Energy Fuels (UUUU) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this uranium and vanadium miner and developer have returned -22.7% over the past month versus the Zacks S&P 500 composite's -6.2% change. The Zacks Mining - Non Ferrous industry, to which Energy Fuels belongs, has lost 24.1% over this period. Now the key question is: Where could the stock be headed in the nea ...

Amsterdam, 26 March 2026 --- AMG Critical Materials N.V. ("AMG", EURONEXT AMSTERDAM: "AMG") has published its Agenda and Explanatory Notes for the 2026 Annual General Meeting (“AGM”) which will take place in Amsterdam, the Netherlands on May 7, 2026 at the Auditorium at the World Trade Center (WTC). Shareholders will have the option to exercise voting rights by providing voting instructions prior to the AGM in accordance with the (proxy) voting procedures. The Agenda and Explanatory Notes, including instruc ...

The Garneau Titanium Project Features Ilmenite-Rich Boulder with Grab-Sample Assays of 65.1% Fe₂O₃, 32.4% TiO₂, and 2,260 ppm VanadiumVANCOUVER, British Columbia, March 26, 2026 (GLOBE NEWSWIRE) -- SAGA Metals Corp. ("SAGA" or the "Company") (TSXV: SAGA) (OTCQB: SAGMF) (FSE: 20H), a North American exploration company focused on critical mineral discoveries, is pleased to announce that it has completed the acquisition (the “Acquisition”) from Rio Tinto Exploration Canada Inc (“RTEC”) of a 100% interest in th ...

Vancouver, British Columbia--(Newsfile Corp. - March 19, 2026) - Blue Sky Uranium Corp. (TSXV: BSK) (FSE: MAL2) (OTCQB: BKUCF), ("Blue Sky" or the "Company") and Ivana Minerales S.A. ("IMSA", the operating company for the joint-venture between Blue Sky and a subsidiary of Corporacion America Group, "COAM") are pleased to announce the initiation of a hydrogeological study in the vicinity of the Ivana uranium-vanadium deposit within its 100%-owned Amarillo Grande Project in Rio Negro Province, Argentina. The ...

Core Insights - AMG Critical Materials N.V. has published its 2025 Annual Report, which is accessible on the company's website for investors and interested parties [1] Company Overview - AMG's mission focuses on providing critical materials and related process technologies to promote a less carbon-intensive world, emphasizing energy storage materials like lithium, vanadium, and tantalum [2] - The company also produces highly engineered systems aimed at reducing CO2 emissions in aerospace engines and other markets [2] Business Segments - AMG's Lithium segment covers the entire lithium value chain, aiming to lower the CO2 footprint for both suppliers and customers [3] - The Vanadium segment is a global leader in recycling vanadium from oil refining residues, encompassing the company's operations in vanadium, titanium, and chrome [3] - The Technologies segment is recognized as the world market leader in advanced metallurgy, providing engineering solutions for the aerospace engine sector and supporting the development of LIVA batteries and NewMOX SAS for the nuclear fuel market [3] Global Operations - AMG employs approximately 3,600 individuals and operates production facilities across multiple countries, including Germany, the United Kingdom, France, the United States, China, Mexico, Brazil, India, and Sri Lanka, with sales and customer service offices in Japan [4]

