Energy Fuels Stock Price, News & Analysis

Energy Fuels (NYSE: UUUU) has received final major regulatory approval from Victoria's Government for the Donald Rare Earth and Mineral Sand Project in Australia. The project is a joint venture where Energy Fuels can invest AU$183 million (US$119 million) plus US$17.5 million in shares to acquire up to 49% interest. The Donald Project's Phase 1, expected to commence in 2026, will supply 7,000-8,000 tonnes of rare earth mineral concentrate annually, containing approximately 4,700 tonnes of total rare earth oxides.

Phase 2 could increase production to 13,000-14,000 tonnes annually. The company plans to process these materials at its White Mesa Mill in Utah, producing high-purity separated rare earth elements. A final investment decision could be made by the end of 2025, with construction beginning shortly after approval.

Energy Fuels announced the results of its annual shareholder meeting held on June 11, 2025, where eleven directors were successfully elected to the board. The company reported high approval rates for all nominees, with voting percentages ranging from 88.14% to 98.89%. Notably, Bruce D. Hansen was appointed as the new Chair of the Board, succeeding J. Birks Bovaird who served since 2006. Bovaird will continue as a director. Hansen, who has been a director since 2007, brings over 40 years of mining industry experience to the leadership role. Energy Fuels, a prominent U.S. producer of uranium, rare earth elements, and critical minerals, demonstrated strong shareholder support in this election.

Energy Fuels (UUUU) reported record uranium production at its Pinyon Plain mine in Arizona, extracting 258,745 pounds of U3O8 in May 2025, a 71% increase from the previous month. The company's five-month production averaged 96,000 pounds per month, with recent months reaching 205,000 pounds. Additionally, UUUU announced an updated Technical Report for its Bullfrog Project in Utah, showing increased resources of 10.5M pounds (Indicated) and 3.4M pounds (Inferred) of U3O8, with projected annual production of 700-800K pounds over 15 years. The company is also advancing permits for its Roca Honda project in New Mexico and EZ Complex in Arizona, supporting long-term production goals. The Roca Honda project contains 17.6M pounds of Measured and Indicated resources and 13.8M pounds of Inferred resources, with planned production of 2.5M pounds annually for 11 years.

Energy Fuels (NYSE: UUUU) reported Q1-2025 results, highlighting significant increases in uranium production and inventory guidance. The company increased its 2025 uranium production guidance by 22% and finished goods inventory guidance by 193%. Despite posting a net loss of $26.32 million on revenue of $16.90 million, the company maintains a strong financial position with $214.61 million in working capital and no debt. Key operational highlights include reaching 160,000 pounds of contained U3O8 production in April from their Pinyon Plain, La Sal, and Pandora mines. The company expects to produce up to 1,000,000 pounds of finished U3O8 in 2025. Energy Fuels holds substantial inventory including 1,310,000 pounds of U3O8, and is advancing strategic partnerships with POSCO International and The Chemours Company for rare earth elements production.

Energy Fuels (NYSE: UUUU) reported record uranium production at its Pinyon Plain Mine in Arizona, achieving 151,400 pounds of U3O8 in April 2025, with an exceptional grade of 1.64%. The company's underground drill program in the "Juniper Zone" revealed outstanding results, with notable intercepts including up to 20.11% eU3O8 grades. The drilling program, comprising 49 core holes, suggests potential for significantly increased mineable uranium resources beyond the current estimate of 703,000 pounds U3O8 at 0.95% grade in the Juniper Zone. CEO Mark Chalmers highlighted these results as extremely rare for U.S. uranium mining, anticipating an updated technical report later in 2025 that could show increased reserves and lower production costs. The mine is positioned to become America's largest and most cost-effective uranium producer, supporting the nation's nuclear energy sector.

Energy Fuels (NYSE: UUUU), a leading US critical minerals company, has scheduled its Q1-2025 earnings conference call for Thursday, May 8, 2025, at 9:00 AM Mountain Time. The company will release its financial results and other highlights prior to the call.

The conference call will feature a management-hosted Q&A session, accessible via phone through Rapid Connect or dial-in options. A webcast will also be available, with replay access until May 15, 2025.

Energy Fuels operates as the leading U.S. producer of natural uranium concentrate, with multiple uranium projects in the western United States. The company's White Mesa Mill in Utah serves as the only fully licensed operational conventional uranium processing facility in the U.S., producing advanced rare earth element products and vanadium oxide. The company is also developing three heavy mineral sands projects in Madagascar, Brazil, and Australia.

Energy Fuels (NYSE: UUUU) has announced its capability to produce six of seven rare earth oxides now under Chinese export controls. The company has developed technology at its White Mesa Mill in Utah to process monazite ore into separated rare earth oxides including samarium, gadolinium, dysprosium, terbium, lutetium, and yttrium.

The announcement coincides with President Trump's Section 232 investigation on processed critical minerals imports. Energy Fuels currently has capacity to process 10,000 tonnes of monazite concentrate annually, producing up to 1,000 tonnes of NdPr oxide. The company plans to expand capacity to 60,000 tonnes per year.

Energy Fuels has secured three large-scale heavy mineral sands mines in the Southern Hemisphere, expected to supply monazite concentrates by 2028. The company currently sources monazite from Chemours Company's mines in Florida and Georgia.

Chemours (NYSE: CC) and Energy Fuels Inc. have announced a strategic alliance to strengthen U.S. domestic rare earth and critical mineral supply chains. The partnership leverages both companies' complementary capabilities and geographic synergies.

Energy Fuels is developing new heavy mineral sands projects in Madagascar, Brazil, and Australia, aimed at producing significant quantities of rare earth elements, titanium ilmenite, and zircon minerals. Meanwhile, Chemours operates heavy mineral sands mining and separation facilities in Florida and Georgia.

The alliance builds upon the companies' existing four-year collaboration and aims to reduce U.S. dependence on foreign sources for critical minerals essential to energy, defense, and advanced manufacturing. The initiative has received support from key political figures, including Senator Mike Lee (R-UT) and other representatives, who emphasize its importance for America's economic and national security.

Energy Fuels (NYSE: UUUU) and Chemours (NYSE: CC) announced a strategic alliance to strengthen U.S. domestic rare earth and critical mineral supply chains. The partnership leverages Energy Fuels' development of heavy mineral sands projects in Madagascar, Brazil, and Australia, alongside Chemours' existing mining operations in Florida and Georgia.

Energy Fuels, a leading U.S. rare earth elements producer, operates the White Mesa Mill in Utah - the only fully licensed conventional uranium processing facility in the United States. The company produces rare earth elements, vanadium oxide, and is exploring medical isotope recovery potential.

The alliance aims to capitalize on complementary geographic and operational synergies between both companies to address America's critical mineral supply chain challenges, particularly in rare earth elements, titanium, and zirconium production.