Energy Fuels Inc.
UUUUEnergy Fuels Inc. (UUUU) is a leading producer of uranium in the United States, specializing in the exploration, extraction, and processing of uranium and vanadium ores. The company primarily operates in the western U.S., with a focus on meeting domestic nuclear fuel needs and supporting the country's nuclear energy industry. It also owns a significant portfolio of sovereign and resource-based uranium assets.
Company News
A new market analysis report examines opportunities in reshoring rare earth supply chains to reduce Western dependency on China, which controls 85-90% of global refined production. The report identifies MP Materials and Lynas as key beneficiaries positioned for growth through government backing and strategic offtake agreements, with domestic supp...
While Energy Fuels Inc. outperformed Cameco in 2025 with 183% returns, Cameco is the stronger long-term uranium investment. Cameco has delivered 600% returns over five years versus Energy Fuels' 350%, produces significantly more uranium (27 million vs. 158,400 pounds in 2024), and maintains a stronger balance sheet with $2.28 billion in revenue v...
Meta Platforms announced over 6 gigawatts of nuclear power agreements, including a 20-year deal with Vistra for 2.6 gigawatts and a partnership with Oklo for 1.2 gigawatts of advanced nuclear capacity. The announcement triggered a sector-wide rally as investors view Big Tech's nuclear commitments as proof of concept for next-generation deployment...
The nuclear energy sector surged following a $2.7 billion funding injection from the U.S. Department of Energy announced Monday. The funds support domestic uranium enrichment and aim to reduce U.S. dependence on Russian nuclear fuel. Three primary contractors received $900 million each, while small modular reactor developers and uranium miners ra...
The U.S. government is planning to acquire equity stakes in critical minerals companies to challenge China's dominance in rare earth materials supply, with over $1 billion invested in the past year to support domestic mineral producers.
