Key Takeaways Energy Fuels' Q1 2025 revenues dropped 33.5% to $16.9M after holding back uranium sales due to price weakness. HMS segment brought in $15.5M in Q1 from rutile, ilmenite and zircon sales, mainly from the Kwale Project. Energy Fuels is advancing HMS projects in Madagascar, Brazil and Australia to diversify and cut supply costs.Energy Fuels (UUUU) reported a 33.5% decline in revenues in the first quarter of 2025 to $16.9 million owing to its decision to withhold uranium sales amid declining pri ...

Energy Fuels Inc. (NYSE: UUUU ) is a stock that has pretty much everything the modern investor looks for on paper: exposure to uranium, access to rare earths, geopolitical relevance, ESG potential, and an impressive first-mover position in the US commodity supply. It’s also debt-free, hasI'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the com ...

Key Takeaways UUUU raised 2025 uranium output guidance by 22% on strong production across three active U.S. mines. Pinyon Plain mine led gains, averaging 205K pounds over the past two months with higher-than-expected grades. Full-year finished uranium output could reach 1M pounds - four times its original 2025 production forecast.Energy Fuels (UUUU) is ramping up production across its portfolio of permitted and developed uranium mines - Pinyon Plain (in Arizona), La Sal and Pandora mines in Utah. In the f ...

Key Takeaways UUUU hit record May uranium production of 258,745 lbs at Pinyon Plain, surpassing April's high of 151,400 lbs. Energy Fuels raised 2025 uranium production guidance to up to 1.435M lbs. Despite higher output, UUUU's 2025 sales and earnings will drop due to weak uranium prices and lower sales.Energy Fuels Inc. (UUUU) is setting benchmarks at its Pinyon Plain mine in Arizona, with uranium production in May reaching an impressive 258,745 pounds, eclipsing April’s monthly record of 151,400 pounds ...

From about the 1960s to the mid-1980s, the United States was a leader in uranium mining. But domestic production of the mineral, which is primarily used as fuel for nuclear reactors, has since fallen off a cliff. "A lot of this was because it was a government priority. And we strategically used government funding and subsidies to support it. However, what kind of started happening during the 90s is we saw a de-prioritization away from uranium," said Gracelin Baskaran, director of the Critical Minerals Secur ...

Key Takeaways UUUU's Pinyon Plain mine delivered a record 258,745 pounds of uranium in May, up 71% from April. Energy Fuels is fast-tracking permitting at Roca Honda and restarting efforts at the EZ Complex. The Bullfrog Project confirmed 10.5M lbs indicated and 3.4M lbs inferred uranium resources.Energy Fuels (UUUU) is aggressively ramping up production and accelerating the development of long-term pipeline projects to establish itself as a key player in the resurgence of the U.S. nuclear energy sector. ...

Shares of uranium and rare earths miner Energy Fuels (UUUU 14.48%) rallied 13.8% on Tuesday.Energy Fuels had multiple news items boosting sentiment today. First, the company announced record monthly uranium production from one of its operational mines in May. Second, Meta Platforms (META -0.60%) signed a 20-year nuclear agreement with Constellation Energy (CEG -0.13%) to power its AI data centers, lifting sentiment for future uranium demand.Together, these items fueled a double-digit move in the stock.Energ ...

Ore grades and production at Pinyon Plain mine continue to exceed historic records and expectations; Energy Fuels' rapid uranium production ramp-up and large "pipeline" uranium development projects supported by recent Trump executive orders.DENVER, June 3, 2025 /PRNewswire/ - Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR), a leading U.S. producer of uranium, rare earth elements (REE), and other critical minerals, today announced several significant advancements in its uranium business, as the Company le ...

行业背景 - 全球加速向核能转型 美国铀业公司Energy Fuels(UUUU)和Centrus Energy(LEU)将受益[1] - 铀价在过去一年下跌20.5%后有所回升 从18个月低点64美元/磅反弹至71美元/磅[2] - 美国计划到2050年将核能装机容量从100GW提升至400GW 以重获全球领导地位[3] - 美国年消费4700万磅铀 政府和公用事业对国内供应需求增长[4] Energy Fuels公司分析 - 占据美国三分之二铀产量 拥有唯一全牌照运营的White Mesa铀加工厂[6] - 2025年Q1收入下降33.5%至16.9亿美元 主因推迟铀销售 但重矿物砂销量6836吨金红石+12852吨钛铁矿[9] - 2025年Q1每股亏损0.13美元 主因铀销售缺失及新矿投产成本增加[10] - 当前库存20万磅铀 2025年产量目标上调至87.5-143.5万磅 四季度计划加工70万磅[11][13] - Pinyon Plain矿4月产量15.14万磅 平均品位1.64% 创美国历史高品位记录[12] - 通过收购Base Resources拓展稀土元素(REEs)业务 目标年产能600万磅铀[7][15] Centrus Energy公司分析 - 2025年Q1收入增长67%至7310万美元 LEU部门收入暴涨117%[18] - 拥有38亿美元收入储备 其中LEU部门28亿美元合约延续至2040年[19] - 当前年产能350万SWU 可扩展至700万SWU[20] - 全美唯一持有HALEU生产许可 已交付670公斤 合同价值增至1.523亿美元[21] - HALEU市场规模预计从2025年3亿美元增长至2035年62亿美元[22] 财务与估值比较 - UUUU股价年内涨6.3% LEU暴涨92%[29] - UUUU远期市销率13.47倍 LEU仅4.79倍[30] - 2025年收入预期:UUUU下降47%至4140万美元 LEU微降1.9%至4.335亿美元[24][26] - 2026年UUUU收入预计增长232% LEU增长8.2%[25][27] 投资建议 - LEU估值更具吸引力 获Zacks1评级 UUUU为4评级[34] - LEU在HALEU领域具垄断优势 UUUU在稀土多元化方面布局领先[31]

Uranium miner Energy Fuels (UUUU 19.89%) received a major boost to its stock on Friday from one of the most powerful market movers lately -- President Donald Trump.On news that Trump signed a set of executive orders hastening the development of the nuclear energy industry, a clutch of sector stocks rose dramatically. Since uranium is the fuel of choice for nuclear power generation, Energy Fuels stock was swept up in the rally and closed Friday 20% higher. That was miles ahead of the S&P 500 index, which lan ...