American Resources (AREC) investor relations material

Strategic positioning and mission

• Focuses on securing critical mineral inputs essential for modern infrastructure, including digital, energy, and defense sectors.

• Leverages advanced refining technology from ReElement Technologies to convert diverse feedstocks into high-purity products.

• Aligns operations with U.S. government priorities and executive orders to strengthen national security and supply chains.

• Employs a capital-efficient, scalable approach to avoid large, risky investments.

• Enables domestic manufacturing and allied supply chain resilience.

Operational structure and assets

• Operates through divisions focused on critical mineral holdings, advanced refining, and electrified materials.

• Controls over 120 million tons of already-mined, strategically located rare earth resources.

• Aggregates and processes end-of-life, recycled, and waste materials for new production.

• Invests in mining assets and feedstock partnerships for high-quality raw materials.

• Aligns upstream supply with downstream demand for high-margin, high-purity products.

Feedstock sourcing and global reach

• Validated high-grade feedstock pipeline supports scalable rare earth oxide production.

• Sources both light and heavy rare earth elements, as well as strategic minerals and battery materials.

• Regional partnerships span Southeast Asia, Uzbekistan, South America, Africa, and the U.S.

• U.S. operations include control of coal-based byproduct resources and recycled material sourcing.

• Strategic partnerships in Africa and South America support regional growth and supply chain integration.