US bank eyes $750M for Aclara rare earth plant
The Export-Import Bank of the U.S. might provide up to $750 million towards Aclara Resources’ (TSX: ARA) Project Dynamo rare earths processing plant in Louisiana in another push from Washington…
Energy Fuels
Pentagon rare earth push collides with China’s grip
The Pentagon could require enough specialized rare earth magnets by 2030 to absorb nearly half of today’s entire non-Chinese production, highlighting the scale of the challenge facing Washington as it…
SW US CEO chat: Energy Fuels pivots to rare earths
Energy Fuels (TSX: EFR; NYSE-A: UUUU) is increasingly pinning its future on rare earths rather than uranium, with the Colorado‑based miner now expecting most of its earnings to come from…
Billions in US-funded rare earths are Asia-bound: report
United States-backed rare earths producers are selling much of their output to Japan and South Korea because American magnet manufacturing has yet to catch up with Washington’s drive to build…
US uranium revival gains traction as output triples
Most measures of U.S. uranium activity reached their highest levels in almost a decade last year, pointing to a broader industry recovery. Production more than tripled last year to 2.1…
Energy Fuels lands $725M Pentagon loan for rare earths
Energy Fuels (NYSE: UUUU; TSX: EFR) shares jumped on Thursday after the U.S. Department of Defense announced a conditional loan commitment of up to $725 million to expand the company’s…
Energy Fuels to hit 2026 uranium target by midyear
Energy Fuels (NYSE: UUUU; TSX: EFR) expects to meet its 2026 uranium production guidance by mid-year as ore processing at Utah’s White Mesa Mill pauses to rebuild stockpiles. Shares soared….
Energy Fuels notches first terbium rare earths output
Energy Fuels (NYSE: UUUU; TSX: EFR) has produced its first kilogram of terbium oxide from the White Mesa mill in Utah, marking another step in its domestic heavy rare earths…
Aclara nears new rare earth supply chain outside China
Aclara Resources (TSX: ARA) has inaugurated its rare earths separation pilot plant in Virginia, marking the start of one of the few integrated supply chains for the metals outside of…
Generals join critical-mineral boardroom arms race
Critical-mineral juniors are snapping up retired U.S. military leaders to help win Washington funding, echoing a playbook uranium producers pioneered years ago when they recast domestic nuclear fuel as a…
West speeds up pursuit of China in supply chain race
Lynas Rare Earths (ASX: LYC), Energy Fuels (TSX: EFR; NYSE: UUUU) and MP Materials (NYSE: MP) are among Western companies chipping away at China’s enormous lead in rare earths. Leading the charge is the Lynas Mt Weld mine in Western Australia and its…
Energy Fuels buys ASM in $300M rare earths deal
Energy Fuels (NYSE: UUUU; TSX: EFR) is to acquire rare earth metals producer Australian Strategic Materials (ASX: ASM) in a share deal valued at US$299 million. Energy Fuels shares rose. …