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.
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 (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.