Goldman Sachs Gives Energy Fuels a Thumbs Up!
Goldman Sachs starts coverage on Energy Fuels with a Buy rating and $30 price target, highlighting its top uranium assets, unique US mill, and future growth in heavy mineral sands.
Goldman Sachs starts coverage on Energy Fuels with a Buy rating and $30 price target, highlighting its top uranium assets, unique US mill, and future growth in heavy mineral sands.
President Trump unveils Project Vault, a $12 billion initiative to stockpile critical minerals, reducing US dependence on China and protecting manufacturers from supply disruptions.
Energy Fuels (UUUU) surpasses uranium production goals for 2025, mining over 1.6M pounds while expanding into rare earth elements and securing long-term contracts through 2032.
The US government plans to take more equity stakes in critical minerals companies to reduce reliance on China and strengthen national security supply chains.
China is creating a new rare earth licensing system to simplify exports, but full removal of restrictions remains uncertain, industry insiders say.
Trump signs trade agreements with Malaysia, Thailand, Vietnam, and Cambodia to reduce tariffs, diversify rare earth supplies, and address trade imbalances as China tightens export controls.