Company: JUPGF
Filing Date: 2025-08-27
Form Type: DRS/A
Source: 0001493152-25-012379
Chunk: 62

Company: ATLAS CRITICAL MINERALS Corp
Filing Date: 2025-08-27
Form: DRS/A
Chunk 62
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 administration launched this U.S.-led                                                      
 initiative with the EU and 13 other nations to finance critical mineral projects, counter China’s dominance, and enhance global           
 cooperation.                                                                                                                              |
| ● | Executive Order 14017 (2021): Biden issued this order to assess U.S. supply chain                                                         
 vulnerabilities and implement over 70 actions to strengthen resilience in critical minerals, semiconductors, and other strategic sectors. |
| ● | Progress on Projects: Under the Mineral Security Partnership, approximately 32                                                            
 projects were initiated across the supply chain, including 19 focused on upstream mining and extraction.                                  |

The Second Trump Administration

Escalation of Trade Disputes: During the second Trump administration, the U.S. has enacted tariffs on China which have escalated to 145%. China counter-acted with imposition of 125% of tariffs in U.S. goods and a prohibition of the export of processed rare earth minerals to the U.S.

China

China has repeatedly used export controls on critical
minerals, disrupting global and U.S. supply. Rare earth quotas, imposed since the 2000s, drew concern after China halted shipments to
Japan in 2010. More recently, China retaliated against U.S. tariffs by restricting the export of key minerals. In response to supply chain vulnerabilities, the U.S. imposed a 25% tariff on Chinese graphite anodes to encourage domestic production in June of 2024. China countered with export permit requirements for graphite products, directly affecting U.S. imports.

China implemented an outright ban on exporting antimony to the U.S.in December 2024 and prices in the U.S. increased 250%. China produces approximately 48% of global antimony.

China also implemented an outright ban on exporting germanium to the U.S. in December 2024. China produces approximately 60% of global germanium. China also implemented an outright ban on exporting gallium to the U.S. in December 2024. China produces approximately 98% of global gallium.

On April 4, 2025, China unveiled export controls on seven critical rare earth elements - samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium.

Through
strategic investments and export controls, China has cemented its influence over critical mineral supply chains, representing a significant
challenge to the U.S. economy and security.

Rare Earths Elements

Overview

Rare earth elements, or simply