Energy Fuels (UUUU) Stock SKYROCKETS on Rare-Earth Breakthrough – Uranium Bull Run Ignited?
Rare-Earth Export Controls Fuel Rally This month’s headlines were dominated by China’s rare-earth clampdown. On Oct. 9, Beijing expanded export curbs to five more rare-earth elements and tightened oversight on high-tech users reuters.com. The move came right before a planned Trump–Xi summit and was widely seen as a geopolitical play. “We’re likely entering a period of structural bifurcation,” says Benchmark Mineral Intelligence analyst Neha Mukherjee – with China “localizing its value chain and the U.S. and allies accelerating their own” reuters.com. As China produces over 90% of processed REEs globally reuters.com, U.S. miners immediately benefit. Indeed, in early Oct. U.S.-listed