Jason Luongo
Growth-Stock Options Trader, LEAPS & Income Strategies
Energy Fuels is the critical-minerals play as the US needs domestic uranium and rare-earth supply while nuclear demand accelerates globally. It runs the only licensed and operating uranium mill in the US and the only facility able to produce separated rare earths domestically. It mined 1.72 million pounds of uranium in 2025 and just produced the first US terbium oxide in decades. Consensus sees 2026 revenue of $147 million, up 123%. x.comÂ
Energy Fuels stands to be the biggest beneficiary as the US phases out Russian uranium, with rare earths a second growth driver. About 25% of US low-enriched uranium came from Russia, and an import ban takes full effect in 2028; Energy Fuels runs White Mesa, one of very few working US conventional uranium mills. Big Tech turning to nuclear for AI adds demand visibility. Its Phase 2 rare-earth line targets over 6,000 tons of NdPr a year and, per its feasibility study, over $300M in annual EBITDA. … Show more
The uranium bull market is continuing, as Energy Fuels draws sudden aggressive buyers on top of its breakout. x.com x.comÂ
Energy Fuels is expensive against its earnings, trading about 30% above fair value. It sits at about 20x forward earnings while uranium miners usually get 14x; 14x next year's $0.48 a share, give or take 12%, implies $5.98-7.60. The valuation also leans on the forecast, with forward earnings 117% above trailing. This is a valuation read only, based on reported earnings and revenue estimates. x.comÂ
Domestic rare-earth and critical-mineral supply chains will make this stock group a generational wealth builder this year. REalloys has Army negotiations and an EXIM letter of interest; USA Rare Earth is developing a mine-to-magnet chain; MP Materials is expanding into magnets; Energy Fuels processes rare earths; and Lithium Americas is advancing Thacker Pass with GM and DOE support. REalloys paid to be included in this list. x.com x.com x.comÂ
Energy Fuels is valued as a cyclical uranium play while it builds the West's only integrated non-Chinese ore-to-magnet platform, setting up a re-rating. Its White Mesa Mill holds the only active conventional uranium mill license in the US, a moat that would take 15+ years to replicate. That lets it process radioactive monazite sand, rich in heavy rare earths like dysprosium and terbium, that standard refiners cannot touch. Projects in Brazil, Australia and Madagascar secure cheap feed. x.comÂ
USA Rare Earth, Energy Fuels and MP Materials are a pass for now because whale accumulation on their weekly charts is gradually decreasing. They are not a favored setup yet. x.comÂ
Energy Fuels is still underestimated by Wall Street because it has onshored in the US the two most critical inputs for nuclear power and EV motors. x.comÂ
US rare-earth and critical-mineral stocks could benefit from up to $1.6B of US investment in a domestic supply chain, even as heavy rare-earth stocks crash. USA Rare Earth is building a US mine-to-magnet chain including dysprosium and terbium; MP Materials is expanding into heavy rare-earth separation, alloys and magnets; Energy Fuels is expanding US separation; Critical Metals is developing Greenland's Tanbreez; NioCorp and American Resources are building US critical-mineral projects. x.com … Show more
Cameco is the preferred uranium name over Energy Fuels as the sector leader. Energy Fuels looks too volatile and is still loss-making, making it a poor choice for holding a commodity stock over a long time. x.comÂ
Energy Fuels is bullish after @GoldTelegraph_ reported that the US Army will allow several companies to build critical minerals processing plants at military bases. x.comÂ
