Energy Fuels(US:UUUU) Yahoo Finance·2026-01-08 05:12Core Insights - Energy Fuels Inc. (NYSEAMERICAN:UUUU) has experienced a significant share price increase of 29.06% from December 30, 2025, to January 6, 2026, making it one of the top-performing energy stocks during that week [1]. Production and Sales Performance - The company announced on December 29, 2025, that it exceeded its guidance for finished uranium production, mined uranium ore production, and uranium concentrate sales for FY2025, producing over 1.6 million pounds of nuclear fuel, which is approximately 11% more than the upper limit of its previous guidance [3]. - Energy Fuels' White Mesa Mill in Utah reported an output of over 1 million pounds of finished U3O8 in 2025, also surpassing its guidance [4]. - The company anticipates selling a total of 360,000 pounds of U3O8 in Q4 2025, reflecting a sequential increase of 50% [5]. Strategic Developments - Energy Fuels has secured two new long-term uranium sales contracts with U.S. nuclear power generating companies, enhancing its delivery commitments for the years 2027 to 2032, with projected deliveries of 780,000-880,000 pounds of U3O8 in 2026 [5]. - The company is set to transition to commercial-scale production of dysprosium and terbium, marking a significant milestone as the first commercial production of these heavy rare earths in the U.S. in many years [4]. Market Context - The rise in Energy Fuels' stock price on January 5 coincided with the U.S. Energy Department's announcement of $2.7 billion in orders to three American nuclear fuel manufacturers, aimed at enhancing domestic nuclear fuel production and enrichment [6].