The share price of Energy Fuels Inc. (NYSEAMERICAN:UUUU) surged by 29.06% between December 30, 2025, and January 6, 2026, putting it among the Energy Stocks that Gained the Most This Week. Energy Fuels (UUUU) Exceeds Uranium Production and Sales Guidance for 2025 Image by Markus Distelrath from Pixabay Energy Fuels Inc. (NYSEAMERICAN:UUUU) is a leading US-based critical minerals company, focused on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes. Energy Fuels Inc. (NYS ...

When the upgraded system enters production in early 2027, SRC expects to deliver 30 tonnes of dysprosium oxide, 15 tonnes of terbium oxide, and 400-600 tonnes of high-purity NdPr metal annually.Under the partnership, REAlloys will invest approximately $21 million to expand SRC’s refining capacity, increasing heavy rare earth throughput by roughly 300% and boosting NdPr metal output by about 50%.The new agreement with REAlloys accelerates that evolution by adding a full heavy rare earth line, transforming th ...

Core Insights - Namibia Critical Metals Inc. announced the results of its Pre-Feasibility Study for the Lofdal Heavy Rare Earths Project, indicating significant potential for production of dysprosium, terbium, and yttrium, which are key economic drivers for the project [1] Company Summary - The company is focused on the Lofdal Heavy Rare Earths Project located in Namibia, which is expected to yield substantial quantities of critical rare earth elements [1] Industry Summary - The Lofdal deposit is positioned to contribute significantly to the supply of heavy rare earth elements, which are increasingly important in various high-tech applications and industries [1]

Core Insights - The urgency for Europe to secure a stable supply of heavy rare earth elements, particularly Dysprosium and Terbium, has been emphasized due to geopolitical tensions and supply chain vulnerabilities [2][3][16] Company Updates - Leading Edge Materials Corp. is progressing on the Norra Kärr Heavy Rare Earth Elements Project through its subsidiary Greenna Mineral AB, which is recognized as one of Europe's richest deposits for heavy rare earth elements [1][6] - The company has submitted supplementary information for a mining lease application, with a decision expected soon [9] - A pre-feasibility study is ongoing, focusing on mineral processing and the production of higher-grade concentrates [11][12] Industry Context - The European Rare Earths Competency Network (ERECON) highlighted the need for new sources of heavy rare earths outside of China, identifying Norra Kärr as a key project for securing supply [4] - The project is estimated to produce 248 tonnes of Dysprosium and 36 tonnes of Terbium oxides annually over an initial 26-year mine life, covering only 30% of the defined resource [7] - Competitors like Lynas and MP Materials are significant players in the rare earths market, with Lynas recently expanding its heavy rare earths separation facility [8] Strategic Importance - Norra Kärr's strategic importance has been reinforced by the Swedish Geological Survey, which designated it as a National Interest site due to its significance for Sweden and the EU [5][6] - The CEO of Leading Edge Materials emphasized that the production of Norra Kärr is essential for Europe to achieve independence in the heavy rare earth supply chain [18]

VANCOUVER, British Columbia, Nov. 30, 2025 (GLOBE NEWSWIRE) -- Leading Edge Materials Corp. (“Leading Edge Materials” or the “Company”) (TSXV: LEM) (Nasdaq First North: LEMSE) (OTCQB: LEMIF) (FRA: 7FL) provides a progress update on the Norra Kärr Heavy Rare Earth Elements Project (“HREE”) being developed by the Company’s wholly-owned Swedish subsidiary Greenna Mineral AB. Heavy Rare Earths Crisis The drastic shortage of heavy rare earth elements - particularly Dysprosium and Terbium – was highlighted in a R ...

Core Viewpoint - Lynas Rare Earths is facing production shortfalls at its Kalgoorlie cracking-and-leaching plant due to repeated grid interruptions, which will impact its finished product output from the Malaysian refinery [1][2]. Production Impact - The company estimates a shortfall equivalent to one month's production this quarter, exacerbated by scheduled maintenance at its Malaysian kilns [2]. - Canaccord Genuity has revised its December-quarter neodymium-praseodymium (NdPr) output forecast to approximately 1,800 tonnes, projecting a 20% revenue drop to about A$220 million ($142 million) and a 35% decline in quarterly EBITDA to around A$77 million [3]. Market Reaction - Lynas shares in Sydney experienced a nearly 30% decline from late October to November 6, before slightly recovering to a closing price of A$15.02, with a market capitalization of A$15.1 billion ($9.7 billion) [4]. Operational Challenges - The Kalgoorlie facility operates under an interruptible supply scheme, leading to reliability issues and intensified shortages in November [5]. - The company is exploring short-term off-grid options while collaborating with the Western Australian government and Western Power, expecting to recover lost production within the financial year ending June 30 [5]. Long-term Considerations - Disruptions at the Kalgoorlie plant could have lasting effects, as it is Australia's first downstream rare earths processing plant with a capacity of about 9,000 tonnes per year of NdPr finished product [6]. - The Malaysian facility, the world's largest single separation facility, targets a capacity of approximately 12,000 tonnes per year of NdPr separation as part of its growth plan [6]. Inventory Management - Despite the disruptions, Lynas asserts it will still produce sufficient finished product to meet key customer needs this quarter, with inventories potentially mitigating immediate sales impacts [7].

