ReElement expands rare earth capabilities

ReElement

ReElement expands rare earth capabilities with trial shipments of 99.99% oxides. ReElement expands rare earth capabilities to support US defense and advanced manufacturing. The program strengthens domestic separation capacity and reduces import reliance.

Trial shipments and product focus

ReElement has begun trial deliveries to qualified defense and commercial partners. The shipments include high-purity rare earth oxides for critical applications. The company targets yttrium, gadolinium, samarium, terbium, gallium, and germanium. These materials enable magnets, sensors, RF devices, and aerospace systems. As a result, US supply chains gain resilience and traceability.

Capacity roadmap and tolling model

ReElement currently operates in Noblesville, Indiana. It is expanding to produce up to 200 t/yr at 99.5–99.999% purity. Meanwhile, the 400,000 ft² Marion facility targets early 2026 start-up. Initial capacity could reach 4,400 t/yr, with scalable growth. Indexed pricing aims to compete with Asian refiners across elements. A tolling model offers discounts until customer capital is amortized. Therefore, buyers can secure bankable costs during program ramp-up. ReElement expands rare earth capabilities while aligning outputs with defense standards.

The Metalnomist Commentary

Trial shipments mark a credible step from lab to market. If Marion ramps as planned, US midstream capacity meaningfully improves. Watch feedstock availability, long-term offtakes, and purity yields to gauge execution risk.