Greetings All,
As the world accelerates toward clean energy, electric vehicles, advanced manufacturing, and digital infrastructure, critical minerals have become the backbone of modern civilization. Rare earth elements, graphite, titanium, uranium, and iron are essential for everything from EV batteries and wind turbines to fighter jets, submarines, and advanced defense systems.
Yet global supply chains remain dangerously concentrated, with China controlling roughly 70% of global rare earth mining and up to 90% of processing capacity!
This concentration has created urgent economic and national security concerns, pushing governments—particularly the United States—to wean themselves off China. Under President Trump, rare earth independence has been elevated to a national priority.
Against this backdrop, Atlas Critical Minerals (NASDAQ: ATCX), which has just begun trading on the Nasdaq, stands out as a timely and strategically positioned company offering a diversified, geopolitically secure alternative through its extensive critical minerals portfolio in Brazil.
Breaking China's Grip on Critical Minerals
China's dominance of rare earths and other strategic minerals has exposed Western economies to supply shocks and political leverage, underscored by recent export controls and heightened oversight of defense and semiconductor users.
The U.S. government has responded with unprecedented action, including a $400 million Pentagon investment in MP Materials, long-term price guarantees of $110/kg for rare earth oxides, and direct support for rebuilding non-China supply chains.
ATCX, operating in politically stable and neutral Brazil—home to the world's third-largest, rare earth reserves—is positioned to benefit from this global push to diversify supply and secure access to materials critical for defense, clean energy, and advanced technologies.
COMPANY OVERVIEW
Atlas Critical Minerals (NASDAQ: ATCX) controls more than 218,000 hectares of mineral rights across Brazil, spanning rare earths, titanium, graphite, uranium, and iron ore. Its strategy combines advancing high-quality exploration projects with generating early cash flow from its Rio Piracicaba iron ore operation, which began producing revenue in Q4 2025.
This diversified, multi-commodity approach reduces risk while positioning ATCX at the center of several high-demand sectors, from EV batteries and clean energy infrastructure to U.S. and allied defense applications.
RARE EARTHS & TITANIUM
ATCX's Alto Paranaíba and Iporá projects sit in Brazil's most promising rare earth regions. Surface sampling at Alto Paranaíba returned grades of up to 28,870 ppm TREO and 23.2% TiO₂, while drilling at Iporá has delivered high magnet rare earth oxide recoveries, heavy rare earth content, and strong metallurgical results.
With magnet rare earth demand projected to double by 2050—driven largely by EVs and military systems—these projects position ATCX as a potential key supplier outside of China.
GRAPHITE & URANIUM
Atlas' Malacacheta graphite project has confirmed nuclear-grade purity of 99.9995% carbon through independent U.S. laboratory testing, opening the door to premium markets that command 10–15x higher pricing than standard flake graphite.
In uranium, ATCX controls 143,725 hectares across 39 mineral rights in Brazil, strategically positioned for future legislative changes as global nuclear energy demand rises and uranium prices remain elevated. Together, these assets enhance Atlas' long-term optionality across multiple critical mineral markets.
Iron Ore Revenue Supporting Growth
The Rio Piracicaba iron ore project, located in Brazil's Iron Quadrangle adjacent to Vale's Água Limpa mine, provides Atlas with near-term cash flow.
With all permits secured for 300,000 tons per year and reserves exceeding 7.85 million tons, this operation began generating revenue in Q4 2025, helping fund exploration and development of higher-value critical minerals without excessive reliance on external financing.
Experienced Leadership with a Proven Track Record
ATCX is led by CEO and Chairman Marc Fogassa, who previously grew Atlas Lithium to a Nasdaq listing and brings decades of financial, operational, and Brazilian market experience.
Supported by a seasoned technical and financial team, ATCX has the expertise needed to advance multiple projects efficiently from exploration to production while navigating regulatory, environmental, and geopolitical complexities.
THE BOTTOM LINE
Newly listed on the Nasdaq, Atlas Critical Minerals (NASDAQ: ATCX) enters public markets at a moment when critical minerals have become a national and global priority.
With a massive and diversified Brazilian portfolio, early revenue generation, strong government tailwinds, and direct relevance to U.S. defense and clean energy supply chains, ATCX represents a compelling non-China alternative in a sector defined by scarcity, geopolitics, and long-term demand growth.
As the world races to secure critical minerals outside of China, ATCX is positioning itself to be part of the solution. Put the stock on your radar!
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