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StocksMedium•25 March 2026•

1 min read

Energy Fuels Achieves First U.S. Production of High-Purity Terbium Oxide

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Key Facts

1Energy Fuels Inc (UUUU) achieved the first U.S. production of 99.9%-pure terbium oxide at its White Mesa mill in Utah.

Energy Fuels Inc (UUUU) announced a significant operational milestone with the first U.S. production of 99.9%-pure terbium oxide at its White Mesa mill in Utah. This breakthrough marks a critical step in establishing a domestic supply chain for rare earth elements, which are essential for high-tech and green energy applications. Following the announcement, the company's stock surged by 8.4% to reach $19.57 as investors reacted positively to the technical achievement. The successful separation of terbium oxide demonstrates the company's expanding technical capabilities in processing critical minerals beyond its traditional scope. This development is strategically aimed at reducing Western reliance on foreign supply chains, particularly those dominated by China. Analysts view this as a major win that reinforces the strategic value of domestic mineral producers in the current geopolitical climate.