At the Fastmarkets Battery Raw Materials Shanghai Conference 2025, Lili Wu of Atlas Lithium highlighted Brazil’s growing role in the global lithium market.

Here are five key takeaways, emphasising Brazil’s strategic importance and Atlas Lithium's ambitions in the region:

1. Brazil’s Lithium Valley: A High-Quality Resource Hub

Brazil’s Lithium Valley, home to Atlas Lithium’s flagship project, is gaining recognition for its high-quality lithium deposits. The region’s large, well-defined spodumene crystals produce high-grade lithium concentrate with low impurities. With Brazil’s favourable mining conditions—year-round operations, lower labour costs, and established infrastructure—the country is emerging as a competitive and reliable lithium supplier, diversifying the global supply chain.

2. Strategic Partnerships Validate Brazil’s Potential

Atlas Lithium’s partnerships with major Asian players underscore Brazil’s rising prominence. A $30 million investment and offtake agreement with Mitsui & Co., alongside deals with Chinese processors Chengxin Lithium Group and Yahua Industrial Group, highlight Brazil’s ability to meet Asia’s growing lithium demand. These partnerships reflect global confidence in Brazil’s lithium sector.

3. Sustainability as a Competitive Edge

Atlas Lithium is leading Brazil’s push for sustainable lithium production. Its modular DMS processing plant features advanced water recycling and dry stacking for tailings management, minimizing environmental impact. The company’s community development programs in the Vale do Jequitinhonha region further enhance Brazil’s appeal as a responsible lithium supplier, aligning with global ESG standards.

4. Cost Efficiency: Brazil’s Structural Advantage

With projected operating costs of around $400 per tonne, Atlas Lithium is among the lowest-cost producers globally. Brazil’s efficient open-pit mining, low labour costs, and established infrastructure contribute to this cost advantage. This positions Brazil as a stable and competitive player, even during market volatility.