Atlas Critical Minerals (NASDAQ: ATCX) Emerges as a Frontline Challenger in the Global Race to Break China’s Control of Critical Minerals!
With China controlling the majority of global rare earth mining and nearly all processing, governments are moving fast to secure alternatives.
Under President Trump, the U.S. has declared rare earth independence a national priority, unlocking Pentagon funding, long-term price guarantees, and aggressive policy support to strengthen domestic and allied supply chains. As geopolitical pressure mounts, the demand for reliable, non-China sources has never been more urgent.
As the global race to break China’s dominance over critical minerals intensifies, Atlas Critical Minerals (NASDAQ: ATCX) stands out as a newly Nasdaq-listed company strategically positioned to deliver secure, non-China supply at a moment of unprecedented government and defense-driven demand.
Freshly trading on the Nasdaq, Atlas Critical Minerals (NASDAQ: ATCX) stands out with one of the largest and most diversified critical minerals portfolios in Brazil, spanning rare earths, titanium, graphite, uranium, and iron ore across more than 218,000 hectares.
With advanced rare earth projects, early revenue from iron ore production, and strategic positioning in a stable, resource-rich jurisdiction, ATCX is aligning directly with government priorities, defense demand, and the global clean energy transition—at a moment when the market is actively rewarding credible alternatives to China.
Discover why ATCX is positioning itself as a critical minerals powerhouse outside of China
Which Mining Firms Are Striking It Rich in the Metals Rally?
Author: Nathan Reiff. Posted: 2/6/2026.
At a Glance
- Despite a sell-off that shed trillions of dollars worth of market value in just a few days, gold remains one of the best-performing investments in the last year.
- Companies in the business of mining gold and other precious metals, such as Hecla Mining, Coeur Mining, and Kinross Gold, have all experienced massive share price rallies alongside the movement in the price of gold itself.
- These three firms could stand out for their focus on expansion, their acquisitions, or their history of strong shareholder returns, among other factors.
Despite losing more than $600 from its late-January all-time high of roughly $5,600 per ounce, gold remains one of the hottest investments in 2026. The sharp sell-off that followed President Trump's nomination of Kevin Warsh as the new chair of the Federal Reserve wiped out trillions in market value over a few days. Many investors expect the rally to resume unless the underlying drivers change materially.
When gold rises, shares of some producers often follow. Gold mining stocks as a group have performed strongly over the past year, with the VanEck Gold Miners ETF (NYSEARCA: GDX) returning roughly 147% in the last 12 months. A few names in the gold mining space may stand out to investors who believe there's further upside for gold prices.
A Dual Silver-Gold Play With Strong Fundamentals
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See the five stocks to avoid and learn what's driving this shift.Hecla Mining Co. (NYSE: HL) operates in Alaska, Idaho and internationally, giving it exposure to both gold and silver. Its silver operations have become an increasing focus, and the broader precious-metals rally has helped push HL shares up about 300% over the past year, even after the late-January pullback.
Although Hecla is often viewed primarily as a silver miner, gold still accounted for 37% of the $410 million in revenue it reported in the most recent quarter. That performance was supported by consolidated free cash flow of roughly $90 million. Hecla is reducing debt and cut its net leverage to about 0.3x in the third quarter of 2025, which should strengthen its balance sheet if metals prices soften before any renewed rally.
Importantly, Hecla's mines are producing well: all four operations have generated positive free cash flow for two consecutive quarters. Risks around costs remain, but the company has balanced disciplined finances with production growth.
Major Merger Could Be Transformative for Coeur
While many miners are looking to capitalize on the metals rally through organic expansion, Coeur Mining Inc. (NYSE: CDE) is pursuing growth via M&A. The company has agreed to acquire New Gold in a deal expected to close in the first half of the year. Once completed, Coeur will operate seven mines across North America and is projected to produce about 1.25 million gold-equivalent ounces in 2026.
Coeur has been improving cash flow but slightly missed EPS in the last reported quarter. Still, the New Gold acquisition's expected impact has helped triple CDE shares over the past year and maintain analyst interest. Coeur retains a solid Buy consensus among analysts, even as it trades modestly above the consensus price target of about $18 per share.
Solid Operations and an Attractive Shareholder Return Program
Kinross Gold Corp. (NYSE: KGC) has also benefited from the recent rally while maintaining operational strength as a senior gold producer.
In the third quarter of 2025, Kinross produced more than 500,000 ounces of gold and generated record free cash flow of about $687 million. That stronger cash position has enabled share buybacks and a dividend increase.
Kinross's portfolio continues to expand as several projects advance through engineering and permitting. That development, combined with its results, has made it a favorite among many analysts even as shares have risen about 185% over the past year.
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