Energy Fuels
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Critical Minerals Report (01.26.2026): U.S. Commits $1.6B to USA Rare Earth; Mitsubishi Invests $600M in Arizona Copper; Energy Fuels Acquires ASM for $299M
As the global minerals race intensifies, the landscape is no longer merely defined by supply and demand curves—it…
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Sidebar with Jack Lifton: When Critical Minerals Begin to Dictate Power
As governments from Beijing to Washington tighten control over critical minerals, and supply chains harden along national lines,…
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At Last Money Hits the Critical Minerals Table
What a wonderful couple of weeks it has been for the critical minerals sector, especially rare earths. Hard…
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U.S.-Australia Deal Aims to Rein in China’s Rare Earth Dominance
In a decisive shift in the industrial and geopolitical landscape, the United States and Australia on October 20…
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Critical Minerals Report (09.14.2025): Tariffs, Courtroom Greenlights, and a $70B Copper Merger—Policy-Driven Upheaval in Critical Minerals
An unexpectedly packed week in the critical minerals arena underscored how fluid the geopolitical, regulatory, and market backdrop…
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Energy Fuels Leverages Uranium Leadership to Become a Cornerstone of the U.S. Rare Earth Magnet Supply Chain
September 10, 2025 — Leveraging its position as America’s leading uranium producer, Energy Fuels Inc. (NYSE American: UUUU |…
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The Critical Minerals Report (8.22.2025): Carney’s Gambit, China’s Grip, and Washington’s Counterstrike
A fierce new front in great-power rivalry erupted this week as critical minerals—once niche commodities—took center stage in…
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Energy Fuels’ First 99.9% Dysprosium Oxide Production Marks a U.S. Milestone
Yesterday’s announcement that Energy Fuels Inc. (NYSE American: UUUU | TSX: EFR) has produced a kilogram of 99.9%…