Core Insights - MP Materials Corp. reported a mixed quarterly update indicating improving profitability trends and steady momentum in magnetics [1] - The company is making progress towards domestic heavy rare earth separation, which supports its long-term strategy [1] - Third-quarter revenue was $53.55 million, slightly below analyst estimates of $54.92 million [1] Financial Performance - The company reported an adjusted loss of 10 cents per share, which was better than the analyst estimate of a loss of 18 cents per share [2] - Adjusted EBITDA for the third quarter was negative $13 million, an improvement from negative $11 million a year earlier and better than the forecast of negative $14 million [3] - Magnetics revenue was slightly above projections, while oxide sales were lower due to reduced volume [3] Operational Developments - The third-quarter REO concentrate volume was zero as the company adhered to the DoW agreement to halt sales to China, with the price floor agreement starting in October [4] - The new heavy rare earth separation facility at Mountain Pass is expected to begin commissioning in mid-2026, initially focusing on dysprosium and terbium production [4] - The facility will have a nameplate capacity of 200 metric tons per year for the Dy/Tb circuit and can process about 3,000 metric tons of feedstock [5] Market Reaction - Following the quarterly update, MP shares increased by 8.37% to $56.30 [5]

Core Insights - MP Materials Corp. reported a mixed quarterly update, indicating improving profitability trends and steady momentum in magnetics [1] - The company outlined progress toward domestic heavy rare earth separation, enhancing sentiment around its long-term strategy [1] Financial Performance - For the third quarter, MP Materials reported revenue of $53.55 million, which fell short of analyst estimates of $54.92 million [1] - The adjusted loss was 10 cents per share, better than the expected loss of 18 cents per share [2] - Adjusted EBITDA was negative $13 million, an improvement from negative $11 million a year earlier and better than the forecast of negative $14 million [3] Sales and Revenue Breakdown - Magnetics revenue slightly exceeded projections, while oxide sales were lower due to reduced volume [3] - Lower tons sold were partially offset by better price realization [4] Strategic Developments - MP Materials has halted sales of REO concentrate to China as per the DoW agreement, which began in October [4] - The company plans to commission a new heavy rare earth separation facility at Mountain Pass by mid-2026, initially focusing on dysprosium and terbium production [4] Capacity and Production - The nameplate capacity for the Dy/Tb circuit is 200 metric tons per year, with the ability to process about 3,000 metric tons of feedstock [5] - The facility will utilize MP's own heavy concentrate, stockpiled material, and third-party feedstock from new sources [5] Market Reaction - Following the quarterly update, MP shares increased by 8.37% to $56.30 [5]

Core Insights - A significant demand for critical minerals is emerging, essential for electric vehicles, batteries, and clean energy systems, with two U.S.-listed ETFs, VanEck Rare Earth And Strategic Metals ETF (REMX) and Amplify Lithium & Battery Technology ETF (BATT), positioned at the forefront of this trend [1][2] ETF Overview - REMX focuses on rare earth and strategic metal miners, tracking the MVIS Global Rare Earth/Strategic Metals Index, and includes companies like MP Materials Corp, Lynas Rare Earths, and Pilbara Minerals, which are crucial in the U.S.-China supply chain dynamics [3] - BATT tracks the EQM Lithium & Battery Technology Index, combining miners such as Albemarle Corp and Glencore with downstream manufacturers like Panasonic and Samsung SDI, thus capturing both extraction and downstream demand from the EV and energy storage sectors [4] Performance Metrics - Both ETFs have expense ratios between 0.58% and 0.59%, with REMX managing approximately $1.3 billion in assets and BATT around $91 million; REMX has shown a 79% year-to-date return, while BATT has returned 55% year-to-date, reflecting differing investor interests and market conditions [5] - REMX's performance is heavily influenced by Chinese policy risks, while BATT's broader focus ties its performance to EV adoption and battery margins [6] Investment Implications - For investors interested in mining geopolitics, REMX offers a concentrated investment in supply scarcity, while BATT may appeal to those seeking a more diversified exposure to the clean energy sector [7]

Core Insights - Lithium Corporation is focused on advancing North America's energy independence through the exploration and development of critical mineral resources [1] Group 1: Company Activities - Ongoing field exploration includes geological mapping and sampling at a site with identified enriched Rare Earth Element (REE) mineralization, specifically Neodymium and Dysprosium [1] - The company has applied to increase the size of its claim block to approximately 13,440 acres (5,438 hectares) to cover adjacent areas with geological similarities and potential for similar REE mineralization [1]