Atlas Critical Stock Price, News & Analysis

Atlas Critical Minerals Corporation (NASDAQ: ATCX) is a mineral exploration and development company focused on critical minerals projects in Brazil. According to company disclosures, Atlas Critical Minerals advances projects in rare earth elements, nuclear-grade graphite, uranium, and iron ore, with these commodities described as essential for advanced technology applications, energy transformation, and defense uses. The company controls a large portfolio of mineral rights in Brazil encompassing more than 218,000 hectares, which it characterizes as one of the largest critical minerals portfolios among publicly traded companies.

Atlas Critical Minerals’ portfolio includes mineral properties for rare earths, graphite, titanium, copper, uranium, and nickel, and it also owns mineral rights for iron ore, quartzite, gold, and diamond properties. Its projects and mineral rights are located in several Brazilian states, including Minas Gerais, Goiás, Bahia, Ceará, Piauí, Pará, and Tocantins, as described in company news releases. The company’s shares trade on the Nasdaq Capital Market under the ticker symbol ATCX.

Rare earths projects

The company highlights a dual rare earths strategy. Its Alto do Paranaíba Rare Earths Project, in Minas Gerais state, comprises mineral rights over conglomerate-type formations with rare earth mineralization and titanium as a potential commercial byproduct. Company disclosures reference extensive surface sampling and initial drilling that confirmed near-surface rare earth mineralization, and an SK 1300 Technical Report on this project filed with the U.S. Securities and Exchange Commission (SEC) under Item 1300 of Regulation S-K.

The Iporá Rare Earths Project, in Goiás state, targets ionic clay deposits. Atlas Critical Minerals reports drilling intercepts containing total rare earths oxides (TREO) and magnetic rare earths oxides (MREO), along with metallurgical testing that achieved recovery rates exceeding 60% for certain magnetic rare earth elements. A separate SK 1300 Technical Report on the Iporá Project has also been filed with the SEC, according to company news.

Graphite project

In graphite, the company’s Malacacheta Graphite Project in Minas Gerais state is described as having achieved nuclear-grade graphite quality. An SK 1300 Technical Report was prepared for this project, and Atlas Critical Minerals reports that graphite concentrate samples tested by American Energy Technologies Company, a U.S. laboratory specializing in graphite, reached 99.9995 wt.% carbon purity through thermal purification. The company states that this level of purity meets stringent nuclear-grade specifications and that the results were incorporated into an updated Graphite Technical Report filed with the SEC.

Uranium portfolio

Atlas Critical Minerals describes a strategic uranium portfolio covering 143,725 hectares across 39 mineral rights in several Brazilian states, including Bahia, Ceará, Goiás, Piauí, Pará, and Tocantins. Some of these mineral rights are reported to be adjacent or close to areas restricted by Brazil’s government because of high uranium potential. Company communications note that Brazil ranks among the world’s top ten countries in uranium reserves and present this portfolio as offering exploration potential in an underexplored jurisdiction.

Iron ore operations

The company also reports a revenue-generating iron ore business through the Rio Piracicaba Iron Ore Project in Brazil’s Iron Quadrangle. According to Atlas Critical Minerals, this project commenced revenue-generating operations in late November 2025. Iron ore from the project is transported to a contracted third-party processing facility for conversion into sinter feed. The company describes this as a capital-light operating model, under which Atlas Critical Minerals receives revenues from raw iron ore sales with pricing linked to Platts IODEX 62% Fe benchmarks and protected by a pre-determined floor.

Project portfolio and mineral rights

Earlier descriptions of the company’s portfolio reference projects such as Alto Paranaiba, Malacacheta, Arcos, Goias, Tocantins, and Rio Piracicaba, along with other projects in Brazil. The portfolio principally includes mineral properties for rare earths, graphite, titanium, copper, uranium, and nickel, and mineral rights for iron ore, quartzite, gold, and diamond properties. Company materials emphasize the scale of its mineral rights position in Brazil and the focus on minerals that are considered critical for technology, energy, and defense-related uses.

Listing and capital markets activity

Atlas Critical Minerals has reported that its common shares commenced trading on the Nasdaq Capital Market under the ticker symbol ATCX following approval of its listing. Prior to this Nasdaq listing, the company’s shares were quoted on the OTCQB under the symbol JUPGF. The company has also announced the pricing and closing of an upsized underwritten public offering of common stock, with stated use of proceeds to advance exploration and development activities across its critical minerals project portfolio in Brazil and for general corporate purposes.

Regulatory reports and technical documentation

The company refers investors to its filings with the U.S. Securities and Exchange Commission, including Form 20-F and multiple SK 1300 Technical Reports covering the Alto do Paranaíba rare earths project, the Iporá rare earths project, the Malacacheta graphite project, and the Rio Piracicaba iron ore project. These filings provide technical, geological, and risk factor information related to the company’s mineral properties and operations.

Business focus

Across its portfolio, Atlas Critical Minerals positions itself as an exploration and development company focused on critical minerals in Brazil, with an emphasis on rare earths, nuclear-grade graphite, uranium, and iron ore. Company communications highlight the role of these minerals in advanced technology, energy transition, and defense applications, and present the iron ore operation as a source of revenue that can contribute to funding exploration and development of the broader project portfolio.