Critical Minerals Stock Showdown: Energy Fuels (UUUU) vs MP Materials (MP)

Energy Fuels (UUUU) and MP Materials (MP) are two US-based companies focused on rare earth elements (REEs) and other critical minerals. Energy Fuels is a leading uranium producer with a market cap of $4.3 billion and owns the only fully licensed uranium processing facility in the US. MP Materials is the largest REE producer in the Western Hemisphere with a market cap of $9.5 billion. Energy Fuels expects to mine 2-2.5 million pounds of uranium in 2026 and plans to sell 1.5-2 million pounds under existing contracts. MP Materials' Mountain Pass Rare Earth Mine and Processing Facility is the only rare earth mining and processing site of scale in North America.