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Energy Fuels Stock Price, News & Analysis

UUUU NYSE

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.

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Greenland Mines (NASDAQ:GRML) advanced its Skaergaard palladium-gold-platinum project with three major technical steps in five weeks: appointment of SLR as geological consultant and QP, a framework agreement with GTK Mintec for metallurgical pilot work, and a non-binding Iceland LOI targeting power below $0.03/kWh and life-of-mine savings >$1 billion. The 2022 NI 43-101 shows a 25.4 Moz palladium-equivalent and 23.5 Moz gold-equivalent Indicated+Inferred resource, with an in-situ value ~$68 billion at Feb 2026 prices. Near-term catalysts include the summer 2026 field program and GTK pilot results.

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Wall Street is focusing on North American rare earth supply chains as companies race to process and manufacture magnets domestically ahead of a Jan 1, 2027 ban on Chinese-origin NdFeB magnets in U.S. defense systems. Key developments include REalloys' Ohio metallization buildout (Phase 1 operational 2027; $50 million dedicated), a Clear Street Buy with a $35 target on REalloys, Energy Fuels' domestic NdPr oxide production by early 2026, and USA Rare Earth's $1.6 billion U.S. government funding to scale Round Top and a Stillwater magnet plant.

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IsoEnergy (NYSE American: ISOU) is restarting systematic drilling at the Flatiron Project in southeast Utah with seven surface rotary holes plus core tails totaling 11,000 feet, following three 2025 holes. IsoEnergy holds 8,800 acres at Flatiron, near the Tony M mine. The company completed mining a ~2,100-ton bulk sample at Tony M and plans a PEA before year-end, while evaluating ore sorting/upgrading before delivery to White Mesa Mill.

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Energy Fuels (NYSE American: UUUU) will hold a Q1-2026 conference call and webcast at 9:00 AM Mountain Time on Thursday, May 7, 2026 to discuss financial results. A press release with results and highlights will be issued before the call.

Registration, live webcast links, and replay phone numbers are provided; the conference replay expires on May 14, 2026.

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Energy Fuels (NYSE American: UUUU) released its 2025 Sustainability Report on April 16, 2026, covering performance and key developments for calendar years 2024 and 2025.

The report highlights environmental stewardship, water and land management, health and safety, community and Indigenous engagement, and governance aligned with leading sustainability frameworks.

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Energy Fuels (NYSE: UUUU) appointed Ross R. Bhappu as Chief Executive Officer effective April 15, 2026, succeeding Mark S. Chalmers, who is retiring after more than eight years as CEO. Chalmers will serve as an exclusive uranium and rare earth consultant for a two-year period.

Management says Bhappu, president since August 2025, brings 30+ years of mining, critical minerals, and capital markets experience and will lead planned growth initiatives including permitting and construction of new mines, expansion of the White Mesa Mill, and the planned acquisition of Australian Strategic Materials.

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Eagle Nuclear Energy (NASDAQ: NUCL) announced a 47-hole, 27,000-foot drill program at the Aurora uranium deposit, planned to start July 2026, advancing toward a Pre-Feasibility Study in H2 2027. The Aurora resource shows 32.75M lbs Indicated and 4.98M lbs Inferred U3O8, with the company reporting $31.3M cash and zero debt as of Feb 28, 2026.

Permits have been filed with BLM and DOGAMI; Harris Exploration and SLR are engaged for drilling and permitting.

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Energy Fuels (NYSE: UUUU) produced its first 1 kg of terbium oxide at 99.9% purity at the White Mesa Mill using U.S. monazite feedstock, following ~30 kg of 99.9% dysprosium oxide earlier. Pilot-rate terbium production is ~1 kg/week.

The company plans a commercial circuit by 2027 (subject to regulatory approvals and feedstock) targeting up to 35 t Dy, 12 t Tb and 850–1,000 t NdPr per year; a Phase 2 circuit could reach >6,000 tpa NdPr and ~80 tpa Tb, ~288 tpa Dy by 2029.

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Energy Fuels (NYSE:UUUU) reported 2025 results and 2026 guidance highlighting >$927M working capital, completion of a $700M 0.75% convertible notes offering, and more than 1.0 million lbs of finished U3O8 produced.

The company mined 1.72M lbs U3O8, sold 650k lbs (revenue $48.2M), exceeded 2025 guidance, announced two new long-term uranium contracts, and detailed REE project NPVs totaling $3.7B.

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Energy Fuels (NYSE American: UUUU) will hold its 2025 earnings conference call and webcast on Friday, February 27, 2026 at 9:00 AM Mountain Time. Management will discuss 2025 financial results; a press release with results and highlights will be issued prior to the call.

Call registration, dial‑in, webcast links, and replay details are provided for investors and analysts.

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FAQ

What is the current stock price of Energy Fuels (UUUU)?

The current stock price of Energy Fuels (UUUU) is $21.71 as of May 1, 2026.

What is the market cap of Energy Fuels (UUUU)?

The market cap of Energy Fuels (UUUU) is approximately 5.1B.