Energy Fuels partners with POSCO and Chemours to create rare earth supply chains, UUUU stock rises.

From Nasdaq: 2025-03-19 12:06:00

Energy Fuels (UUUU) stock rose 3% after announcing partnerships with POSCO (PKX) and Chemours (CC) to establish rare earth element (REE) supply chains. The collaboration aims to reduce dependence on Chinese suppliers and boost domestic production of REEs, titanium, and zirconium essential for electric vehicles and advanced technologies.

Energy Fuels and POSCO’s partnership intends to create a competitive REE supply chain independent of China, with initial samples meeting specifications for use in electric vehicle drivetrains. The companies plan to ramp up production to potentially power over 30,000 EVs later this year, contributing to the global demand for REE materials.

In a separate announcement, Energy Fuels and Chemours are expanding their existing partnership to enhance U.S. domestic REE and critical mineral supply chains, reducing reliance on Chinese imports. Both companies are expected to capitalize on the growing demand for these materials essential in energy, defense, and advanced manufacturing sectors.

Despite recent gains, UUUU stock has underperformed the industry, declining 32.3% in the past year. Technical indicators show UUUU shares trading below the 50-day and 200-day moving averages, raising concerns about the stock’s performance compared to industry peers.

Uranium prices at $64.3 per pound, down 27% in a year, may impact Energy Fuels’ stock due to ample supply and uncertain demand. Microsoft’s cancellation of data center leases has fueled concerns about future uranium demand, potentially affecting UUUU’s performance in the market.

Energy Fuels’ long-term growth story remains intact, driven by increasing demand for uranium and REEs in clean energy technologies. With a debt-free balance sheet and strategic acquisitions, Energy Fuels aims to become a major producer of rare earth elements, titanium, and zirconium, enhancing its position in the global market.

Considering UUUU’s premium valuation, declining uranium prices, downward earnings revisions, and projected loss for the current year, selling the stock may be advisable. With a Zacks Rank #4 (Sell), investors should monitor the stock’s performance closely for potential opportunities or risks in the market.



Read more at Nasdaq: UUUU Stock Rises on POSCO & Chemours Deals: How Should You Play It?