智通财经APP获悉，周三，美国副总统万斯宣布将推出新举措，以稳定关键稀土市场价格，并表示将借 助特朗普团队惯用的关税手段实现这一目标。 近几周，特朗普团队还推动美国政府直接入股本土矿业企业。最新案例发生在上周：美国政府向美国稀 土公司提供16亿美元资金，以换取该公司股份及相关还款协议。 相关行动已延伸至美国国会。众议院在通过结束政府部分停摆的协议后，于周三就《关键矿产主导地位 法案》展开辩论，该法案旨在扩大联邦土地上的矿产开采规模;同时，众议院还计划推出法案，延长美 国进出口银行未来10年的授权融资期限。 目前尚不确定关税手段在推动这一全球范围的贸易区建设中能发挥多大作用。万斯周三坦言，由于各国 对其他国家的参与意愿心存疑虑，不少国家仍持观望态度。 他向与会各国代表发出直接呼吁，并强调即便仅依靠美国自身市场，也足以支撑该计划的推进。他表 示："请尽快敲定相关协议。" 本周一，特朗普宣布启动"金库计划"，拟通过美国进出口银行提供的100亿美元贷款及近16.7亿美元私 人资本，建立美国特定稀土储备库。 受此提振，美股稀土板块周二纷纷走强，不过，该板块个股周三尽数回落。截至周三收盘，United States An ...

We recently published 10 Stocks Crushing Wall Street With Massive Gains. Energy Fuels Inc. (NYSEAmerican:UUUU) was one of the top performers on Tuesday. Energy Fuels snapped a three-day losing streak on Tuesday, jumping 16.75 percent as investors loaded portfolios in rare earth stocks following President Donald Trump’s aggressive stockpiling initiative. Called the Project Vault, the US would create an inventory of rare earth minerals critical to the production of various industries such as semiconductor ...

I posted this image in an article on the REMX ETF back in October , and I still think of it anytime I see modern tech. Be it smartphones galore in society, the computer I am typing this article on, or the EV inNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | The Macro Obsession newsletter is a weekly brief on current events and trends in finance, tech, and the real economy. I am a macro-oriented and data-driven investor who obsesses over connecting dots tha ...

Energy Fuels Inc. (NYSE:UUUU) is one of the stocks Jim Cramer shed light on recently. During the lightning round, a caller inquired about the stock, and Cramer commented: No, no, we want to stay away from that. If we want nuclear power, we have to buy GEV. That’s the one you want, okay? Their nuclear, ahead of everybody else. I wish you could buy Westinghouse individually. That’s owned by Brookfield. That’s a good company, too. But I’ve gotta tell you, Energy Fuels, I have to say no to… It just isn’t the ...

白宫公布旨在降低对中国依赖的120亿美元关键矿物储备"金库计划"后，MP Materials（MP）和Energy Fuels（UUUU）股价上涨。 美股周二早盘，MP上涨6.6%，UUUU大涨13.9%。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 白宫公布旨在降低对中国依赖的120亿美元关键矿物储备"金库计划"后，MP Materials（MP）和Energy Fuels（UUUU）股价上涨。 美股周二早盘，MP上涨6.6%，UUUU大涨13.9%。 ...

Core Viewpoint - Energy Fuels Inc. has experienced significant volatility in its share price, influenced by market sentiment and government initiatives related to nuclear fuel supply [1][3][5]. Group 1: Share Price Movement - The share price of Energy Fuels Inc. fell by 12% between January 23 and January 30, 2026, making it one of the energy stocks that lost the most during that week [1]. - Despite the recent decline, the share price has increased by over 34% since the beginning of 2026 [5]. Group 2: Government Initiatives - On January 28, Energy Fuels Inc. saw a share price increase of over 14% following the U.S. Department of Energy's announcement of an initiative to develop the domestic nuclear fuel supply chain [3]. - The initiative includes the establishment of 'Nuclear Lifecycle Innovation Campuses' for uranium enrichment and aims to reduce reliance on imports from Russia [3]. Group 3: Analyst Ratings - Roth Capital analyst Joe Reagor upgraded Energy Fuels Inc. from 'Sell' to 'Neutral' on January 28, raising the price target from $13 to $15.50 [4]. - The analyst noted that while the company's valuation appears stretched, strong market sentiment and rising uranium prices could mitigate any near-term value correction [4].

