Electrified Materials Corporation (NASDAQ: AREC) @electrifiedmat

How important is equilibrium stages in rare earth separation? Equilibrium stages are one of the most important concepts in rare earth separation because they determine how efficiently chemically similar rare earth elements can be separated from one another. Whether you’re using solvent extraction, chromatography, ion exchange, or another separation process, the process is fundamentally about repeatedly allowing elements to reach equilibrium between two phases. Here’s why equilibrium stages matter: Rare earths have extremely similar chemistry. Adjacent elements such as neodymium (Nd) and praseodymium (Pr), or dysprosium (Dy) and terbium (Tb), have only very small differences in their chemical behavior. A single equilibrium stage usually provides only a modest amount of separation. Purity depends on the number of effective stages. Each equilibrium stage increases the concentration of the desired element while rejecting impurities. The higher the required purity (99%, 99.9%, 99.99%+), the more effective stages are generally required. Stage efficiency is just as important as stage count. A process with fewer but highly efficient equilibrium stages can outperform a process with many inefficient stages. Engineers often refer to this as the number of theoretical stages or height equivalent to a theoretical plate (HETP) in chromatographic systems. Solvent Extraction Traditional solvent extraction relies on: Hundreds to thousands of mixer-settlers or extraction stages. Small separation factors between adjacent rare earths. Large volumes of organic solvents and acids. Long residence times and significant plant footprints. Because each stage provides only incremental separation, commercial rare earth plants often require very large cascades of equipment. Chromatography Chromatography also relies on equilibrium, but in a different way. Instead of hundreds of individual mixer-settlers, a chromatographic column contains thousands to tens of thousands of microscopic equilibrium interactions between the liquid phase and the stationary resin as the solution travels through the column. This offers several advantages: Very high effective stage density within a relatively compact column. Better mass transfer and sharper separation bands. Reduced chemical consumption compared with conventional solvent extraction. Easier modular scaling by adding parallel production trains rather than building increasingly complex extraction cascades. Scaling One interesting aspect of well-designed chromatography systems is that scaling to larger commercial columns does not necessarily reduce separation performance. If the system maintains: uniform flow distribution, consistent bed packing, appropriate residence time, and controlled operating conditions, then larger columns can maintain similar—or in some cases even improve—their effective theoretical stage performance while significantly increasing throughput. Bottom line Equilibrium stages are essentially the “currency” of rare earth separation. Every commercial process must create enough effective equilibrium interactions to distinguish elements that differ only slightly in chemical properties. The competitive advantage between different technologies is often not whether they use equilibrium—they all do—but how efficiently they generate effective equilibrium stages, how much chemical and energy input is required, how easily the process scales, and what purity and recovery can be achieved at commercial production rates. @ReElementTech

Our focus is on investing in cashflow and asset driven value chains. Our IP royalty streams for #rareearth and #critricalminerals with @ReElementTech has been nothing short of incredible. They have proven that the IP we have supported for #germanium scales quickly, effectively and cost competitive in the global markets. $RMCO @Amerresources $AREC

This is a major move by the administration to bring this industry back. Full circular life cycle! —Commerce Department moves to restrict black mass, tungsten scrap exports - Recycling Today recyclingtoday.com/news/commerce-… @ReElementTech @Amerresources $AREC

Aug 06, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $20,915.55 1 day: $+184.77 (+0.89%) 📈 YTD: +23.72% #Spodumene Concentrate (6%, CIF China) Price: $2,045.00 1 day: $+0.00 (+0.00%) ➡️ YTD: +32.11% Sponsored by @LibraEnergyMats

To compete in the rare earth sector you have to be able to compete based on costs and product mix. Our team has traveled the world over the last five years evaluating low cost rare earth feedstock opportunities. Only two jurisdiction possess the cost structure that can compete globally - Africa and South East Asia. The same areas that China gets a majority of their products (Breaking news, China doesn't mine a majority of the ore they refine in China, they do it through illegal mining operations all over South East Asia and Africa and import those low cost non taxed concentrates to massive toxic solvent extraction plants with really really cheap chemicals in China. Secondly, these assets also contain the mix of rare earths that are actually needed - Dy, Tb, Y, Sm and Gd. Nobody in the world today outside of China separates and purifies any of these products at commercial volumes (The only competitor we think that is getting close in Estonia). @ReElementTech is progressing to commissioning of its MREC line by end of year / beginning of first quarter 2027, with its other three lines coming online in 2026. With separation of all these products from MREC completed in 2026 in its smaller Noblesville plant. At @Amerresources we are negotiating (or bidding) on minority stakes in both regions where @ReElementTech can initially secure material for its Marion plant and eventually co locate its refining operations at the mines or locally within the countries where the mines are located - economic diplomacy, feedstock security, partnerships. The last few trips and partnerships we have established we are confident have expedited this strategy with the future deployment of capital that is already available on our balance sheet. $AREC @royaltymgmtcorp @electrifiedmat

