ATLAS ASSETS
UNLOCKING STRATEGIC MINERAL RESOURCES FOR U.S. ECONOMIC SECURITY
Our Mission
Atlas Assets is a veteran-owned and operated U.S. company dedicated to strengthening American economic and national security by developing and operating critical mineral projects. Our mission is to transform stranded or contested mineral assets into secure, operational mines that directly support U.S. supply chain security, defense readiness, and industrial independence. We act with speed, discretion, and a commitment to high ESG standards to ensure projects deliver both strategic and economic value.
Atlas Team
Atlas Assets is founded and led by decorated U.S. military veterans and seasoned industry professionals with decades of experience in mining, security, logistics, and strategic communications. Our leadership team includes former U.S. Army Rangers, Special Forces officers, and senior executives who have built and operated multi-billion-dollar mining projects around the world. The team integrates expertise from extractive industries, capital markets, geopolitical intelligence, and law, allowing us to navigate complex operating environments and deliver results.Atlas Assets is guided by a distinguished Global Advisory Council and a team of senior advisors, whose esteemed reputations are drawn from the highest levels of U.S. government and global industry. This group includes a former Attorney General of the United States, a retired four-star U.S. Army General, former senior White House negotiators, and preeminent legal experts in national security and international law. This unparalleled strategic counsel ensures that Atlas's projects successfully navigate complex geopolitical and regulatory environments.
Aligned With The President's Executive Orders
Atlas Assets is committed to fulfilling the objectives of multiple Presidential Executive Orders that prioritize resilient, secure U.S. critical mineral supply chains. Our operations align with initiatives such as the Federal Strategy to Ensure Secure and Reliable Supplies of Critical Minerals, and Executive Orders focused on America’s supply chain resilience, economic security, and clean energy transition.Each project we develop directly supports these objectives by securing new, non-Chinese sources of critical minerals like rare earths, niobium, and lithium, essential for defense systems, EVs, renewable energy technologies, and advanced manufacturing.
Executive Order 13817 – Federal Strategy to Ensure Secure and Reliable Supplies of Critical Minerals
Atlas Assets fully supports EO 13817, which directs federal agencies to improve the mapping, exploration, and processing of critical minerals. Our global asset pipeline is built to provide the U.S. government and allied industries with immediate, secure, and geopolitically aligned supplies of rare earth elements, niobium, graphite, and other key minerals. We work with the Department of the Interior, USGS, and Department of Energy to ensure our projects contribute to this national strategy.Executive Order 13953 – Addressing the Threat to the Domestic Supply Chain
EO 13953 recognizes the national security risk of dependence on foreign adversaries for critical minerals. Atlas Assets actively mitigates this risk by partnering with allied governments and developing non-Chinese, U.S.-aligned supply chains. Our projects directly counter China’s >80% control of global rare earth refining and strengthen America’s ability to produce advanced technologies and weapons systems without geopolitical compromise.Executive Order 14017 – America’s Supply Chains
Atlas Assets advances the goals of EO 14017 by securing diversified critical mineral supply lines that support U.S. clean energy, electric vehicle, and defense sectors. Our approach creates resilient, transparent, and ethical supply chains that align with the Administration’s commitment to building domestic manufacturing capacity and reducing strategic vulnerabilities.Executive Order 14008 – Tackling the Climate Crisis at Home and Abroad
Atlas Assets plays a key role in supporting EO 14008 by enabling the energy transition. Our rare earths and battery mineral projects provide the materials necessary for wind turbines, EV batteries, and renewable energy technologies. By developing these resources outside of adversarial influence, we ensure that the U.S. can decarbonize its economy while maintaining energy independence and security.
Non-Partisan Support
Access to critical minerals is not a partisan issue – it is a matter of national security and economic sovereignty. Atlas Assets believes the United States must never be held hostage by the dominance of other nations over global critical mineral supply chains. By unlocking stranded deposits and partnering with allied nations, Atlas ensures U.S. industry has reliable access to these materials to accelerate domestic manufacturing, new technologies, and clean energy infrastructure.In line with this commitment, Atlas Assets is pursuing the establishment of a U.S.-based stockpile of critical minerals to support the Department of Defense and U.S. industry, ensuring that in times of crisis the nation has access to the materials it needs for defense, energy, and technological leadership.
Critical Minerals in the Media
This section features curated links to news articles, reports, and commentary on the importance of critical mineral supply chains, the global competition for resources, and the role Atlas Assets is playing in securing these materials for the United States and its allies.
