Key Takeaways Energy Fuels mined more than 1.6M pounds of uranium in 2025, beating its prior target by 11%.UUUU expects 4Q25 uranium sales of 360,000 pounds and secured long-term contracts through 2032.Energy Fuels remains debt-free and has advanced rare earths, but trades at a big sales multiple.Energy Fuels (UUUU) is currently trading at a forward price-to-sales ratio of 37.18X, a significant premium to the non-ferrous mining industry’s 4.30X.UUUU’s Value Score of F suggests that the stock is not so cheap ...

Key Takeaways Energy Fuels stock jumped 8% in a week, riding on the breakthrough in dysprosium. UUUU produced 99.9% pure dysprosium oxide at White Mesa and passed QC by a major magnet maker. Energy Fuels plans to scale terbium and samarium output by 2026, strengthening rare earth supply chains. Energy Fuels Inc. (UUUU)  have jumped 8% over the past week, since it announced that the 99.9% purity dysprosium oxide produced at its White Mesa Mill has passed the stringent QC (Quality Check) requirements of a maj ...

VANCOUVER, BC, Dec. 22, 2025 /PRNewswire/ - Defense Metals Corp. ("Defense Metals" or the "Company") (TSXV: DEFN) (OTCQB: DFMTF) (FSE: 35D), a company focused on the development of the Wicheeda Rare Earth Project (Wicheeda Project), located near Prince George, British Columbia, Canada today released the following joint letter from Executive Chairman Guy de Selliers and President and Chief Executive Officer Mark Tory. Joint Letter from the Executive Chairman and CEO Dear Shareholders, 2025 has been a transfo ...

Core Insights - Energy Fuels Inc. has successfully produced high purity dysprosium oxide (99.9%) at its White Mesa Mill, which has passed initial quality assurance and quality control benchmarks set by a major South Korean automotive manufacturer for rare earth permanent magnet production [2][4][5] - The company plans to begin pilot production of terbium oxide in early 2026, with plans for samarium oxide production to follow, indicating a strategic expansion in the production of critical rare earth elements [6][7] Company Developments - The production of dysprosium oxide is a significant milestone for Energy Fuels, marking the first U.S. company to qualify both "light" and "heavy" rare earth elements for use in permanent magnet applications, which is crucial for the U.S. rare earth supply chain [4][5] - Energy Fuels has produced approximately 29 kilograms of high-purity dysprosium oxide since August 2025, exceeding automotive specifications [5] - The company is also planning to construct infrastructure for commercial-scale production of dysprosium and terbium oxides, with an expected capacity of up to 48 metric tons of dysprosium oxide and 14 metric tons of terbium oxide annually [8] Industry Context - Dysprosium oxide is essential for enhancing the durability and magnetic performance of neodymium-iron-boron permanent magnets, which are used in electric vehicles, advanced robotics, and defense systems [3] - The supply of dysprosium and other heavy rare earth oxides is limited outside of China, especially following China's export controls on several rare earth elements [4]

Core Insights - Canamera Energy Metals has completed approximately one-third of its planned drilling in the Turvolandia rare earths project in Brazil, which is a significant milestone for the company [1][5] - The drill program aims to evaluate the thickness and continuity of rare earth element mineralization across three target zones [2][5] Group 1: Project Details - The Turvolandia drill program includes around 1,000 meters of drilling, with 48–54 vertical auger drill-holes planned to depths of 20–25 meters [1][2] - The project is located in southern Minas Gerais, directly east of the Poços de Caldas alkaline complex, which is a 30 km² intrusive system [2][3] - Canamera has an option to acquire 100% ownership of the Turvolândia and São Sepé rare earth ionic clay projects through staged cash and share payments [3][4] Group 2: Financial and Operational Aspects - If the acquisition option is exercised, the vendors will retain a 1% net smelter returns royalty on production, with the possibility for Canamera to buy back half for $500,000 [4] - Additional cash payments will be required upon achieving specific technical milestones, including the release of a mineral resource estimate and a feasibility study [4] Group 3: Strategic Importance - The CEO of Canamera highlighted the geopolitical significance of Brazil as a secure source for rare earth elements amid global supply chain pressures [5]

Professor Tony Tang appointed as the independent reviewer of metallurgical test work, process design and associated studies 2016 AMTEC/ALS TREEs recovery results successfully replicated, with eudialyte and mixed-concentrate recoveries confirmed Repeatability on 2016 AMTEC laboratory program demonstrated under the 2025 test work Acquisition of 300~500 kg/hr Proof-of-Concept Pilot Plant for approximately $2 million completed; commissioning expected in 2nd quarter 2026 Integration of new high-intensity magneti ...

