Welcome to our dedicated page for Energy Fuels news (Ticker: UUUU), a resource for investors and traders seeking the latest updates and insights on Energy Fuels stock.
Energy Fuels Inc. produces critical materials, including uranium, rare earth elements, heavy mineral sands and vanadium, and is developing medical isotope recovery. Company news centers on uranium production, rare earth and mineral sands project development, White Mesa Mill operations in Utah, and technical reports for assets such as Pinyon Plain, Vara Mada, Donald and Bahia.
Recurring updates also cover financial results, capital actions, governance changes, toll-milling relationships and participation in North American critical-minerals supply chains. News involving UUUU often connects the company's uranium, REE and heavy mineral sands activities with nuclear energy, domestic processing capacity and strategic-materials policy.
The commentary outlines how U.S. dependence on Chinese rare earth processing is colliding with a January 1, 2027 DFARS deadline that restricts Chinese-origin rare earths in U.S. defense systems. It highlights multiple domestic supply chain efforts, with MP Materials (NYSE:MP) positioned as a key recycling and magnet-production hub.
MP’s Mountain Pass operation recycles over 1 billion liters of water annually and is adding recycling for post-consumer and industrial scrap. A $500 million Apple partnership and U.S. Department of Defense support aim to expand magnet capacity and launch a commercial rare earth recycling line in California.
Energy Fuels (NYSE American: UUUU) reported Q1 2026 results on May 6, 2026 with $956.6 million of working capital, a $10.8 million net loss, and $8.3 million cash from operations. Q1 uranium revenue was $35.7 million from 510,000 lbs sold; finished production reached 790,000 lbs.
The company advanced REE plans, successfully produced 99.9% pure terbium oxide at pilot scale, announced a planned acquisition of Australian Strategic Materials (expected as early as July 2026), and reported a Phase 2 REE circuit BFS with ~$410 million initial capital estimate.
Wall Street is focusing on North American rare earth supply chains as companies race to process and manufacture magnets domestically ahead of a Jan 1, 2027 ban on Chinese-origin NdFeB magnets in U.S. defense systems. Key developments include REalloys' Ohio metallization buildout (Phase 1 operational 2027; $50 million dedicated), a Clear Street Buy with a $35 target on REalloys, Energy Fuels' domestic NdPr oxide production by early 2026, and USA Rare Earth's $1.6 billion U.S. government funding to scale Round Top and a Stillwater magnet plant.
IsoEnergy (NYSE American: ISOU) is restarting systematic drilling at the Flatiron Project in southeast Utah with seven surface rotary holes plus core tails totaling 11,000 feet, following three 2025 holes. IsoEnergy holds 8,800 acres at Flatiron, near the Tony M mine. The company completed mining a ~2,100-ton bulk sample at Tony M and plans a PEA before year-end, while evaluating ore sorting/upgrading before delivery to White Mesa Mill.
Energy Fuels (NYSE American: UUUU) will hold a Q1-2026 conference call and webcast at 9:00 AM Mountain Time on Thursday, May 7, 2026 to discuss financial results. A press release with results and highlights will be issued before the call.
Registration, live webcast links, and replay phone numbers are provided; the conference replay expires on May 14, 2026.
Energy Fuels (NYSE American: UUUU) released its 2025 Sustainability Report on April 16, 2026, covering performance and key developments for calendar years 2024 and 2025.
The report highlights environmental stewardship, water and land management, health and safety, community and Indigenous engagement, and governance aligned with leading sustainability frameworks.
Energy Fuels (NYSE: UUUU) appointed Ross R. Bhappu as Chief Executive Officer effective April 15, 2026, succeeding Mark S. Chalmers, who is retiring after more than eight years as CEO. Chalmers will serve as an exclusive uranium and rare earth consultant for a two-year period.
Management says Bhappu, president since August 2025, brings 30+ years of mining, critical minerals, and capital markets experience and will lead planned growth initiatives including permitting and construction of new mines, expansion of the White Mesa Mill, and the planned acquisition of Australian Strategic Materials.
Energy Fuels (NYSE: UUUU) produced its first 1 kg of terbium oxide at 99.9% purity at the White Mesa Mill using U.S. monazite feedstock, following ~30 kg of 99.9% dysprosium oxide earlier. Pilot-rate terbium production is ~1 kg/week.
The company plans a commercial circuit by 2027 (subject to regulatory approvals and feedstock) targeting up to 35 t Dy, 12 t Tb and 850–1,000 t NdPr per year; a Phase 2 circuit could reach >6,000 tpa NdPr and ~80 tpa Tb, ~288 tpa Dy by 2029.
Energy Fuels (NYSE:UUUU) reported 2025 results and 2026 guidance highlighting >$927M working capital, completion of a $700M 0.75% convertible notes offering, and more than 1.0 million lbs of finished U3O8 produced.
The company mined 1.72M lbs U3O8, sold 650k lbs (revenue $48.2M), exceeded 2025 guidance, announced two new long-term uranium contracts, and detailed REE project NPVs totaling $3.7B.
Energy Fuels (NYSE American: UUUU) will hold its 2025 earnings conference call and webcast on Friday, February 27, 2026 at 9:00 AM Mountain Time. Management will discuss 2025 financial results; a press release with results and highlights will be issued prior to the call.
Call registration, dial‑in, webcast links, and replay details are provided for investors and analysts.