ReElement Technologies

Supply chain relationships

• ERI

  Inbound - materials and robotics supply chain - ERI contracted to provide preprocessed end-of-life magnet material for ReElement rare-earth oxide refining

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• Vulcan Elements

  Outbound - materials and robotics supply chain - ReElement Technologies supplies separated rare-earth oxides for Vulcan Elements magnet production

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• Mark Jensen - CEO
• Jeff Peterson - Chief Operating Officer - Leads operational scale-up of ReElement refining capacity.
• Yi Ding, PhD - Chief Technology Officer - Owns development and commercialisation of the chromatography refining platform.
• Kirk Taylor - Chief Financial Officer - Leads financing and financial execution for refinery scale-up.

Events

• 2026-07-13 - Award - Department of War invests USD 25 million in ReElement expansion

  The agreement funds equipment, installation and working capital for domestic rare-earth and defence-critical mineral refining. The expanded lines will process end-of-life magnets and other recycled feedstocks into high-purity rare-earth oxides, yttrium, gadolinium, germanium and gallium. The agreement includes safeguards restricting transactions with foreign entities of concern and is government industrial-base support, not an equity round.

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• 2026-05-21 - Partnership - ReElement and POSCO International agree USD 200 million U.S. joint venture

  The companies signed the agreement on May 21, with POSCO International set to lead the venture as majority shareholder and ReElement supplying separation technology. The planned plant targets 3,000 tonnes of annual first-phase capacity and 6,000 tonnes after expansion. Pilot production is planned for late 2027 and mass production for 2028, so the milestone is an announced project rather than an operating facility.

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• 2025-11-26 - Partnership - ERI and ReElement form rare-earth magnet recovery partnership

  ERI’s eight U.S. processing facilities provide the collection and preprocessing network. ReElement receives the prepared feedstock at its Indiana refining operations. The agreement targets recovery of magnet materials from electronics for domestic commercial and defense supply chains.

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• 2025-11-21 - Market Signal - ReElement receives conditional USD 80 million federal loan commitment

  The wider USD 700 million conditional commitment allocated USD 620 million to Vulcan Elements and USD 80 million to ReElement. The proposed financing supports U.S. rare-earth separation, metallization and NdFeB magnet manufacturing capacity. No funds were disbursed at announcement; the commitment remained subject to financial, legal, technical and other closing conditions.

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• 2025-09-03 - Award - Department of War awards ReElement USD 2 million programme investment

  The award date was September 3, 2025; the government announcement was delayed until February 2026 by the shutdown. The IBAS-funded programme supports processing ores, recycled magnets and manufacturing waste at ReElement Marion, Indiana facility. The work targets high-purity neodymium, praseodymium, dysprosium and terbium oxides used in defence, autonomous systems and advanced magnets.

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• 2025-08-19 - Partnership - Vulcan and ReElement sign rare-earth oxide offtake agreement

  ReElement supplies separated rare-earth oxides for Vulcan’s NdFeB magnet manufacturing. The agreement connects upstream recycling and refining with downstream permanent-magnet production. The companies described the arrangement as a domestic mine-to-magnet supply-chain step.

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Relationships

• Vulcan Elements

  Magnet Supply Chain Partner - ReElement and Vulcan Elements received linked conditional federal commitments for separation and magnet production capacity.

• POSCO International

  Joint Venture Partner - ReElement and POSCO International agreed a USD 200 million U.S. rare-earth refining joint venture.