UUUU

Energy Fuels Inc.

2026-01-16 07:48 PM

+5.69%

Energy Fuels extends rally on strong feasibility study and exceeded production guidance

Energy Fuels released a feasibility study backing low-cost rare earth expansion at White Mesa Mill, with Seeking Alpha reporting significant annual EBITDA potential and lower-than-expected capex. The company also exceeded its 2025 uranium production guidance by 11%, per Insider Monkey.

Analysis

This continues a strong multi-day rally (+6.1%, +0.8%, +7.7%, +0.1%, +5.7% over five sessions) driven by a combination of operational outperformance and strategic expansion news. The timing aligns well with yesterday's feasibility study release and production beat announcement. A Section 232 proclamation declaring processed critical minerals a national security risk adds a favorable policy backdrop for domestic rare earth processors like Energy Fuels.

Sources

Energy Fuels Feasibility Study Backs Low-Cost Rare Earth Expansion at White Mesa Mill - TipRanks
Energy Fuels sees significant annual EBITDA, lower than expected capex from White Mesa project - Seeking Alpha
Energy Fuels: Fixing The Rare Earth Bottleneck (NYSE:UUUU)
Energy Fuels Inc. (UUUU) Exceeds Guidance, Asserts Dominance as Uranium Producer
The AI Nuclear Acceleration: Why Big Tech is Fueling a U.S. Uranium Gold Rush

Date: 2026-01-16

Price: $22.09

Type: Stock Specific

Confidence: high