Summary of Space Metals: The Critical Minerals Enabling the Space Economy Industry Overview - The focus is on the space economy, particularly the critical metals required for the rocket and satellite industry, highlighting the potential supply constraints that could impact growth [1][2] Key Insights - **Supply Chain Challenges**: The supply of critical metals is concentrated and geopolitically sensitive, posing risks as demand for rockets and spacecraft increases. The industry may face bottlenecks in securing necessary materials [2][4] - **Launch Activity Growth**: In 2025, there were 330 orbital launch attempts, a 26% increase year-over-year. The cumulative number of objects launched into space rose by 136% from 2020 to 2025 [2][7] - **Metal Demand**: Approximately 7,000 metric tons of metals were required for spacecraft launched in 2025, which is modest compared to global metal demand but critical due to the specialized nature of these materials [2][9] Critical Metals Categories 1. **Structural Metals**: - Key Metals: Aluminum, Titanium, Steel/Iron, Vanadium, Chromium - Used in primary structures, tanks, and load-bearing components [15][36] 2. **High-Temperature Metals**: - Key Metals: Tungsten, Nickel, Cobalt, Rhenium, Niobium, Hafnium, Platinum - Essential for propulsion systems and rocket engines [17][69] 3. **Power & Electronics**: - Key Metals: Gallium, Arsenic, Copper, Tantalum, Gold, Silver - Used in electrical systems and solar cells [17] 4. **Optics & Sensors**: - Key Metals: Beryllium, Germanium - Critical for optical and sensing systems [17] 5. **Rare Earths/Permanent Magnets**: - Key Metals: Samarium, Neodymium, Dysprosium, Praseodymium, Terbium - Important for electric motors and guidance systems [17] Notable Companies in Space Metals - **Rhenium**: Major producers include Molibdenos y Metales (Chile), Freeport-McMoRan (USA), and KGHM Polska Miedz (Poland) [28][95] - **Hafnium**: Produced by Framatome (France) and ATI Inc (USA) [27] - **Beryllium**: Materion Corporation (USA) and NGK Insulators (Japan) are key suppliers [32] - **Gallium**: Dominated by China, with notable producers including Aluminum Corporation of China and Dowa Holdings [35][33] Geopolitical and Supply Risks - Many critical metals are produced in limited geographic areas, leading to supply risks. For example, 76% of cobalt production comes from the Democratic Republic of Congo, and 99% of gallium production is controlled by China [81][33] - The concentration of production in a few countries raises concerns about supply chain stability and potential geopolitical tensions [20][22] Conclusion - The space economy's growth is heavily reliant on a small group of critical metals, which face significant supply chain challenges. Investors should be aware of these dynamics as they explore opportunities in the sector [2][4]

Core Insights - SAGA Metals Corp. has confirmed mineralization in all 31 drill holes at its Radar Critical Minerals Project, with significant grades of iron, titanium, and vanadium, highlighting the project's potential amid increasing North American focus on critical minerals [1][2][10] Company Overview - SAGA Metals Corp. is focused on the exploration and discovery of critical minerals essential for North American supply security, particularly titanium and vanadium [21] - The Radar Project spans 24,175 hectares and includes the Dykes River intrusive complex, which has been confirmed to host significant mineralization [11][21] Project Highlights - The Radar Project has reported assay results with up to 64.55% Fe2O3, 13.3% TiO2, and 0.66% V2O5, indicating high-quality mineralization [1][2][19] - The project is strategically located with infrastructure advantages, including road access, a deep-water port, hydro-electric power, and an airstrip, which may enhance its appeal to North American governments and manufacturers [8][19] Industry Context - The U.S. and Canadian governments have identified titanium and vanadium as critical minerals, emphasizing their importance for national security and advanced manufacturing sectors [1][6][9] - Recent U.S. government initiatives, including funding for domestic titanium production and requests for proposals related to critical minerals, underscore the urgency of securing supply chains for these materials [7][9] Drilling and Exploration Progress - SAGA has completed 16 drill holes totaling 3,435 meters in 2026, with ongoing drilling and geological evaluations aimed at defining the scale of mineralization [10][19] - Significant drill intercepts include Hole R-0016 with 50.60 m at 52.05% Fe2O3 and Hole R-0017 with 90.01 m at 51.86% Fe2O3, demonstrating the project's potential for high-grade mineralization [5][19]

Group 1 - Eureka Lithium Corp. has allowed to lapse approximately 1094 mineral claims for the Raglan West project, 550 claims for the Raglan South project, and 1601 claims for the New Leaf project, totaling to the Nunavik Projects [1] - The company currently retains approximately 158 claims related to the Nunavik projects and is considering whether to renew these Remaining Claims at a cost of $26,544, while the cost of renewing the lapsed claims would have been approximately $680,570 [1] Group 2 - The company has acquired a 100% interest in the Cabin Lake Silver-Gold-Zinc-Lead Project located in the Omineca Mining District of British Columbia and a 100% interest in the Tyee Titanium-Vanadium Project in the Havre-St-Pierre region of Quebec [2]

