From Morning Watchlist <[email protected]>
Subject Tiny Nasdaq Firm (ATCX) is Aiming to Break China’s Grip on Critical Minerals.
Date January 26, 2026 3:11 PM
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U.S. Policy Shifts Accelerating Domestic Supply Chains! ͏  ͏
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NEWLY LISTED ON THE NASDAQ, ATLAS CRITICAL MINERALS (NASDAQ: ATCX)
ENTERS A GLOBAL RACE AGAINST CHINA FOR CRITICAL MINERALS AS U.S.
POLICY SHIFTS ACCELERATE DOMESTIC SUPPLY CHAINS!
[ATCX2] [[link removed]]

WITH A DIVERSIFIED BRAZILIAN PORTFOLIO, EARLY REVENUE GENERATION, AND
STRONG GEOPOLITICAL TAILWINDS, ATCX IS POSITIONING ITSELF AS A
NON-CHINA SOLUTION FOR RARE EARTHS, ENERGY TRANSITION METALS, AND U.S.
DEFENSE NEEDS!

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)
[[link removed]], 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 [[link removed]] (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! [[link removed]]

We are issuing this disclosure in compliance with Section 17(b) of the
Securities Act, which requires us to disclose any compensation
received or expected to be received in cash or in kind in connection
with the purchase or sale of any security.

We would like to inform you that we have received or expect to receive
compensation in connection with the purchase or sale of the securities
of Atlas Critical Minerals (NASDAQ: ATCX). The compensation consists
of up to $6,500 and was received/will be received from Sideways
Frequency.

This communication should not be considered as an endorsement of the
securities of adviser Atlas Critical Minerals (NASDAQ: ATCX) and we
are not responsible for any errors or omissions in any information
provided about the securities of Atlas Critical Minerals (NASDAQ:
ATCX) by Huge Alerts or Sideways Frequency.

We encourage you to conduct your own due diligence and research before
making any investment decisions. You should also consult with a
financial advisor before making any investment decisions.

This disclosure is made as of 01/26/2026.

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Behind the Markets, LLC
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