(3)
📊 Catalyst #2: Lithium Is Rebounding—and So Is ATLX
Lithium prices bottomed in mid-June and have since rebounded 17%—a strong move for a sector many had written off. ATLX moved in lockstep, rallying 36% off the lows. Timing matters here:
analysts still see near-term volatility, but the long-term trajectory remains bullish, powered by surging EV and energy storage demand. (2,3)
ATLX is in a prime position to ride that wave. Prices are rebounding, the company just reignited news flow, and macro tailwinds are back in focus—bringing fresh energy to
the entire lithium trade.
💼 Policy Shift: China Tariffs Reshape Lithium Flows
In May 2024, the U.S. imposed a 25% tariff on Chinese lithium-ion EV batteries, with a second 25% tariff on non-EV lithium-ion batteries set for 2026. These staggered tariffs mark a long-term strategy to reroute global supply chains away
from China. (1)
That plays directly into ATLX’s favor—its lithium is sourced in Brazil, its offtakes are locked in with Japan and China, and its production pipeline is fully independent of Chinese processing.
🏗️ Catalyst #3: Fully Permitted, Plant Delivered, Production Next
The
company’s Neves Project, located in Brazil’s Lithium Valley, is more than a potential—it’s already permitted and on the path to production. In October 2024, ATLX secured its final operational license to assemble and run its lithium processing plant. (3)
By March 2025, that modular DMS plant had arrived on site—141
pre-engineered containers ready for rapid assembly. No multi-year delays. No permit uncertainty. Just execution. (6)
The plant is designed to process up to 150,000 tonnes/year of battery-grade spodumene. With Brazil’s mining-friendly government, renewable power, and highway access to Atlantic ports, this is one of the most advanced lithium setups in the Western Hemisphere. (3)