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Energy Fuels’ (UUUU) Rare Earth Oxide Qualifies for Automotive Magnet Production

The share price of Energy Fuels Inc. (NYSEAMERICAN:UUUU) surged by 3.43% between December 12 and December 19, 2025, 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) shot up on December 19 when the company announced that its high-purity dysprosium oxide had passed all initial quality benchmarks of a South Korean automotive manufacturer for use in rare earth permanent magnet (REPM) production. Dy oxide is a key additive in REPMs, which help power electric vehicles, advanced robotics, and several crucial defense systems.

Mark S. Chalmers, CEO of Energy Fuels Inc. (NYSEAMERICAN:UUUU), stated:

“Production of dysprosium oxide that meets stringent magnet specifications is yet another key milestone in the Company’s critical materials strategy, demonstrating Energy Fuels’ unique and rapidly expanding capabilities in the rare earth sector, and in particular our ability to produce high-purity separated ‘heavy’ rare earth oxides from monazite at our White Mesa Mill in Utah. This achievement is even more notable by the fact our dysprosium oxide was validated by a well-known third-party end-user. I commend our creative and hardworking team at the Mill for this impressive accomplishment.”

Also on December 19, Texas Capital initiated coverage of Energy Fuels Inc. (NYSEAMERICAN:UUUU) with a ‘Buy’ rating and a price target of $20, indicating an upside potential of almost 33% from the current share price. The analyst firm acknowledged Energy Fuels’  White Mesa Mill’s status as the only conventional uranium mill operating in the US. Based in Utah, the facility has a licensed production capacity of 8 million pounds annually.

While we acknowledge the potential of UUUU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than UUUU and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: Retirement Stock Portfolio: 11 Energy Stocks to Buy and 11 Best Utility Stocks to Invest in According to Hedge Funds.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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