Rare Earth Prices Hit Two-Year Peak After MP Materials Stops China Shipments
Prices for the rare earth elements neodymium and praseodymium surged to their highest levels in over two years after U.S. miner MP Materials Corp halted shipments to China, creating a significant supply gap for Chinese magnet-makers. Concurrently, rising demand for magnets in electric vehicles, wind turbines and defence equipment, along with China’s tighter export controls and the U.S.’s push to build a domestic supply chain, added further upward pressure on prices. August 26th, 2025.Critical Metals Corp NASDAQ CRML Secures 10 Year TANBREEZ Off-Take Agreement with Department of Defense Funded Rare Earth Processor Ucore Rare Metals
The U.S. government is reportedly exploring taking an equity stake in Critical Metals, which develops the large Tanbreez Project rare-earths deposit in Greenland, as part of its strategy to reduce dependence on China for critical minerals. August 26th, 2025.China's Top Miner Zijin Sees 'Unprecedented' Global Risks
The Zijin Mining Group Co., Ltd. noted that global competition for critical minerals has entered a “high-intensity confrontation phase,” as major powers increasingly vie for control of strategic commodity supplies. August 27th, 2025.DOD Official Says AI, Other Innovations Will Transform Future Warfighting
Under-Secretary Emil Michael explained that artificial intelligence and other cutting-edge technologies, such as space-launched systems, hypersonics, directed energy, unmanned aerial vehicles and critical minerals, will fundamentally reshape future warfighting by boosting decision-making speed, capability and adaptability.
He emphasized industry’s role in sharing risk and rapidly fielding innovations, noting that private investment is already flowing heavily into AI, chips and related infrastructure which the Department will leverage. August 27th, 2025.China Pours Exports into Africa Faster than Anywhere Else
Africa has become the fastest-growing export market for China, with Chinese goods to the continent rising 25% year-on-year to about US $122 billion so far in 2025 and already surpassing the total exports to Africa for all of 2020. Beijing’s pivot is driven by U.S. tariffs and China’s infrastructure push via its Belt and Road Initiative, even as the trade relationship remains heavily tilted in China’s favor. August 26th, 2025.Denmark summons US envoy over suspected influence operations in Greenland
Greenland — a semi-autonomous territory of Denmark — has become the centre of a diplomatic probe after reports that at least three U.S. citizens with ties to Donald Trump were conducting covert influence operations aimed at weakening Danish ties and pushing Greenland closer to the U.S. for strategic and resource-rich reasons. The Danish foreign minister formally summoned the U.S. chargé d’affaires in Copenhagen to demand explanations, emphasising that interference in the internal affairs of the Kingdom of Denmark is “unacceptable”. August 27th, 2025.Exclusive: West frets over China's interest in Vietnam tungsten mine, sources say
Western officials are increasingly worried that Masan High‑Tech Materials’s Nui Phao mine and associated tungsten refinery in northern Vietnam could end up under Chinese control, potentially via proxy bids by Chinese companies.
The concern stems from the mine’s strategic importance (Vietnam is the world’s second-largest tungsten producer and the refinery is one of the largest outside China), and China’s dominant position in global tungsten supply.China won the Rare Earths Race, can it stay on top?
Despite years of efforts by the West to diversify supply, China continues to dominate the global rare-earths market — benefiting from vast reserves, state-backed investment and unmatched processing capacity. However, its dominance faces mounting challenges: prices inside China are falling, processing margins are squeezed and international rivals are accelerating investment — raising questions about how long Beijing can maintain its near-monopoly. August 27th, 2025.Rio Tinto overhaul cuts to three units, axes execs, reviews mines
Rio Tinto’s new CEO Simon Trott announced a simplification of the company into three core business units: Iron Ore; Aluminium & Lithium; and Copper, and placed its Borates and Iron & Titanium operations under review for potential divestment. Key senior executives including Minerals head Sinead Kaufman and AU chief Kellie Parker are exiting, reflecting a shift toward sharper focus on high-return commodities amid falling iron-ore and lithium prices. August 27th, 2025.Rare earths miner targets US investment to rival Chinese suppliesThe world’s largest non-Chinese rare earths producer, Lynas Rare Earths, is raising over US $500 million to scale up operations and take equity stakes in U.S. magnet-makers, aiming to help Western countries reduce dependence on China’s dominance in critical-minerals supply. At the same time, Lynas flagged execution risks, especially around its planned heavy-rare‐earth plant in Texas, and noted that despite favorable geopolitics, market and production volatility remain a key challenge. August 28th, 2025.Malaysia says China is ready to provide assistance in rare earths processing
Malaysia said that China is willing to provide technical and technological assistance in rare-earths processing, according to its Natural Resources Minister Johari Abdul Ghani, though any cooperation must involve only state-linked companies per a request by Xi Jinping. August 28th, 2025.Report spotlights tensions in Mali military over Wagner mercenariesA report by The Sentry highlights rising tensions within Mali’s military and government over the role of Wagner Group mercenaries, pointing out that the Russian operatives often acted independently, “commanded” bases and received privileges above local soldiers — generating resentment and internal unrest.Tariffs turn Rio Tinto into aluminum buyer in US market
