Atlas Critical Minerals Confirms Nuclear-Grade Quality at Its Graphite Project
MWN-AI** Summary
Atlas Critical Minerals Corporation has announced a significant breakthrough in its Malacacheta Graphite Project located in Minas Gerais, Brazil. Independent testing by the American Energy Technologies Company (AETC) confirmed that the graphite concentrate has achieved exceptional nuclear-grade purity, reaching an impressive 99.9995% carbon content. This level of purity exceeds the required 99.999% for nuclear applications and positions Atlas to access the lucrative nuclear graphite market, where prices range from $25,000 to $35,000 per tonne—substantially above the standard battery-grade graphite price.
The successful purification process involved thermal treatment at 2,800°C in a nitrogen atmosphere, resulting in minimal impurities and demonstrating an environmentally friendly method without the use of halogen gases. The findings are documented in a technical report that adheres to Regulation S-K guidelines.
The purified graphite from Malacacheta is not only suitable for the nuclear sector but is also poised to serve multiple high-value markets, including lithium-ion battery production. This versatility highlights the project's geological advantages, specifically the presence of mineral impurities on flake surfaces, which simplifies the purification process.
Further analysis showed that the Malacacheta graphite exhibits characteristics similar to top-tier materials from renowned deposits, making it competitive on a global scale. The growing demand for high-purity nuclear graphite is fueled by the expansion of nuclear energy capabilities across the globe, with over 420 reactors currently operational and plans for substantial investment in new nuclear projects projected to double by 2030.
Overall, Atlas Critical Minerals is strategically positioned to capitalize on the burgeoning nuclear graphite market, amid a robust demand for critical minerals essential for defense and electrification.
MWN-AI** Analysis
Atlas Critical Minerals Corporation (OTCQB: JUPGF) has made a significant breakthrough by achieving nuclear-grade graphite purity of 99.9995% carbon at its Malacacheta Graphite Project in Brazil. This remarkable purity opens new avenues for the company, particularly in the ultra-premium nuclear graphite market, which commands prices between $25,000 and $35,000 per tonne—substantially higher than standard battery-grade graphite.
The achievement was validated by American Energy Technologies Company (AETC) through rigorous thermal purification tests, signifying Atlas’s capacity to meet stringent nuclear specifications. This high-quality production not only positions Atlas favorably against global competitors, including premium players in China, but also highlights its adroit maneuvering in a market where demand for high-purity materials is set to accelerate amid the ongoing renaissance in nuclear energy. With more than 420 operational reactors worldwide and a projected doubling of annual nuclear investments to $120 billion by 2030, Atlas is strategically placed to benefit from this trend.
Investors should note that the nuclear graphite segment presents a discretionary market opportunity, especially as countries intensify their nuclear power initiatives to meet energy security and decarbonization targets, backed by the promising potential of Small Modular Reactor technology.
Furthermore, the Malacacheta graphite’s potential in additional high-value applications—such as lithium-ion battery anodes—diversifies Atlas's prospects, enhancing its value proposition to investors. The company’s exceptional flake quality and advanced purification methods might significantly lower production costs, presenting an attractive financial outlook.
In conclusion, Atlas Critical Minerals stands at the cusp of a transformative phase. The stock merits careful consideration, given its entry into the lucrative nuclear-grade graphite market, alongside diversified applications in the expanding renewable energy landscape. Potential investors should stay attuned to developments that could further propel its market positioning and profitability.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
Independent U.S. Laboratory Testing Achieves Exceptional 99.9995% Carbon Purity; Opens Path to Ultra-Premium Nuclear Graphite Market
Belo Horizonte, Brazil--(Newsfile Corp. - November 12, 2025) - Atlas Critical Minerals Corporation (OTCQB: JUPGF) ("Atlas Critical Minerals" or the "Company"), an exploration company focused on critical minerals for defense applications and electrification, is pleased to announce that comprehensive characterization and thermal purification testwork performed on graphite concentrate from its Malacacheta Graphite Project in Minas Gerais, Brazil has achieved nuclear-grade purity specifications of 99.9995 wt.% carbon (99.9995% C).
The testwork was conducted by American Energy Technologies Company ("AETC"), a highly specialized U.S.-based graphite testing and processing expert, and documented in AETC's technical report dated October 15, 2025. The results position Atlas Critical Minerals to potentially access the ultra-premium nuclear graphite market, where material meeting nuclear-grade specifications commands prices of $25,000 to $35,000 per tonne, representing a 10-15x premium over standard battery-grade graphite.
Details on the studies performed and their results are available in the Technical Report Summary ("TRS") prepared in accordance with Item 1300 of Regulation S-K ("Regulation S-K 1300") and is annexed as an exhibit to the Form 6-K filed by the Company today with the Securities and Exchange Commission. The TRS was prepared by SGS Canada Inc. ("SGS"), a premier mineral evaluation company, with Marc-Antoine Laporte from SGS serving as the Qualified Person for Graphite.
Key Highlights
Nuclear-Grade Purity Achieved: Thermal purification at 2,800°C in an inert nitrogen atmosphere yielded loss on ignition (LOI) purity of 99.9995 wt.% carbon with ash content of only 0.0005 wt.%, meeting stringent nuclear-grade specifications. This exceptional purity level was achieved without the use of halogen gases, demonstrating an environmentally superior purification process.
