UUUU — The Rare Earth & Uranium Moonshot Powering the Future

In this new episode of The Moonshot Edge, we take a closer look at one of the few material stocks showing strength in a volatile market — $UUUU, better known as Energy Fuels Inc.

Energy Fuels isn’t your typical uranium stock. It’s a U.S.-based company turning into a dual-engine Moonshot — combining uranium production with rare earth element processing at its White Mesa Mill in Utah. This unique positioning gives UUUU exposure to both the clean energy transition and the critical materials driving modern technology.

While most rare earth refining happens overseas, Energy Fuels is building out one of the only fully domestic pipelines in North America — a capability that could prove essential as nations race to secure critical mineral independence. The company’s White Mesa Mill can process uranium, vanadium, and rare earths all under one roof, creating a flexible platform for the next decade of materials demand.

Here’s what’s fueling the story right now:

• ⚡ Uranium price momentum: A renewed global focus on nuclear energy is pushing uranium prices higher.
• 🇺🇸 Domestic rare earth strategy: The U.S. government is actively supporting local supply chains for critical minerals.
• 🔩 Diversified output: Energy Fuels can pivot between uranium and rare earths depending on which market offers the best margins.

That combination of flexibility, timing, and technology makes UUUU one of the few Moonshot Materials stocks bridging the gap between clean energy and high-tech manufacturing.

Three catalysts to watch:

• Expansion and upgrades at the White Mesa Mill.
• New rare earth offtake or processing agreements.
• Government contracts tied to uranium supply for new nuclear reactors.

With strong policy tailwinds and growing investor attention, UUUU could remain one of the most strategic material stocks in the U.S. for years to come. https://www.youtube.com/watch?v=9nr72puBcNs

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