Energy Fuels Stock Jumps as $725 Million U.S. Loan Commitment Lifts Rare Earth Plans

Energy Fuels Inc. shares jumped in early trading Thursday after the U.S. government signed a conditional loan commitment of up to $725 million to help the company expand domestic rare earth processing, giving investors a fresh policy-backed reason to mark up the uranium and critical-minerals stock.

Energy Fuels stock price jumps nearly 11% on Roth upgrade as uranium spot hits $91 — traders watch what comes next

Energy Fuels stock price jumps nearly 11% on Roth upgrade as uranium spot hits $91 — traders watch what comes next

Energy Fuels Inc jumped 10.7% Wednesday after Roth MKM lifted its rating to neutral from sell. The uranium and rare-earths miner was trading at $26.74 on the NYSE American by early afternoon, with roughly 12.8 million shares changing hands. Analyst Joe Reagor cited better “near-term catalysts and sentiment” behind the move, boosting the price target to $15.50, Benzinga reported.
Rare Metals Stocks Today: MP Materials, USA Rare Earth, Energy Fuels in Focus at Noon ET as China Streamlines Rare Earth Export Licences (Dec. 18, 2025)

Rare Metals Stocks Today: MP Materials, USA Rare Earth, Energy Fuels in Focus at Noon ET as China Streamlines Rare Earth Export Licences (Dec. 18, 2025)

NEW YORK — Dec. 18, 2025 — Rare metals and critical-minerals stocks are trading mixed at midday on U.S. exchanges, as investors weigh a fresh geopolitical signal from Beijing against a growing U.S. policy push to localize strategic supply chains.
Energy Fuels (UUUU) Stock SKYROCKETS on Rare-Earth Breakthrough – Uranium Bull Run Ignited?

Energy Fuels (UUUU) Stock SKYROCKETS on Rare-Earth Breakthrough – Uranium Bull Run Ignited?

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 rare-earth shares jumped: USA Rare Earth +19%, MP Materials +15%, Critical Metals +37% pre-market on Oct. 14, and Energy Fuels +10% intraday on Oct. 10 ts2.tech investing.com. On Oct. 13 UUUU closed at $23.77 app.stocks.news finance.yahoo.com, an all-time high. In one day, Energy Fuels “surged to a new all-time high” as Beijing’s policies rattled investors app.stocks.news sharewise.com.
14 October 2025

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