Recycling means a lot of things. Our mission is full circular solutions for rare earth magnets, lithium ion batteries & other critical minerals and metals. Our relationship with @ReElementTech enables us to be the only commerical viable solution for LFP batteries @Amerresources

@LithiumPriceBot @LibraEnergyMats LFP battery recycling and refining in the U.S. economically.

Jun 11, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $24,501.15 1 day: $+110.37 (+0.45%) 📈 YTD: +44.93% #Spodumene Concentrate (6%, CIF China) Price: $2,458.00 1 day: $+11.00 (+0.45%) 📈 YTD: +58.79% Sponsored by @LibraEnergyMats

Our tipping fee for #lfp is the lowest in the industry because of our partnership with @ReElementTech we can make money off the #lithium so long as prices are about $7 per kg. Currently $29!

You have to love the battery business. Daily collection for our lithium carbonate deal with @ReElementTech @Amerresources $AREC

Strength! We have seen significant inflows to our storage site of lithium ion batteries. With our partnership with @ReElementTech we have a full circular supply chain in the United States! @Amerresources $arec

Lithium Price Bot @LithiumPriceBot

5 months ago

Apr 15, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $24,284.63 1 day: $+658.32 (+2.79%) 📈 YTD: +43.65% #Spodumene Concentrate (6%, CIF China) Price: $2,350.00 1 day: $+55.00 (+2.40%) 📈 YTD: +51.81% Sponsored by @LibraEnergyMats

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Apr 15, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $24,284.63 1 day: $+658.32 (+2.79%) 📈 YTD: +43.65% #Spodumene Concentrate (6%, CIF China) Price: $2,350.00 1 day: $+55.00 (+2.40%) 📈 YTD: +51.81% Sponsored by @LibraEnergyMats

Electrified Materials team is representing at MODEX 2026 conference focused on building the critical mineral recycling supply chain. Robotics, advanced AI chips, batteries, rare earth magnets and lasers for critical minerals. @Amerresources $arec

Mar 27, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $22,781.67 1 day: $+216.28 (+0.96%) 📈 YTD: +34.76% #Spodumene Concentrate (6%, CIF China) Price: $2,230.00 1 day: $+20.00 (+0.90%) 📈 YTD: +44.06% Sponsored by @LibraEnergyMats

Willcox International Advances West Virginia Rare Earth Project, Converting Coal-Based Byproducts into High-Value MREC einpresswire.com/article/901736… $winh @Amerresources @ReElementTech

@Amerresources Electrified Materials Expands Processing Capacity to Scale Domestic Circular Supply Chain for Rare Earth Elements & Critical Minerals 2 Tons per hour capacity with off take to @ReElementTech for ultra-pure refining $AREC feeds.issuerdirect.com/news-release.h…

Jan 27, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $24,734.73 1 day: $-1,290.51 (-4.96%) 📉 YTD: +46.61% #Spodumene Concentrate (6%, CIF China) Price: $2,205.00 1 day: $-30.00 (-1.34%) 📉 YTD: +43.04% Sponsored by @LibraEnergyMats

@royaltymgmtcorp $AREC doesn’t deserve to drop from $4.80 to 3.13 in a single week. Please don’t let manipulators screw up the investors.

As a growth company we are proud of also being able to return cash to our shareholders. How are we able to do that? We believe we have the lowest overhead of any NASDAQ listed company as our team is motivated by the alignment of interests with investors and shareholder returns versus salaries. ---------------- Royalty Management Holding Corporation First Quarter 2026 Cash Dividend $RMCO @Amerresources $AREC cdn.prod.website-files.com/60c6b8a12f427e…

Couldn’t be a better time to partner on #lithium recovery with our partnership with @ReElementTech @Amerresources $arec

Lithium Price Bot @LithiumPriceBot

7 months ago

Jan 28, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $24,688.88 1 day: $-71.77 (-0.29%) 📉 YTD: +46.32% #Spodumene Concentrate (6%, CIF China) Price: $2,190.00 1 day: $-15 (-0.68%) 📉 YTD: +42.36% Sponsored by @LibraEnergyMats

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