Rio Tinto is shifting its aluminium supply strategy by purchasing ingots in the U.S. and reselling them to American customers because the new 50% U.S. import tariff makes shipping its Canadian-produced aluminium into the U.S. unprofitable. August 28th, 2025.Chips-for-rare-earths is US-China circuit breaker
The commentary argues that the trade relationship between the U.S. and China is currently balanced by mutual dependencies — New York’s chip-makers need Chinese rare-earths and China’s tech ambitions rely on U.S.-led semiconductor supply chains. August 29th, 2025.Ukraine launches lithium project to advance minerals deal with US
Ukraine has opened a tender for a major lithium deposit as part of a new minerals-deal with the U.S., signalling Kyiv’s willingness to leverage its resource endowment in support of its strategic partnership with Washington. August 27th, 2025.A Chinese mining company is accused of covering up the extent of a major toxic spill in Zambia
Sino‑Metals Leach Zambia — a Chinese-owned copper mining company — is accused of covering up the severity of a toxic spill in February 2025 that released massive amounts of waste including cyanide, arsenic and heavy metals into the Kafue River, which supplies water to millions of Zambians. September 1st, 2025.The U.S. and China Are Battling for Control of the World’s Bauxite Supply
The article points out that the global bauxite market is becoming a strategic battleground: China consumes over 60 % of globally traded bauxite while the U.S. imports about 75% of its bauxite needs, prompting both powers to ramp up efforts in securing supply. September 2nd, 2025.Tanbreez rare earth project feasibility on course for Q4 completion
Critical Metals reports that the bankable feasibility study (BFS) for the Tanbreez project in southern Greenland is approximately 70% complete, and remains on track for submission in Q4 2025. The project aims for a processing capacity of about 500,000 tonnes per annum and features a large resource estimated at 45 million tonnes with ~27% heavy rare earth content, positioning it as a major strategic asset for Western critical-metals supply chains. September 4th, 2025.Glencore's former head of recycling launches critical minerals processing firm
A former head of recycling at Glencore has founded a U.S.-based startup called Valor aiming to commercialize a novel technology (ligand-based separation) to process critical minerals such as copper and rare earths much faster and cheaper than traditional methods. September 8th, 2025.Column: US critical minerals list expands ahead of possible tariffs
The U.S. Geological Survey expanded its critical minerals list to 54 materials—adding copper, silver, potash, silicon, rhenium, and lead—reflecting Washington’s growing focus on supply-chain security beyond rare earths. The move precedes potential new tariffs on processed mineral imports, signaling broader trade and industrial policy shifts aimed at reducing dependence on foreign refining. September 8th, 2025.China's Zinc Smelters Tighten Grip as Global Rivals Struggle
Chinese zinc smelters are using their dominant position to secure more favourable supply terms from overseas miners—benefiting from closures and weakening profitability of rival smelters in Japan, Australia and elsewhere. September 10th, 2025.Gas and minerals galore: digging into China’s 5-year push for critical resources
China has invested approximately ¥450 billion (US$63.2 billion) over the last five years in a strategic mineral-exploration initiative, discovering more than 500 large- and medium-sized oil, gas and mineral deposits across 163 mapped mineral types. September 10th, 2025.China’s curbs on metal germanium create ‘desperate’ supply squeeze
China’s export restrictions on the metal germanium—which is critical to defence and high-tech industries—have sparked a severe global supply shortage, leaving buyers scrambling for alternatives. September 15th, 2025.Aluminium prices driven higher by global supply squeeze
Global aluminium prices are being pushed up by a rare supply squeeze, increasing demand and a hefty 50 % U.S. import tariff that has spurred U.S. regional premiums to record highs. September 16th, 2025.China has a 'chokehold' on the rare earth supply chain. Could Australia offer an alternative?
China holds a dominant position across the rare-earth supply chain—especially in processing and manufacturing key elements used in magnets—leaving Australia eager yet facing structural challenges to become a viable non-Chinese alternative. September 16th, 2025.Mike Pompeo calls on US to move faster on critical minerals
Mike Pompeo urged the U.S. government to accelerate efforts to secure supply chains for critical minerals like lithium, cobalt and rare earths in order to reduce dependence on China and other foreign sources. September 15th, 2025.US cancels cobalt tender amid critical minerals challenge
The U.S. Trade and Development Agency awarded a US $1.4 million grant to Metalex Africa for a feasibility study to expand the Kazozu mine in Zambia, targeting up to 25,000 additional tonnes of copper and cobalt concentrates annually, as part of a U.S. strategy to diversify critical-minerals supply chains and counter Chinese dominance. October 17th, 2025.
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