American Resources and SAGINT Launch Utility Token for Critical Minerals
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy AREC?
American Resources, through its minority holding in ReElement Technologies, and SAGINT announced the minting of a utility token for critical minerals, demonstrating technical readiness to support compliance with the U.S. Department of War's Defense Federal Acquisition Regulation Supplement requirements. The utility token, minted within a privately operated Sui Layer-1 blockchain environment, delivers immutable, end-to-end traceability for refined neodymium oxide produced at ReElement's Noblesville, Indiana refining facility. The token establishes a verifiable chain of custody across sourcing, processing, and refining, and is designed to function as an internal compliance and audit instrument for ReElement's refining platform and its customers by incorporating DFARS-relevant data and controls. By integrating SAGINT's institutional-grade blockchain platform with ReElement's advanced refining operations, the utility token captures and cryptographically records key data points-including material origin, processing integrity, and mass balance-creating a tamper-resistant provenance record. The system is designed to streamline compliance workflows, enhance supply-chain transparency, and support secure trade finance for U.S. manufacturers and defense contractors.
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Analyst Views on AREC
Wall Street analysts forecast AREC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AREC is 6.00 USD with a low forecast of 5.00 USD and a high forecast of 7.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 2.730
Low
5.00
Averages
6.00
High
7.00
Current: 2.730
Low
5.00
Averages
6.00
High
7.00
About AREC
American Resources Corporation is a raw materials solutions provider in the critical materials space for the rare earth magnet, lithium-ion battery and semiconductor elements supply chain for defense and commercial applications. Its primary operations are the production of rare earth and critical mineral concentrates through its internal operations from mining waste streams as well as through investment in various mines and recyclers that produce such concentrates. It has a portfolio of operations located in the Central Appalachian basin of eastern Kentucky and southern West Virginia. Its subsidiary is American Infrastructure Corporation (AIC). Its AIC has coal mining and processing operating subsidiaries, which include McCoy Elkhorn Coal LLC, Knott County Coal LLC, Deane Mining, LLC (Deane Mining), Wyoming County Coal LLC (Wyoming County), Perry County Resources (Perry County), and ERC Mining Indiana Corporation (ERC) located in southwest Indiana within the Illinois coal basin.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Funding Structure: The plan combines $2 billion in private funding with a $10 billion loan from the U.S. Export-Import Bank, with Trump stating that American taxpayers are expected to profit from the interest on the loan, highlighting the project's potential economic benefits.
- National Security Strategy: The new reserve is modeled after existing strategic petroleum and critical stockpiles, intended to support U.S. industry and prevent future supply disruptions, thereby enhancing national security and economic resilience.
See More
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- Project Funding: Trump is set to unveil a critical minerals stockpile initiative named Project Vault, which is expected to secure $12 billion in seed funding, including $1.67 billion from private capital and a $10 billion loan from the U.S. Export-Import Bank, highlighting the government's commitment to mineral supply chains.
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- Loan Authorization Process: The Ex-Im Bank is likely to vote on Monday to authorize the 15-year loan, which will provide essential funding support for the project's implementation and further promote the development of a domestic rare earth supply chain.
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- Industry Response: During a closed-door meeting in Washington, officials informed minerals executives that their projects must be financially viable without government price support, a policy shift that could impact industry investment confidence.
- Domestic Supply Chain Development: American Resources Corp. announced a $1.4 billion deal with ReElement Technologies and Vulcan Elements to establish a fully domestic rare earth magnet supply chain, producing 10,000 metric tons annually, indicating a strategic focus on critical minerals.
- Countering China's Influence: This move is part of the U.S. effort to ramp up mineral development to reduce reliance on China, ensuring national security and economic independence, reflecting the government's emphasis on critical mineral supply chains.
See More
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- Resource Potential: The indium-rich zones are closely associated with zinc mineralization, suggesting that the polymetallic system at Magno has further development potential, which could provide crucial insights for future exploration and mining efforts.
- Market Demand: As a critical mineral widely used in high-tech applications such as touchscreens and semiconductors, indium demand is expected to surge with the transition to clean energy, and GoldHaven's discovery will help meet this market need.
- Strategic Positioning: GoldHaven is advancing multiple projects across 133,186 hectares, and with ongoing exploration in Brazil and British Columbia, the company is poised to strengthen its competitiveness in the North American critical minerals market.
See More
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