SPONSORED BY SIDEWAYS FREQUENCY AND DISSEMINATED ON BEHALF OF ATLAS LITHIUM CORPORATION*

Good Morning Market Enthusiast,

Trump’s trade war strategy? Still centered on cutting China out of the global supply chain.

And lithium is once again front and center in that fight.

In May 2024, the U.S. raised tariffs on EV lithium-ion batteries to 25%, and scheduled non-EV lithium-ion batteries to reach 25% by 2026. 🔋 (1) 

That wasn’t a soundbite—it was a structural policy shift designed to accelerate supply chain independence from China.

This matters because automakers like Tesla and BYD rely on stable, tariff-light mineral sources. With tariffs ratcheting higher, U.S. and global OEMs are being forced to rethink their sourcing strategies. 

The end result? Suppliers outside China’s orbit are no longer “alternatives” — they’re essential.

(3)

🌍 Enter: Atlas Lithium (NASDAQ: ATLX) (3)

Headquartered in Florida, ATLX controls the 100%-owned Neves Project in Minas Gerais, Brazil—nicknamed “Lithium Valley.” This region already is the core lithium hub of Brazil, hosting multiple operating and advanced projects.

And now, ATLX isn’t just about Neves.

🔥 Salinas Project — The Next Growth Frontier
On August 18, 2025, the company unveiled drill results from its 100%-owned Salinas Project, and they’re the kind of numbers that get lithium investors leaning forward. (11)
 

• 388 hectares of ground in northern Minas Gerais — strategically located just 5 miles east of Pilbara Minerals’ $370M Colina Project, a world-class deposit in its own right.
   
• 501 meters of diamond drilling completed in the first phase, with assays from SGS-Geosol confirming Li₂O grades above 2.0% at only 23 meters depth — shallow enough for low-cost open-pit mining.
   
• Continuous spodumene-rich pegmatites across multiple holes, proving the mineralization is not an anomaly but part of a broader system.
   
• Management framed Salinas as the “next growth frontier” — a second engine for future expansion while Neves drives near-term production.
   

Why it matters: Neves already looks strong on its DFS metrics. But the market loves optionality. Salinas is exactly that — a pipeline of shallow, high-grade lithium mineralization that could double ATLX’s long-term production profile. By staking out Salinas now, ATLX is showing that it isn’t a one-project story. It’s a multi-asset platform in the making, with the geology, permits, and momentum to back it up.

For context, Pilbara Minerals’ Colina Project next door commands a valuation in the hundreds of millions. The fact that Salinas is reporting >2.0% Li₂O at surface puts ATLX squarely in the same conversation — at a fraction of the market cap.

⚡ Lithium Prices Are Rebounding
Lithium prices collapsed into mid-2025, hitting multi-year lows on oversupply. But in late June, spot indexes began reversing sharply, climbing ~25–35% from the lows.

ATLX shares spiked ~20–28% on Aug 4 around the DFS, with follow-through in subsequent sessions.

(11)

The timing wasn’t lost on traders: ATLX shares surged alongside the rebound, with massive moves around major announcements. (2) 

These aren’t one-off bounces—they’re momentum tied to fundamental catalysts.

🚨 Latest News — Huge Developments

1. Rare Earths, Graphite, Titanium Discovery (4,7)
   On July 24, ATLX’s ~30%-owned subsidiary, Atlas Critical Minerals (OTCQB: JUPGF), released assays that turned heads:
    

• Rare Earths: up to 28,870 ppm TREO
• Titanium: up to 23.2% TiO₂
• Graphite: concentrate grade up to 96.6%

(12)

These results came just weeks after the Pentagon committed $400M to MP Materials to secure U.S. rare earth supply. 

The parallel? Governments are no longer waiting for the market—they’re funding supply chain resilience. ATLX, with exposure to REEs, graphite, and titanium through ACM, now plugs into that narrative.

1. Definitive Feasibility Study Filed (DFS) (3)
   On August 4, ATLX published its DFS for Neves. Highlights:

• After-tax NPV: $539 million
• IRR: 145%
• Payback: 11 months from start of production
• Opex: $489/tonne concentrate, among the world’s lowest
   

This DFS isn’t a wish list—it comes after a mining concession granted May 27, 2025, and the delivery of a pre-assembled processing plant. (3,6) 

Together, these milestones compress the timeline to cash flow.