USAR’s announcement also clipped MP Materials (NYSE: MP) in the short term, and Lango argued it was more about narrative than fundamentals.Lango’s “why” is the durable part. Rare earths aren’t just another commodity cycle in his view. They’re a strategic input across the AI buildout, including motors, magnets, data center hardware, and physical AI devices. In addition, the United States is trying to reduce dependence on China, which controls most of the processing market.Big, fast repricings like that tend ...

Core Viewpoint - The article highlights the significant rise in the rare earth sector, driven by the announcement of the "Project Vault," a strategic critical minerals reserve initiative by the U.S. government, aimed at protecting manufacturers from supply shocks. Group 1: Market Reaction - On February 2, pre-market trading showed a strong performance in rare earth stocks, with NioCorp Developments up nearly 9% and Critical Metals up over 7% [1] - Other notable gains included TMC the metals (6.5%), American Resources (6.01%), United States Antimony (6%), USA Rare Earth (5.71%), and MP Materials (4.88%) [2] Group 2: Project Vault Details - The "Project Vault" will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, aimed at purchasing and storing mineral resources for various industries [3] - The Export-Import Bank's board is expected to approve this record-setting 15-year loan, which is more than double the size of the bank's second-largest transaction in history [4] Group 3: Strategic Importance - The reserve will cover rare earths and other strategically important elements, helping companies hedge against price volatility without the need to stockpile materials [4][5] - Major companies involved include General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google, indicating strong industry support for the initiative [5] Group 4: Market Stability - The initiative is designed to stabilize markets and mitigate price fluctuations, which can significantly impact financial statements, as seen with the historical spike in nickel prices following the Russia-Ukraine conflict [5] - Commodity traders will be responsible for sourcing raw materials to fill the reserves, further emphasizing the project's market-oriented approach [5] Group 5: Investor Confidence - The project has reportedly received oversubscription, reflecting investor confidence in the creditworthiness and long-term commitments of the participating companies [6]

Energy Fuels Inc. (NYSE:UUUU) is one of the 11 Best Performing Stocks in the Last 12 Months. Roth Capital Upgrades Energy Fuels (UUUU) to ‘Neutral’; Raises PT to $15.00 Image by Markus Distelrath from Pixabay On January 28, 2026, Energy Fuels Inc. (NYSE:UUUU) saw Roth Capital upgrade the stock from ‘Sell’ to ‘Neutral’, while raising its price target from $13.00 to $15.00. The firm’s increased confidence reflects improving short-term growth drivers and bolstered investor sentiment. While the firm admits ...

Core Viewpoint - Energy Fuels Inc. (NYSE:UUUU) has shown strong performance, being recognized as one of the best-performing stocks over the last 12 months, with recent upgrades in stock ratings and strategic acquisitions enhancing its market position [1]. Group 1: Stock Performance and Analyst Upgrades - Roth Capital upgraded Energy Fuels from 'Sell' to 'Neutral' and raised the price target from $13.00 to $15.00, reflecting improved short-term growth drivers and positive investor sentiment [2] - The firm acknowledges that while the stock may appear stretched, favorable uranium prices and market psychology could mitigate the risks of a short-term correction [2] Group 2: Strategic Acquisitions - Energy Fuels agreed to acquire Australian Strategic Materials (ASM) for $300.9 million, representing a 121% premium to ASM's closing price on January 20 [3] - Under the acquisition agreement, ASM shareholders will receive 0.053 Energy Fuels shares per ASM share, plus a special dividend of up to A$0.13, equating to A$1.6 per share [3] Group 3: Expansion of Operations - The acquisition significantly expands Energy Fuels' rare earth footprint, integrating ASM's Korean metallization plant and planned U.S. facility with its White Mesa Mill in Utah [4] - The company is also adding a pipeline of global development projects aimed at securing non-Chinese critical mineral supply chains [4] Group 4: Company Overview - Energy Fuels Inc. is a U.S.-based mining company focused on uranium, vanadium, and rare earth production, with operating assets that include the White Mesa Mill and expanding exposure to critical minerals [5]