Energy Fuels (UUUU) Exceeds Uranium Production and Sales Guidance for 2025

The share price of Energy Fuels Inc. (NYSEAMERICAN:UUUU) surged by 29.06% between December 30, 2025, and January 6, 2026, putting it among the Energy Stocks that Gained the Most This Week.

Energy Fuels Inc. (NYSEAMERICAN:UUUU) is a leading US-based critical minerals company, focused on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes.

Energy Fuels Inc. (NYSEAMERICAN:UUUU) announced on December 29 that it had surpassed its previously disclosed guidance for finished uranium production, mined uranium ore production, and uranium concentrate sales for FY2025. The company’s Pinyon Plain Mine in Arizona and La Sal Complex in Utah produced over 1.6 million pounds of nuclear fuel in 2025, around 11% more than the top end of its previously reported guidance.

Meanwhile, Energy Fuels’ White Mesa Mill in Utah reported an output of over 1 million pounds of finished U3O8 last year, also exceeding guidance. Moreover, the company expects to shift to commercial-scale production of dysprosium and terbium, marking the first commercial production of highly sought-after heavy rare earths in America in many years.

Additionally, Energy Fuels Inc. (NYSEAMERICAN:UUUU) revealed that it expects to sell a total of 360,000 pounds of U3O8 in the fourth quarter of 2025, representing a sequential increase of 50%. The company also announced two new long-term uranium sales contracts with US nuclear-power generating companies, adding to its delivery commitments for 2027 to 2032. It is projecting deliveries of 780,000-880,000 pounds of U3O8 under its long-term contracts in 2026, with additional potential sales in spot and term markets.

Energy Fuels Inc. (NYSEAMERICAN:UUUU) was also among the uranium stocks that rose on January 5 when the U.S. Energy Department announced orders totaling $2.7 billion to three American nuclear fuel makers, aimed at boosting domestic production and enrichment of nuclear fuel. The strategic move comes as the Trump administration throws its weight behind efforts to expand the US nuclear industry.

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