Energy Fuels Qualifies U.S.-Produced Heavy Rare Earth Oxide for Magnet Use, Plans Commercial Expansion

An announcement from Energy Fuels ( (UUUU) ) is now available.

Energy Fuels has successfully produced high-purity dysprosium oxide at its White Mesa Mill in Utah that meets stringent purity and QA/QC standards of a major South Korean automotive manufacturer for use in neodymium-iron-boron permanent magnets. This validation, following earlier qualification of its NdPr oxide, positions the company as the first in the U.S. to have both light and heavy rare earth oxides qualified for permanent magnet applications, strengthening domestic rare earth supply chains at a time when Chinese export controls have tightened global access to key heavy rare earths. Energy Fuels has produced about 29 kilograms of dysprosium oxide at pilot scale with 99.9% purity, plans to begin pilot production of terbium oxide imminently with samples expected for qualification in early 2026, and will subsequently pilot gadolinium and samarium oxides used in high-temperature and defense-related magnet applications. Building on its pilot successes, the company is moving ahead with construction of commercial-scale heavy rare earth refining circuits at White Mesa, targeting capacity of up to 48 tonnes of dysprosium oxide and 14 tonnes of terbium oxide annually, subject to feed availability, which could significantly enhance its role in supplying critical materials for electric vehicles, advanced robotics, and defense systems.

The most recent analyst rating on (UUUU) stock is a Buy with a $20.00 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.

Energy Fuels’ overall stock score is driven by strong strategic initiatives and increased production in the uranium and rare earth segments, as highlighted in the earnings call. However, persistent financial losses and negative cash flows weigh heavily on the score, alongside mixed technical indicators and unattractive valuation metrics.

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

More about Energy Fuels

Energy Fuels Inc. is a U.S.-based critical materials company focused on uranium, rare earth elements, heavy mineral sands, vanadium and medical isotopes. The company operates several conventional and in-situ recovery uranium projects in the western United States and has been the leading U.S. producer of natural uranium concentrate, supplying nuclear utilities. It also owns and operates the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the country, where it produces advanced rare earth products and vanadium oxide when market conditions warrant.

Average Trading Volume: 21,410,044

Technical Sentiment Signal: Buy

Current Market Cap: $3.2B

For a thorough assessment of UUUU stock, go to TipRanks’ Stock Analysis page.