Core Viewpoint - The inclusion of antimony in the Tivani Tier-1 Critical Minerals Project enhances its role in critical mineral supply chains, particularly for defense and industrial applications [1][2][3]. Group 1: Company Developments - HUB Cyber Security Ltd. announced the expansion of the Tivani project to include antimony, alongside existing minerals like titanium, iron, and vanadium [1]. - Ferrox Critical Minerals Ltd. aims to position Tivani as a multi-commodity platform, enhancing its relevance in defense, aerospace, and advanced manufacturing sectors [3][4]. - The CEO of Ferrox emphasized the goal of becoming a globally relevant critical minerals producer rather than just a single-commodity developer [4]. Group 2: Strategic Importance - Antimony is recognized as a defense-grade strategic material, essential for various technologies including aerospace systems and military applications [2]. - The global supply of antimony is highly concentrated, leading Western governments to view it as a critical vulnerability in secure industrial supply chains [2]. - The addition of antimony to the Tivani project underscores its strategic relevance in national security and industrial policy [7]. Group 3: Infrastructure and Trust - HUBC is embedding trust infrastructure across verification, governance, and digital asset integrity workflows related to the Tivani platform [5][6]. - The company believes that validation and trust infrastructure will be foundational for transparency and governance in next-generation critical mineral supply chains [7].

Financial Data and Key Metrics Changes - Energy Fuels reported a net loss of $86 million or $0.38 per share for fiscal year 2025, compared to a net loss of $47 million or $0.28 per share in fiscal 2024, reflecting higher ongoing costs due to global operations expansion and investments in core projects [35] - The company ended the year with $1.4 billion in total assets and $927 million in working capital, including $862 million in cash and marketable securities [34] - The average cost of goods sold decreased from $53 per pound to $43 per pound by the end of 2025, with expectations to further decrease as production ramps up [17][36] Business Line Data and Key Metrics Changes - Energy Fuels mined over 1.7 million pounds of uranium and processed over 1 million pounds of finished U308 in 2025, with plans to materially increase uranium mining production and sales in 2026 [4][14] - The company sold 650,000 pounds of uranium at an average price of $74.20 per pound in 2025, an increase of 200,000 pounds year-over-year [36][18] - The rare earth segment made significant progress, including pilot production of Dysprosium and plans for Terbium oxides, with a feasibility study indicating a combined net present value of $3.7 billion for key projects [5][24] Market Data and Key Metrics Changes - The average month-end uranium spot prices were approximately 13.8% lower in 2025 compared to 2024, impacting revenue per pound and gross margin percentage, which was 31% in 2025 [36] - The company anticipates stronger fundamentals for uranium prices and demand growth in the future, with expectations for gross margin to increase to 50% and above in 2026 [36][18] Company Strategy and Development Direction - Energy Fuels aims to solidify its position as the largest and lowest-cost U.S. uranium producer while emerging as a significant player in the rare earth and critical minerals market [6][3] - The company is focused on expanding its production capabilities through various projects, including the Donald Project and the Vara Mada project, which are expected to enhance its rare earth production capacity [30][32] - The proposed acquisition of Australian Strategic Materials (ASM) is expected to enhance margin capture and position the company to capitalize on the reshoring of U.S. manufacturing [26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute its aggressive plans, highlighting the strong financial, technical, and commercial capabilities [3] - The transition to a new CEO is expected to maintain the momentum of growth and execution, with a focus on expanding the team to support multiple construction projects [43][81] - Management remains optimistic about the future of uranium and rare earth markets, emphasizing the importance of their diversified asset base [60][72] Other Important Information - The company completed a $700 million convertible note offering, which was oversubscribed and provides substantial flexibility to fund ongoing operations and strategic projects [34][37] - The White Mesa Mill is highlighted as a unique asset capable of processing both uranium and rare earths, positioning the company as a critical mineral hub [19][20] Q&A Session Summary Question: Timeline for heavy mineral sands projects - Management confirmed that the Donald Project is shovel-ready, with a focus on making a final investment decision soon, while progress on the Vara Mada project is ongoing with government support [51][52] Question: Updates on government support and offtake - Management noted that the scale of their operations and asset acquisitions has garnered attention from government entities, indicating potential for future support [57][60] Question: Factors driving uranium production guidance - The production guidance is dependent on the runtime of the mill and mining rates, with flexibility to switch between uranium and rare earth production as needed [63][82] Question: Spot market sales strategy - Management indicated a cautious approach to spot sales, preferring to sell at higher prices while maintaining a balance between spot and term contracts [66][68]