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.
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.