[ORGANIZATION]
Energy Fuels
Featured in 6 tracked stories · first seen
Situations
Rare earth supply dominance and diversification efforts
20 clusters · 57 sources · last updated
Latest: China rare earth suppliers halt shipments to US ahead of Xi-Trump summit
China continues to dominate rare-earth extraction and refining, supplying roughly 90% of global capacity. This concentration creates a strategic chokepoint for industries including humanoid robotics, electric vehicles, a
Uranium market tightening and global demand surge
27 clusters · 63 sources · last updated
Latest: Uranium market grows amid rising AI and data center energy demands
The uranium market continues to face tightening supply conditions as global demand for low-carbon electricity rises. By 2026, the global nuclear technology market is estimated to reach nearly $139 billion. This growth is
Nuclear energy sector market activity
3 clusters · 4 sources · last updated
Latest: Nuclear and hydrogen energy stocks see increased market interest
The nuclear energy sector remains characterized by a distinction between fuel providers and reactor technology developers. Major fuel suppliers include Cameco, which recently reported quarterly revenue of $573.06 million
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German Magnet Maker Vacuumschmelze Sold to US Energy Fuels for $1.9 Billion
[BUSINESS] · 2 sources ·