Company coverage · ENERGY
Energy Fuels Inc UUUU
URANIUM coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.
Connected surface
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
114 trade records · 13 option records · 2025-10-27 → 2026-08-24Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has flagged this asset…
White Mesa Mill (unique dual uranium/REE processing), multiple permitted uranium mines across the Colorado Plateau, mineral rights, and physical uranium/vanadium/REE inventories. These are extraordinarily difficult to replicate due to environmental…
Growth. White Mesa Mill dual uranium/REE processing ramp captures both nuclear renaissance fuel demand and DoD rare earth supply chain diversification from China. Primary assets. White Mesa Mill (only U.S. uranium mill + REE separation), Pinyon Plai…
Append-only ticker entries from the internal coverage database.
- SW 2 : HW 98
Growth. White Mesa Mill dual uranium/REE processing ramp captures both nuclear renaissance fuel demand and DoD rare earth supply chain diversification from China. Primary assets. White Mesa Mill (only U.S. uranium mill + REE sepa…
- Strongest
White Mesa Mill (unique dual uranium/REE processing), multiple permitted uranium mines across the Colorado Plateau, mineral rights, and physical uranium/vanadium/REE inventories. These are extraordinarily difficult to replicate d…
- Strong
Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has…
Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has flagged this asset specifically as carrying "strategic optionality."
Largest U.S. uranium producer: Pinyon Plain mine and La Sal Complex produced 1.6M+ lbs of U3O8 in 2025, exceeding guidance by 11%. Production costs at Pinyon Plain run $23-30/lb — among the lowest in the Western world. Plans for commercial-scale heavy rare earth (dysprosium, terbium) production by Q4 2026.
- manual · sw-hw
Growth. White Mesa Mill dual uranium/REE processing ramp captures both nuclear renaissance fuel demand and DoD rare earth supply chain diversification from China. Primary assets. White Mesa Mill (only U.S. uranium mill + REE sepa…
- manual · physical-assets
White Mesa Mill (unique dual uranium/REE processing), multiple permitted uranium mines across the Colorado Plateau, mineral rights, and physical uranium/vanadium/REE inventories. These are extraordinarily difficult to replicate d…
- manual · moat
Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-08-24 | EXPIRED | CALL option | 0% |
| 2026-08-24 | EXPIRED | CALL option | 0% |
| 2026-08-14 | SELL | CALL option | +0% |
| 2026-08-13 | SELL | CALL option | +1% |
| 2026-07-24 | BUY | Equity | +2% |
| 2026-07-24 | BUY | Equity | +1% |
| 2026-07-23 | BUY | Equity | +0% |
| 2026-07-23 | BUY | Equity | +1% |
| 2026-07-20 | EXPIRED | CALL option | 0% |
| 2026-07-17 | BUY | Equity | +9% |
| 2026-07-16 | BUY | Equity | +5% |
| 2026-07-15 | BUY | Equity | +15% |
| 2026-07-10 | BUY | Equity | +60% |
| 2026-07-09 | BUY | Equity | +5% |
| 2026-07-08 | BUY | Equity | +3% |
| 2026-07-06 | BUY | Equity | +6% |
| 2026-07-02 | BUY | Equity | +17% |
| 2026-07-02 | BUY | Equity | +11% |
| 2026-07-01 | BUY | Equity | +6% |
| 2026-06-16 | BUY | Equity | +100% |
| 2026-05-28 | BUY | CALL option | +12% |
| 2026-05-28 | BUY | Equity | +7% |
| 2026-05-28 | BUY | Equity | +4% |
| 2026-05-28 | BUY | Equity | +7% |