Energy Fuels Surges 3.31% on $200M Trade as Rare Earths and Uranium Output Drive 451st Ranking

On August 25, 2025, Energy Fuels (UUUU) rose 3.31% with a trading volume of $200 million, ranking 451st in market activity. Recent developments highlight the company’s progress in rare earth elements and uranium production. Energy Fuels successfully produced 99.9% pure dysprosium oxide at its White Mesa Mill in Utah, marking a key milestone in its rare earth capabilities. The firm also confirmed plans to scale up dysprosium and terbium production by late 2025, aligning with growing demand for critical minerals in clean energy technologies.

Quarterly results for Q2 2025 underscored robust uranium output, with the Pinyon Plain mine in Arizona achieving record production. The company increased guidance for 2025 uranium inventory by 193%, driven by high-grade ore recovery and efficient processing. Additionally, regulatory approvals for the Donald Project in Australia, a joint venture with Astron Corporation, advanced, positioning Energy Fuels to access a significant light rare earth resource. These developments reinforce the firm’s role in bolstering U.S. domestic supply chains for nuclear fuel and rare earths.

A Form 144 filing revealed a planned secondary sale of 266,595 shares through RBC Capital Markets on August 25, valued at $2.94 million. The transaction, part of routine corporate activity, does not signal material capital shifts. Analysts have noted Energy Fuels’ strategic advantage in low-cost uranium production and rare earth integration, though challenges remain in scaling commercial output and managing market volatility in critical minerals.

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