Some Chinese Rare Earth Suppliers Stop Shipping to the US Over Geopolitical Risk
Tight supply may help listed firms like MP, USAR and UUUU.
Tight supply may help listed firms like MP, USAR and UUUU.
The deal combines mining, processing, and magnet manufacturing for EVs, defense, and clean energy.
Energy Fuels receives a conditional $725 million loan from the US Office of Strategic Capital to expand domestic rare earth processing and strengthen the US supply chain.
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.