Energy Fuels Stock Price, News & Analysis

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.

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.

Energy Fuels (NYSE: UUUU) and Chemours (NYSE: CC) announced a strategic alliance to strengthen U.S. domestic rare earth and critical mineral supply chains. The partnership leverages Energy Fuels' development of heavy mineral sands projects in Madagascar, Brazil, and Australia, alongside Chemours' existing mining operations in Florida and Georgia.

Energy Fuels, a leading U.S. rare earth elements producer, operates the White Mesa Mill in Utah - the only fully licensed conventional uranium processing facility in the United States. The company produces rare earth elements, vanadium oxide, and is exploring medical isotope recovery potential.

The alliance aims to capitalize on complementary geographic and operational synergies between both companies to address America's critical mineral supply chain challenges, particularly in rare earth elements, titanium, and zirconium production.

Energy Fuels Inc. (NYSE: UUUU) has signed a strategic MOU with South Korea's POSCO International to establish one of the world's first non-China rare earth magnet supply chains for EV and hybrid EV drivetrains. Initial qualification samples of Energy Fuels' neodymium-praseodymium (NdPr) oxide from its White Mesa Mill have met POSCO's specifications.

Under the agreement, Energy Fuels will provide larger-scale NdPr oxide samples to POSCO for validation in traction motor cores. Upon successful validation, the companies will discuss potential mass production supply volumes sufficient to power 30,000+ EVs later this year.

Energy Fuels has secured monazite concentrate supply through four key sources:

• Toliara HMS Project (Madagascar)
• Donald HMS Project (Australia)
• Bahia HMS Project (Brazil)
• Ongoing relationship with Chemours (USA)

Energy Fuels (NYSE: UUUU) reported its 2024 financial results, highlighting a year of significant operational milestones. The company generated $78.11 million in revenue but recorded a net loss of $47.84 million ($0.28 per share), primarily due to acquisition-related costs and operating expenses.

Key financial metrics include:

• $170.90 million working capital with no debt
• $38.60 million cash and equivalents
• $80.85 million in marketable securities
• $66.50 million in inventory

Operational highlights include uranium sales of 450,000 pounds, achieving a 56% gross margin, and heavy mineral sands sales generating $39.87 million. The company successfully commissioned its Phase 1 REE separation circuit, producing 38,000 kg of NdPr. Energy Fuels also completed strategic acquisitions, including Base Resources and the Donald Project joint venture, positioning itself for expansion in uranium, rare earths, and mineral sands markets.

Energy Fuels (NYSE American: UUUU) (TSX: EFR), a leading U.S. producer of uranium, rare earth elements (REE) and critical minerals, has announced its upcoming earnings conference call scheduled for Thursday, February 27, 2025, at 9:00 AM Mountain Time. The company will discuss its financial results for 2024, which will be released via press release before the call.

Management will host the conference call followed by a Q&A session. Participants can join instantly through a Rapid Connect URL or dial in through the provided toll-free numbers. A webcast option is also available. The conference replay will be accessible until March 6, 2025, through multiple channels including Toronto and North American toll-free lines.