newswire / March 26, 2026 / American Resources Corporation (NASDAQ:AREC) ("American Resources") through its affiliated minority holding in ReElement Technologies Corporation ("ReElement"), a U.S. innovator in rare earth element (REE) and critical mineral refining for commercial and defense industries, today provided an update on the Phase 1 buildout of its Marion, Indiana, refining campus. With global refining capacity highly concentrated outside the United States, ReElement's expansion is positioned to address one of the most significant structural gaps in the critical mineral supply chain.