Company: JUPGF
Filing Date: 2025-09-25
Form Type: F-1/A
Source: 0001493152-25-014979
Chunk: 100

Company: ATLAS CRITICAL MINERALS Corp
Filing Date: 2025-09-25
Form: F-1/A
Chunk 100
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 as a critical mineral, essential for national security and economic stability.
Currently, the U.S. relies heavily on imports for its graphite supply, with a substantial portion coming from China. This reliance poses
risks, especially in light of geopolitical tensions and trade restrictions. To mitigate these risks, the U.S. government is actively
pursuing strategies to bolster domestic production and processing of natural graphite, which could enhance supply chain resilience and
support the growth of clean energy technologies.

When comparing natural
graphite to synthetic graphite, several advantages of natural graphite become apparent. Natural graphite typically has a higher crystalline
structure, which results in better electrical and thermal conductivity than synthetic graphite. Additionally, natural graphite is often
less expensive to produce, as it requires less energy and fewer resources compared to the energy-intensive processes involved in synthesizing
graphite. The environmental impact of natural graphite extraction can also be lower than that of synthetic graphite production, particularly
when sustainable mining practices are employed. As demand for graphite continues to rise, the benefits of natural graphite over synthetic
alternatives will likely play a crucial role in shaping future supply chains and market dynamics.

In summary, natural graphite
is a vital resource with significant reserves concentrated in a few countries, primarily China. Its applications in batteries and other
industries underscore its importance to the U.S. economy, particularly as the nation seeks to enhance its technological capabilities
and reduce reliance on imports. The advantages of natural graphite over synthetic graphite further highlight its potential role in supporting
sustainable development and clean energy initiatives.

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Graphite in Brazil

Brazil holds significant
potential for natural graphite production, boasting the second-largest reserves of this critical mineral globally, estimated at approximately
74 million metric tons as of 2024. This positions Brazil as a key player in the graphite market, particularly as demand for natural graphite
is projected to grow rapidly due to its essential role in various applications, including batteries for EVs, lubricants, and steel production.
The Brazilian graphite market is expected to experience a compound annual growth rate (“CAGR”) of 6.1% from 2025 to 2030,
with natural graphite being the fastest-growing segment within the industry.

The country is also strategically
positioned to capitalize on the Increasing global demand for graphite, driven by the transition to renewable energy and the electrification
of transportation. Brazil’s government is actively promoting the development of its mineral resources, including graphite, to enhance
its industrial capabilities and reduce reliance on imports. However, challenges