AREC and ERI Collaborate to Enhance the U.S. Rare-Earth Supply Chain
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 01 2025
0mins
Source: NASDAQ.COM
Partnership Announcement: American Resources Corporation's ReElement Technologies has partnered with ERI to process rare-earth elements from recycled electronics, aiming to create a domestic supply chain for these materials.
Production and Demand: ReElement is already shipping high-purity rare-earth oxides to commercial and defense customers, with plans for large-scale production at a new facility in Marion, IN, set to begin in early 2026.
Stock Performance: Shares of AREC have surged 133.6% over the past year, significantly outperforming the industry average of 14.8%, and the company holds a Zacks Rank of #2 (Buy).
Earnings Estimates: Other companies in the Basic Materials sector, such as Equinox Gold, Barrick Mining, and CSW Industrials, are also showing strong earnings growth, with significant year-over-year increases projected for their current fiscal-year earnings.
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Analyst Views on B
Wall Street analysts forecast B stock price to rise
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 46.350
Low
44.31
Averages
58.14
High
71.00
Current: 46.350
Low
44.31
Averages
58.14
High
71.00
About B
Barrick Mining Corporation is a gold and copper producer, which is engaged in the production and sale of gold and copper, as well as related activities, such as exploration and mine development. The Company has ownership interests in producing gold mines that are located in Argentina, Canada, Cote d’Ivoire, the Democratic Republic of Congo, the Dominican Republic, Papua New Guinea, Tanzania and the United States. Its copper mines are located in Zambia, Chile and Saudi Arabia. Its operations include Nevada Gold Mines, Bulyanhulu, Jabal Sayid, Kibali, Loulo-Gounkoto, Lumwana, North Mara, Porgera, Pueblo Viejo, Veladero and Zaldivar. Its Bulyanhulu operation is located in north-west Tanzania, over 55 kilometers (km) south of Lake Victoria and 150 km southwest of the city of Mwanza. The Jabal Sayid copper operation is located approximately 350 km north-east of Jeddah in the Kingdom of Saudi Arabia. The Lumwana copper mine is a conventional open pit operation.
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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See More
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- Silver Price Decline: Silver prices also dropped significantly, falling from $93.73 per ounce at the end of February to $82.46 today, marking a 6.1% decrease, which suggests a weakening demand for safe-haven assets among investors.
- Strong Dollar Impact: The strengthening U.S. dollar, viewed as a safe haven, has reduced the cost of purchasing gold and silver, contributing to the decline in precious metal prices, while shifting market expectations regarding future inflation and interest rates.
- Barrick Mining Stock Drop: Barrick Mining Corporation's stock plummeted by 8.7% due to falling gold and silver prices, despite an expected earnings growth of nearly 16% next year, leading to diminished investor confidence in its future performance.
See More
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- Surge in Oil Prices: WTI crude oil prices rose over 8% to an 8.5-month high due to Iran's threats to close the Strait of Hormuz, potentially causing long-term disruptions in global energy markets and raising inflation expectations.
- Rising Bond Yields: The 10-year German bund yield climbed to a 2.5-week high of 2.814%, reflecting market worries about future inflation, which may prompt investors to shift towards bonds for safety.
- Economic Data Focus: This week, the market will focus on U.S. employment data and economic indicators, with the ADP employment change expected to rise by 40,000 and the ISM services index anticipated to slip slightly, indicating potential economic slowdown.
See More
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- Strong Market Reaction: Spot gold prices surged as much as 2.7% to trade above $5,400 an ounce, marking a one-month high, indicating the market's sensitivity to geopolitical risks and inflation expectations.
- Central Bank Buying Trend: As geopolitical fragmentation intensifies, BRIC central banks are reducing their holdings of dollar-denominated assets in favor of gold, a trend expected to persist and further support gold prices.
- Supply Chain Concerns: Following retaliatory strikes by Iran, the UAE partially closed its airspace, impacting gold shipments and heightening market worries about supply disruptions, which in turn boosts demand for gold as a safe haven.
See More
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- Significant Profit Growth: Economist Peter Schiff highlights that gold miners are expanding profit margins and earnings beyond internal forecasts, driven by gold prices holding above $5,000 per ounce since January, while production costs remain relatively stable, enhancing profitability.
- Market Valuation Discrepancy: Despite strong operational performance, many miners trade at modest forward earnings multiples, indicating a disconnect between their market valuation and actual performance, potentially presenting buying opportunities for investors.
- Investor Skepticism: Mining stocks often retreat during brief pullbacks in gold prices, despite record cash generation, suggesting that investors lack confidence in the sustainability of elevated prices, even as central bank demand remains robust.
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See More
