Energy Fuels
UUUU
Energy Fuels Inc. (UUUU), US rare earths/uranium firm producing 638k lbs U3O8 in 2023 from White Mesa.
Only operating US uranium mill; 22M lbs capacity. Expanding to NdPr via monazite. Market cap ~$1B USD.
Why it matters now
White Mesa critical for US conversion amid HALEU bottleneck; 2025 ramp targets data center and DoD contracts.