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Energy Fuels Gains 8% on U.S. Magnet-Grade Dysprosium Breakthrough
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Key Takeaways
Energy Fuels stock jumped 8% in a week, riding on the breakthrough in dysprosium.
UUUU produced 99.9% pure dysprosium oxide at White Mesa and passed QC by a major magnet maker.
Energy Fuels plans to scale terbium and samarium output by 2026, strengthening rare earth supply chains.
Energy Fuels Inc. (UUUU - Free Report) have jumped 8% over the past week, since it announced that the 99.9% purity dysprosium oxide produced at its White Mesa Mill has passed the stringent QC (Quality Check) requirements of a major South Korean permanent magnet manufacturer.
This marks a major technological and strategic breakthrough as its successful production and third-party qualification of magnet-grade, high-purity dysprosium oxide in the United States is a capability that remains extremely rare outside China.
This development confirms that its material is not just chemically pure but also functionally suitable for high-performance rare earth permanent magnet applications. This validation is critical as dysprosium is an essential additive in neodymium-iron-boron magnets used in electric vehicles (EVs), advanced automotive systems, robotics, aerospace and a wide range of defense technologies, and very few producers globally can meet magnet-maker specifications at scale.
The development also carries substantial strategic importance for global supply chain resilience. Dysprosium, along with terbium and samarium, falls within the “heavy” rare earth category and faces severe supply constraints following China’s April 2025 export restrictions.
This follows the earlier qualification of its NdPr oxide (another key ingredient in REPMs) for use in NdFeB magnet applications. These achievements position it among the very few U.S. companies capable of supplying both “light” (NdPr) and “heavy” rare earth oxides that are qualified for permanent magnet applications, representing a meaningful step toward rebuilding a secure domestic and allied rare earth ecosystem.
The company’s plans to scale terbium and samarium oxide production by late 2026 reinforce that this achievement reflects a long-term strategy, not a one-off success, and underscore Energy Fuels’ growing role as an important supplier supporting EV, clean energy and national defense supply chains amid rising geopolitical risk.
Shares of UUUU have surged 172.1% over the past six months, outperforming the industry’s 36.8% rise.
The Zacks Consensus Estimate for SCCO’s current fiscal-year earnings is pegged at $5.27 per share, indicating a 22% year-over-year increase. Shares of SCCO have jumped 151.5% over the past week.
The Zacks Consensus Estimate for AG’s current fiscal-year earnings stands at 25 cents per share, implying a 279% year-over-year increase. Shares of AG have gained 108.6% over the past week.
The Zacks Consensus Estimate for CSW’s current fiscal-year earnings is pegged at $10.36 per share, indicating a 23.2% year-over-year increase. Shares of CSW have soared 159.4% over the past week.
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Energy Fuels Gains 8% on U.S. Magnet-Grade Dysprosium Breakthrough
Key Takeaways
Energy Fuels Inc. (UUUU - Free Report) have jumped 8% over the past week, since it announced that the 99.9% purity dysprosium oxide produced at its White Mesa Mill has passed the stringent QC (Quality Check) requirements of a major South Korean permanent magnet manufacturer.
This marks a major technological and strategic breakthrough as its successful production and third-party qualification of magnet-grade, high-purity dysprosium oxide in the United States is a capability that remains extremely rare outside China.
This development confirms that its material is not just chemically pure but also functionally suitable for high-performance rare earth permanent magnet applications. This validation is critical as dysprosium is an essential additive in neodymium-iron-boron magnets used in electric vehicles (EVs), advanced automotive systems, robotics, aerospace and a wide range of defense technologies, and very few producers globally can meet magnet-maker specifications at scale.
The development also carries substantial strategic importance for global supply chain resilience. Dysprosium, along with terbium and samarium, falls within the “heavy” rare earth category and faces severe supply constraints following China’s April 2025 export restrictions.
This follows the earlier qualification of its NdPr oxide (another key ingredient in REPMs) for use in NdFeB magnet applications. These achievements position it among the very few U.S. companies capable of supplying both “light” (NdPr) and “heavy” rare earth oxides that are qualified for permanent magnet applications, representing a meaningful step toward rebuilding a secure domestic and allied rare earth ecosystem.
The company’s plans to scale terbium and samarium oxide production by late 2026 reinforce that this achievement reflects a long-term strategy, not a one-off success, and underscore Energy Fuels’ growing role as an important supplier supporting EV, clean energy and national defense supply chains amid rising geopolitical risk.
Shares of UUUU have surged 172.1% over the past six months, outperforming the industry’s 36.8% rise.
UUUU Zacks Rank & Key Picks
UUUU currently carries a Zacks Rank of #4 (Sell).
Some better-ranked stocks in the Basic Materials space are Southern Copper Corporation (SCCO - Free Report) , First Majestic Silver Corp. (AG - Free Report) and CSW Industrials (CSW - Free Report) . SCCO sports a Zacks Rank of #1 (Strong Buy), while AG and CSW carry a Zacks Rank of #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for SCCO’s current fiscal-year earnings is pegged at $5.27 per share, indicating a 22% year-over-year increase. Shares of SCCO have jumped 151.5% over the past week.
The Zacks Consensus Estimate for AG’s current fiscal-year earnings stands at 25 cents per share, implying a 279% year-over-year increase. Shares of AG have gained 108.6% over the past week.
The Zacks Consensus Estimate for CSW’s current fiscal-year earnings is pegged at $10.36 per share, indicating a 23.2% year-over-year increase. Shares of CSW have soared 159.4% over the past week.