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NASDAQ:UUUU 13 October 2025 - 4 January 2026

Energy Fuels (UUUU) Stock Skyrockets on Rare-Earth Breakthrough & Uranium Boom

Energy Fuels (UUUU) Stock Skyrockets on Rare-Earth Breakthrough & Uranium Boom

Energy Fuels’ core operations include the Pinyon Plain high-grade uranium mine and the White Mesa Mill in Utah. It was founded in 1987 and today is “a Colorado-based player in… critical minerals — think uranium, rare earth element processing, vanadium production, and heavy mineral sands operations” finimize.com. The company has been the leading U.S. producer of uranium concentrate for several years investors.energyfuels.com, supplying nuclear utilities for carbon-free power. It owns multiple uranium assets and in 2024-25 ramped up Pinyon Plain to record grades and output investors.energyfuels.com. Energy Fuels also operates the White Mesa Mill – the only conventional uranium mill in the country investors.energyfuels.com. At White Mesa, it processes ore and tailings: converting monazite sands into separated rare-earth oxides and recovering vanadium or medical isotopes when possible. This dual focus makes EF unique among peers. Strategically, EF is pivoting into rare earths to leverage that mill. Management highlights the goal of a “mine-to-magnet” U.S. supply chain for EVs and defense. CEO Mark Chalmers says their recent magnet breakthrough is a “decisive breakthrough in building a supply chain independent of China” investors.energyfuels.com. The company plans commercial production of heavy rare-earth oxides by 2026 investors.energyfuels.com, complementing the light REEs already qualified for

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