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Price · 180d
$18.22
Thesis
Energy Fuels is a U.S. uranium producer that is expanding into rare-earth processing from monazite at its White Mesa mill. It straddles the nuclear-fuel and rare-earth supply chains, with both businesses early in their ramp.
Catalysts
- Rare-earth separation output at White Mesa
- Uranium pricing and production restarts
- Government support for domestic critical minerals