🇧🇷 The Lithium Land Advantage (3)
 

• 208 square miles of mineral rights — largest footprint in Brazil among listed players
• Brazil ranked #5 globally in lithium production in 2023
• Brazil’s lithium output is rising quickly as new projects ramp up
• Phase 1 target: up to 150,000 tonnes/year of spodumene concentrate
• Phase 2: doubles to 300,000 tonnes/year
   

Brazil is rapidly scaling as a lithium export hub, and ATLX holds the single largest exploration footprint. 
 

🏗️ Plant Delivered and Ready (6)

In March 2025, ATLX completed delivery of its Dense Media Separation (DMS) plant:
 

• 141 containers, pre-engineered and fully assembled
• Rapid deployment design cuts months off commissioning
• Sustainable processing tech minimizes water and reagent use
   

This is a major de-risking step. Investors often discount juniors until they see real steel on the ground. ATLX has delivered — literally.

🤝 Strategic Global Partnerships Secured
 

• Mitsui & Co. (Japan): $30M equity investment + offtake rights: 15,000 tonnes Phase 1 and 60,000 tonnes/year Phase 2… Berkshire Hathaway is a significant Mitsui shareholder. (9)
   
• Chengxin & Yahua (China): ~$50M in combined equity + prepayments, locking in ~80% of Phase 1 production (120k tpa). Both supply lithium directly to Tesla and BYD. (10)
   

The takeaway? ATLX has already secured long-term customers across Asia. Supply is effectively spoken for before production has even started.

🔁 Atlas Critical Minerals Upside (4,7)

ATLX’s ~30% stake in ACM brings optionality beyond lithium. ACM controls projects in:
 

• Rare Earths
• Titanium
• Graphite
• Uranium
• Nickel
• Copper
• Iron Ore
• Quartzite
• Gold
   

This isn’t dilution—it’s a free upside kicker. The market may value ATLX as a lithium story today, but ACM’s results (like July’s assays) provide a pipeline of future catalysts across critical minerals.

📊 Analyst Coverage & Market Momentum
 

• Roth MKM: $20 target — over 3x current levels. (5)
• H.C. Wainwright: $19 target, citing strong project economics. (5)
   

Seeking Alpha: Flagged ATLX for top growth metrics, citing “A+ for growth, A for profitability, and improving revisions.” (8)
 

(11)

Coverage consensus? ATLX is de-risking rapidly, while market multiples still reflect a junior exploration discount.

(13)

🧠 Final Thoughts

ATLX is not just another junior explorer with pretty slides. It has:

✅ Brazil’s largest lithium land position (3)
✅ A delivered, install-ready processing plant (6)
✅ $80M+ in offtake agreements with Mitsui, Chengxin & Yahua (9,10)
✅ A DFS showing world-class economics (3)
✅ Near-term production visibility with permits in hand (3)
✅ Diversified exposure to REEs, titanium, and graphite via ACM (4,7)
✅ Tailwinds from lithium’s price rebound and global supply chain realignment (2)

📌 Bottom Line: ATLX is aligned for a breakout.

With a 145% IRR project, global offtake partners, multi-mineral upside, and policy momentum favoring Western Hemisphere supply, this setup is rare. Add the lithium price rebound and you have a story where macro tailwinds and micro execution line up almost perfectly.

Stay dialed in—this one is entering potential breakout territory.

To your success,

Max Masters

Co-founder, Market Tips Newsletter

Sources:
1. https://www.commerce.gov/news/fact-sheets/2024/05/fact-sheet-president-biden-takes-action-protect-american-workers-and
2. https://finance.yahoo.com/quote/ATLX/history/
3. https://www.atlas-lithium.com/wp-content/uploads/2025/03/Brief-Corporate-Overview-March-2025-1.pdf
4. https://finance.yahoo.com/news/atlas-lithiums-critical-minerals-subsidiary-120000471.html
5. https://www.tipranks.com/stocks/atlx/forecast
6. https://finance.yahoo.com/news/atlas-lithiums-modular-processing-plant-113000768.html
7. https://www.atlas-lithium.com/projects/atlas-critical-minerals/

8. https://finance.yahoo.com/news/atlas-lithium-reports-excellent-exploration-100000647.html

9. https://www.atlas-lithium.com/wp-content/uploads/2025/08/Atlas-Lithium-Brief-Corporate-Overview-August-2025.pdf

10. https://finance.yahoo.com/news/atlas-lithiums-critical-minerals-subsidiary-113000933.html
11. https://tradingeconomics.com/commodity/lithium

12. https://www.atlas-lithium.com/news/atlas-lithium-reports-excellent-exploration-progress-at-100-owned-salinas-project/
13. https://bit.ly/3USHPyj

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