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Energy Fuels Hits New High as China Tightens Rare-Earth Export Rules

Beijing's tighter export licensing for rare earths has shifted demand toward U.S.-based producers.

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Overview

  • China’s Ministry of Commerce now requires export licenses when rare-earth content is at least 0.1 of a product’s value and for shipments involving extraction, refining, or magnet‑recycling technology.
  • Energy Fuels extended a multi‑day rally to a fresh high, touching $20.51 intraday and closing up 9.44% at $19.70 on Thursday.
  • B. Riley raised its price target on Energy Fuels to $22 from $11 and reiterated a buy rating, adding to investor interest.
  • Optimism spread to other U.S. names linked to rare earths and uranium, including MP Materials, USA Rare Earth, Ramaco Resources, and Lithium Americas, with recent U.S. government support cited in coverage.
  • Energy Fuels is building rare‑earth separation capacity targeting 4,000–6,000 metric tons of neodymium‑praseodymium annually, though the company has not delivered consistent profitability.