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Is UUUU Set to Dominate the U.S. Heavy Rare Earth Element Market?
ZACKS· 2025-07-21 16:41
Core Viewpoint - Energy Fuels Inc. has commenced pilot-scale production of heavy rare earth element (HREE) oxides at its White Mesa Mill in Utah, establishing itself as a leader in domestic HREE production, which is vital for the permanent magnet industry and national supply-chain security [2]. Group 1: Production and Projects - The company has started producing Dysprosium (Dy) oxide with a purity of at least 99.5%, with plans to produce Terbium (Tb) by November 2025 and Samarium (Sm) oxide by January 2026 [3][9]. - Upon successful pilot production, Energy Fuels aims to produce Dy, Tb, and Sm on a commercial scale by the fourth quarter of 2026, following minor modifications to its existing Phase 1 REE separation circuit [4][9]. - The Donald Project in Australia, one of the richest HREE deposits globally, is expected to start production by the end of 2027, complementing domestic operations [5]. - Additional projects in Madagascar and Brazil contain significant quantities of light and heavy REE oxides, which can be supplied to U.S. and European manufacturers [5]. Group 2: Market Performance and Valuation - Energy Fuels shares have increased by 82.5% this year, significantly outperforming the industry growth of 4.6% [8]. - The company is trading at a forward 12-month price/sales multiple of 19.24X, which is a substantial premium compared to the industry average of 2.78X [11]. - The Zacks Consensus Estimate for Energy Fuels' loss in 2025 is projected at 27 cents per share, while earnings of six cents per share are expected in 2026 [12].
Shengfeng Development Limited Strengthens Strategic Alliance with CATL to Pioneer New Energy Logistics Solutions
Prnewswire· 2025-04-22 13:00
FUZHOU, China, April 22, 2025 /PRNewswire/ -- Shengfeng Development Limited (NASDAQ: SFWL) ("Shengfeng" or the "Company"), a leading integrated logistics solutions provider in China, today announced a multi-year strategic partnership with Contemporary Amperex Technology Co., Limited (CATL) (SZSE: 300750), a global leader in lithium-ion battery innovation (the "Partnership"). The collaboration which is expected to be valued at approximately 300 million RMB ($42 million USD), reinforces Shengfeng's pivotal ro ...