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. (NYSE American: UUUU, TSX: EFR) generates frequent news as a U.S.-based critical materials company focused on uranium, rare earth elements (REEs), heavy mineral sands, vanadium and medical isotopes. Company announcements highlight its position as the leading U.S. producer of natural uranium concentrate and its growing rare earth business centered on the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the United States.
On this page, readers can follow UUUU news related to uranium production milestones, mine development, and sales contracts with nuclear utilities. Recent releases describe year-end uranium production and sales exceeding guidance, ramp-ups at mines such as Pinyon Plain and La Sal, and updates on long-term uranium sales contracts with U.S. nuclear power generators.
Energy Fuels also issues detailed updates on its rare earth initiatives. News items cover Bankable Feasibility Studies for expanded REE processing circuits at the White Mesa Mill, pilot and qualification results for NdPr and heavy rare earth oxides like dysprosium, and the company’s progress toward commercial-scale production of light and heavy REE oxides. Additional coverage addresses the development of heavy mineral sands projects, including the Vara Mada Project in Madagascar, the Bahia Project in Brazil, and the Donald Project joint venture in Australia.
Investors and observers can use this news feed to review announcements on financing transactions, such as convertible senior notes offerings, regulatory filings, technical reports prepared under NI 43-101 and S-K 1300, and governance developments. For those tracking uranium, rare earth and critical mineral themes, the Energy Fuels news page provides a centralized view of the company’s operational, project and capital markets updates over time.
IsoEnergy (NYSE American: ISOU) has launched its 2025 U.S. exploration program, focusing on uranium projects in southeast Utah. The program includes 10 surface rotary holes totaling 15,000 feet at the Flatiron claims in the Henry Mountains uranium district. The company's 8,800-acre Flatiron project is strategically positioned near the Tony M and Bullfrog deposits, in a district that has historically produced 1.4 million lbs of U3O8.
The exploration will target the Salt Wash Member of the Morrison Formation, with potential for both uranium and vanadium mineralization. Additionally, IsoEnergy continues fieldwork at its Daneros and Sage Plain past-producing mines, focusing on understanding the sedimentary framework to guide future exploration efforts. The company aims to position itself as a key domestic uranium supplier, particularly relevant amid discussions about expanding the U.S. Strategic Uranium Reserve.
Energy Fuels (NYSE American: UUUU) has achieved a significant milestone in establishing a U.S.-based rare earth supply chain. The company's high-purity neodymium-praseodymium (NdPr) oxide, mined in Florida and Georgia and processed at its White Mesa Mill in Utah, has been successfully qualified for use in rare earth permanent magnets (REPMs) for EV and hybrid vehicle drive unit motors.
The 1.2 metric tonnes of NdPr oxide was converted into 3.0 metric tonnes of REPMs, sufficient to power approximately 1,500 electric and hybrid vehicles. The materials were validated by South Korea's largest manufacturer of drive unit motor cores and are expected to be installed in vehicles within months.
This breakthrough represents a crucial step in developing a mine-to-magnet supply chain independent of China. Energy Fuels also plans to construct heavy rare earth oxide capacity in 2026 at its White Mesa Mill, which is currently the only North American facility licensed to produce high-purity rare earth oxides from monazite.
Energy Fuels (NYSE:UUUU) and Vulcan Elements have signed a Memorandum of Understanding (MOU) to establish a domestic rare earth magnet supply chain independent of China. Under the agreement, Energy Fuels will supply high-purity "light" and "heavy" rare earth oxides to Vulcan in Q4 2025 for validation, sourced exclusively from U.S. mines in Florida and Georgia.
The collaboration focuses on supplying crucial neodymium-praseodymium (NdPr) and dysprosium (Dy) oxides, essential for manufacturing rare earth magnets used in electric vehicles, defense systems, and advanced technologies. Energy Fuels' White Mesa Mill in Utah, the only U.S. facility capable of processing monazite mineral concentrates into separated rare earth oxides, will process the materials. Following validation, both companies plan to negotiate long-term supply agreements.
Energy Fuels (NYSE:UUUU) has achieved a significant milestone by producing its first kilogram of 99.9% pure dysprosium (Dy) oxide at its White Mesa Mill in Utah, exceeding the 99.5% commercial specification. The company plans to produce 2 kilograms per week until reaching approximately 15 kilograms, followed by terbium oxide production targeted for Q4-2025.
As the first U.S. company to produce and publicly disclose high-purity Dy oxide production, Energy Fuels is sourcing monazite from Florida and Georgia to establish a non-Chinese rare earth oxide supply chain. The company plans to construct and commission commercial-scale dysprosium, terbium, and potentially other heavy rare earth separation capacity at White Mesa Mill by Q4 2026.
This achievement builds upon Energy Fuels' successful commissioning of its commercial-scale "light" rare earth oxide circuit, which produces neodymium-praseodymium (NdPr) oxide for permanent magnets used in EVs, robotics, and defense technologies.
Energy Fuels (NYSE:UUUU) reported Q2-2025 financial results, highlighting record-breaking performance at its Pinyon Plain uranium mine. The company posted a net loss of $21.81 million ($0.10 per share), improving from Q1-2025's loss of $26.32 million. Energy Fuels maintains a strong balance sheet with $253.23 million in working capital and no debt.
Key operational highlights include uranium production of 180,000 pounds in Q2, with exceptional grades of 2.23% U3O8 at Pinyon Plain. The company sold 50,000 pounds of uranium at $77.00 per pound. Energy Fuels revised its 2025 uranium sales guidance to 350,000 pounds and expects production costs to decrease to $23-$30 per pound by Q4 2025.
The company also received final regulatory approval for its Donald Rare Earth Project and advanced its rare earth element operations, with first production of dysprosium oxide expected in August 2025.
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.
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