Energy Fuels Stock Price, News & Analysis

Energy Fuels (NYSE American: UUUU) has announced the appointment of Ross R. Bhappu as President, effective August 4, 2025. Current President and CEO Mark S. Chalmers will continue as CEO and Director, aligning with the company's succession planning.

Bhappu brings over 35 years of experience in mining and private equity, including 25 years at Resource Capital Funds. He holds a Ph.D. in Mineral Economics from Colorado School of Mines and previously served as Chairman of Molycorp from 2008-2013. His expertise spans technical and financial evaluation, project development, and capital sourcing in the mining sector.

Energy Fuels is a leading U.S. critical minerals company operating uranium projects and the White Mesa Mill, producing uranium concentrate, rare earth elements, and other critical minerals.

Energy Fuels (NYSE American: UUUU), a leading U.S. producer of uranium, rare earth elements, and critical minerals, has scheduled its Q2-2025 earnings conference call for August 7, 2025, at 9:00 AM MT. The company will release its financial results and other highlights in a press release before the call.

Energy Fuels operates multiple uranium projects in the western U.S. and owns the White Mesa Mill in Utah, the only fully licensed conventional uranium processing facility in the country. The company is expanding its portfolio with three heavy mineral sands projects: the Toliara Project in Madagascar, the Bahia Project in Brazil, and a potential 49% interest in the Donald Project in Australia with Astron Corporation Limited.

Energy Fuels (NYSE:UUUU) has begun producing heavy rare earth element (HREE) oxides at pilot scale at its White Mesa Mill in Utah, marking the only U.S. production from mined ores at a commercial facility. The company expects to produce its first kilogram of Dysprosium oxide within 30 days, followed by 15 kg by September 2025.

The company plans to commence commercial-scale production of Dysprosium, Terbium, and Samarium oxides by Q4 2026 from existing sources and potentially by Q4 2027 from its Donald Project in Australia. The Donald Project contains significant HREE concentrations, with projected Phase 1 production of 7,100 tonnes of rare earth element concentrate annually, representing 250% of U.S. Samarium requirements, 23% of Terbium, and 34% of Dysprosium needs.

Energy Fuels (NYSE American: UUUU) reported exceptional uranium production from its Pinyon Plain mine in Arizona, with 638,700 pounds of U3O8 mined during Q2-2025, including 230,661 pounds in June 2025. The mine achieved remarkable uranium grades averaging 3.51% U3O8 in June and 2.23% U3O8 during the second quarter.

The company sold 50,000 pounds of U3O8 on the spot market at an average price of $77.00 per pound during Q2-2025. Energy Fuels plans to increase uranium sales in upcoming quarters, with 140,000 pounds scheduled for Q3 and 160,000 pounds for Q4 under existing utility contracts. For 2026, the company projects sales between 620,000 and 880,000 pounds of U3O8 under current long-term contracts.

Management notes that Pinyon Plain is currently mining only about 25% of the vertical extent of the prospective ore zone, suggesting significant additional exploration potential, particularly in the Juniper zone.

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.