Diversified Premium Market Opportunities Beyond Nuclear: The successfully purified Malacacheta graphite qualifies for multiple ultra-high-value applications beyond nuclear energy, including lithium-ion battery anodes, among others. A key geological advantage — mineral impurities located on flake surfaces rather than intercalated within the structure — enabled the efficient achievement of 99.9995 wt.% purity without halogen gas usage, which has the potential to qualify the Company's material for superior purification economics and environmental benefits.
Competitive with Global Leaders: Post-purification BET (Brunauer-Emmett-Teller) test results showing a surface area of 0.89 m²/g places the Company's Malacacheta graphite on par with leading materials from established deposits, including premium Chinese flake graphite from Qingdao province.
Robust Crystalline Flake Structure: Scanning electron microscopy (SEM) analysis confirms the presence of naturally occurring thick, robust flake particles, including specimens measuring approximately 5 µm in thickness — comparable to classic natural flake graphite found in China's premier deposits (Figure 1).
Figure 1: Scanning Electron Microscopy images at 100x and 800x magnification showing clean, pure crystalline flake structure
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6728/274075_dbe42fc9843f4839_002full.jpg
Nuclear-Grade Graphite Market Opportunity
Nuclear-grade graphite serves as a critical material in nuclear reactors, valued for its exceptional thermal properties, neutron moderation capabilities, and structural stability at extreme temperatures. The nuclear energy sector is experiencing a renaissance, with over 70 gigawatts of new nuclear capacity currently under construction globally and more than 420 operational reactors worldwide, demand for high-purity nuclear graphite is accelerating rapidly. The International Energy Agency projects that annual investment in nuclear projects will need to double to $120 billion by 2030, with more than 40 countries expanding nuclear power capabilities to meet energy security and decarbonization goals. The expected proliferation of Small Modular Reactor (SMR) technology in the near term is expected to further accelerate demand for high-purity nuclear graphite.
Nuclear graphite must meet exceptionally stringent purity requirements, typically 99.999% carbon or higher, with minimal impurities that could affect reactor performance or neutron efficiency. The successful achievement of 99.9995% carbon purity by the Company's Malacacheta graphite demonstrates the material's suitability for this demanding application, potentially opening access to a market segment commanding premium pricing 10-15 times higher than conventional battery-grade graphite.
The global graphite market is experiencing robust growth driven primarily by the electric vehicle battery sector, with natural graphite production in 2024 estimated at 1.3 million tonnes. However, the nuclear graphite segment represents a particularly attractive opportunity due to its ultra-premium pricing structure. With high-quality flake graphite commanding $2,000-2,400 per tonne and spherical graphite reaching $4,000-4,700 per tonne, nuclear-grade graphite at $25,000-$35,000 per tonne offers significantly enhanced economics.
AETC's report concludes with the following statements: "Atlas graphite material is comprised of a naturally occurring mixture of robustly thick and very friable thin flakes... The distribution generated for 'as received' sample shows presence of +40 and +50 mesh flakes, whose presence will open a number of alternative hi-tech markets… For reference, many natural flake graphite mines don't possess commercially viable quantities of these particle sizes, putting Atlas in a favorable position over their competition."
About Atlas Critical Minerals Corporation
Atlas Critical Minerals Corporation (OTCQB: JUPGF) controls a large portfolio of critical mineral rights in Brazil, encompassing over 218,000 hectares, and including projects in rare earths, titanium, graphite, and uranium - minerals essential for defense applications and electrification. The Company's Iron Quadrangle Project is expected to generate initial revenues in the fourth quarter of 2025. More information is available on the Company's website at www.atlascriticalminerals.com and in its filings with the U.S. Securities and Exchange Commission.
Safe Harbor Statement
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are based upon the current plans, estimates and projections of Atlas Critical Minerals and its subsidiaries and are subject to inherent risks and uncertainties which could cause actual results to differ from the forward-looking statements. Therefore, you should not place undue reliance on these forward-looking statements.
Risks related to the Company and its subsidiaries are discussed in the section entitled "Risk Factors" in the Company's Form 20-F filed with the Securities and Exchange Commission (the "SEC") on February 28, 2025. Please also refer to the Company's other filings with the SEC, all of which are available at www.sec.gov. In addition, any forward-looking statements represent the Company's views only as of today and should not be relied upon as representing its views as of any subsequent date. The Company explicitly disclaims any obligation to update or revise any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based.
Investor Relations
Brian W. Bernier
Vice President, Investor Relations
+1 (833) 661-7900
brian.bernier@atlas-cm.com
https://www.atlascriticalminerals.com/
@Atlas_Crit_Min
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/274075
FAQ**
How does the achievement of 99.9995% carbon purity elevate Atlas Critical Minerals Corporation (JUPGF) position in the ultra-premium nuclear graphite market compared to existing competitors?
What are the potential applications for the Malacacheta graphite beyond nuclear energy, and how might they influence Atlas Critical Minerals' revenue streams?
Can you elaborate on the environmental benefits of the thermal purification process used to achieve the nuclear-grade purity of Atlas Critical Minerals’ graphite (JUPGF)?
With the increasing demand for high-purity nuclear graphite, what strategies does Atlas Critical Minerals Corporation (JUPGF) have in place to secure long-term contracts in this emerging market?
**MWN-AI FAQ is based on asking OpenAI questions about Atlas Critical M (NASDAQ: JUPGF).
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