Tronox has secured coordinated, conditional and non-binding support for up to $600m in rare earth supply chain financing from Export Finance Australia (EFA) and the Export-Import Bank of the United States (EXIM). This joint support aims to advance Tronox's development of a rare earth elements (REEs) supply chain encompassing mine extensions, infrastructure, and a proposed cracking and leaching facility in Western Australia (WA). The letters of support and interest from EFA and EXIM, respectively, are par ...

Tronox Holdings plc (TROX) shares surged 32.13 percent to $4.95 on Tuesday, rising $1.2050, after announcing it received coordinated non-binding and conditional Letters of Support from Export Finance Australia and the U.S. Export-Import Bank. TROX is trading at $4.9550 after opening at $4.6500, with shares moving between $4.3000 and $5.2500 so far today on the New York Stock Exchange. Trading volume has surged to 22,427,456 shares, far above the average of 4,018,239.The stock's 52-week range is $2.8600 to ...

Core Insights - USA Rare Earth Inc. (USAR) has acquired Less Common Metals (LCM), which has signed a supply agreement with Solvay and Arnold Magnetic Technologies Corporation to enhance the rare earth supply chains in the U.S. and Europe [1][2] Group 1: Company Developments - The partnership will leverage LCM's expertise in metal and alloy production to provide Arnold with a reliable, ex-China supply of rare-earth materials for advanced permanent magnets [2][7] - LCM is the only proven ex-China producer of both light and heavy rare earth permanent magnet metals and alloys at scale, emphasizing its strategic importance in the supply chain [3] - The acquisition supports USAR's mine-to-magnet strategy, establishing a comprehensive rare earth supply chain, with LCM supplying alloy feedstock to USAR's Oklahoma magnet manufacturing plant, set to be commissioned in early 2026 [4][7] Group 2: Market Performance - USAR shares have increased by 26.2% over the past year, outperforming the industry growth of 21.8% [5] - USAR currently holds a Zacks Rank 3 (Hold), while other companies in the basic materials sector, such as OR Royalties Inc., Newmont Corporation, and Agnico Eagle Mines, have higher rankings [8]

Core Insights - The partnership between REalloys Inc. and the Saskatchewan Research Council (SRC) establishes North America's first fully funded and permitted heavy rare earth refining pathway, with commercial production expected in early 2027 [1][2][5] - The facility will meet all U.S. defense-sourcing requirements, ensuring a compliant North American supply chain for defense clients, including the U.S. Department of Defense [1][5][6] Production Capacity and Expansion - REalloys will invest approximately US$21 million to expand SRC's facility, increasing heavy rare earth processing capacity by 300% and light rare earth capacity by 50% [3] - The expanded facility is designed to produce up to 30 tonnes of Dysprosium oxide, 15 tonnes of Terbium oxide, and 400 tonnes per year of high-purity Neodymium-Praseodymium metal, with NdPr output increasing to 600 tonnes per year post-expansion [3][4] Strategic Importance - The facility expansion positions REalloys to provide a secure North American supply of critical materials as new U.S. defense procurement rules take effect on January 1, 2027, prohibiting sourcing from non-allied nations [5][6] - The partnership addresses the need for a zero-China nexus supply chain for heavy rare earths, crucial for U.S. national security [6][8] Future Developments - SRC's facility will serve as a precursor to REalloys' planned commercial facility in Saskatoon, which aims for an annual output of approximately 200 tonnes of Dysprosium metal, 85 tonnes of Terbium metal, and 2,700 tonnes of Neodymium-Praseodymium metal [7] - The collaboration reflects a strategic move to strengthen North America's industrial base and supply chain independence in the rare earth sector [9][10]