Energy Fuels Inc. (UUUU) Surges 1.20% on Uranium Sector Rally Amid Supply Tightness, Geopolitical Risks

Energy Fuels Inc. (UUUU) surged 1.20% on Tuesday, extending its winning streak to six consecutive trading days with a cumulative gain of 25.80% over the period. The stock reached an intraday high of $11.58, marking its highest level since September 2025, before consolidating gains in afternoon trading.

The rally reflects renewed investor confidence in the uranium sector amid tightening supply dynamics and elevated geopolitical risks. While the company has not disclosed specific catalysts for the recent momentum, broader market sentiment has been buoyed by sustained demand from nuclear energy operators and regulatory clarity on decarbonization targets. Energy Fuels, a leading U.S. uranium producer, has historically benefited from policy tailwinds and strategic partnerships, which may have contributed to the stock’s resilience in a volatile market environment.

Analysts note that technical indicators remain supportive, with key resistance levels breached following the recent breakout. However, sustainability of the gains will depend on macroeconomic signals, including inflation trends and central bank policy, which could influence risk appetite across commodities. For now, the stock’s performance underscores a shift in market dynamics, where energy security concerns and green energy transitions continue to drive strategic allocations into critical minerals.