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Energy Fuels Delivers First U.S. Heavy Rare Earth Terbium Oxide in Decades

Story Highlights
  • Energy Fuels produced 99.9% pure terbium oxide in Utah, marking the first primary U.S. heavy rare earth output in decades.
  • The company plans major capacity expansions in dysprosium, terbium and NdPr, aiming to anchor Western EV and defense magnet supply chains.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Energy Fuels Delivers First U.S. Heavy Rare Earth Terbium Oxide in Decades

Meet Samuel – Your Personal Investing Prophet

Energy Fuels ( (UUUU) ) has provided an announcement.

Energy Fuels has produced its first kilogram of 99.9% pure terbium oxide at its White Mesa Mill in Utah using U.S.-sourced monazite ore, marking the first primary U.S. production of this heavy rare earth material in decades. This follows recent pilot-scale dysprosium output and aligns with growing demand from global rare earth permanent magnet manufacturers seeking secure, non-Chinese supply.

The company plans to scale heavy rare earth production, targeting commercial recovery of dysprosium, terbium, samarium, europium and gadolinium from expanded mill circuits as early as 2027, alongside larger volumes of neodymium-praseodymium. A planned Phase 2 circuit by 2029 would lift NdPr and heavy rare earth capacity enough to support magnets for millions of electric and hybrid vehicles annually, deepening U.S. and allied supply chains for EVs and defense technologies.

The most recent analyst rating on (UUUU) stock is a Hold with a $18.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.

Spark’s Take on UUUU Stock

According to Spark, TipRanks’ AI Analyst, UUUU is a Neutral.

The score is held back primarily by weak financial performance (ongoing losses, worsening cash burn, and materially higher leverage in 2025). Offsetting this, the technical picture is positive with the stock in a clear uptrend, and the latest earnings call provided strong 2026 volume and cost-improvement guidance supported by substantial liquidity. Valuation remains a headwind given the negative P/E and no stated dividend yield.

To see Spark’s full report on UUUU stock, click here.

More about Energy Fuels

Energy Fuels Inc., listed on the NYSE and TSX, is a U.S.-based critical materials company focused on uranium, rare earth elements and related minerals. The company operates the White Mesa Mill in Utah, sources monazite ore from U.S. and allied-nation projects, and targets supply into high-performance magnet, energy and defense technology markets.

Average Trading Volume: 13,550,410

Technical Sentiment Signal: Buy

Current Market Cap: $4.36B

See more data about UUUU stock on TipRanks’ Stock Analysis page.

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