Energy Fuels Inc. Sees 23% Surge Amid China Export Curbs

DENVER, Colorado — Energy Fuels Inc. (NYSEAMERICAN:UUUU) experienced a remarkable 23.12% increase in its share price from October 3 to October 10, 2025. This surge coincided with China’s announcement of new restrictions on the export of rare earth elements and critical materials, which are vital for modern technology.

Energy Fuels, based in the U.S., focuses on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes. The company’s stock soared to an all-time high this week as it is poised to supply 10 of the 50 critical minerals needed worldwide. Analysts consider the company well-positioned to benefit from these changes in the global market.

Investors view this strategic maneuver from China as an opportunity for U.S. suppliers like Energy Fuels to expand their market reach. The ongoing nuclear boom, alongside efforts by the Trump administration to reduce reliance on Russian uranium imports, provide further advantages for the company.

While Energy Fuels is gaining attention as an investment option, some analysts caution that other AI-related stocks may offer higher returns with less risk. Nonetheless, the current momentum surrounding energy supply and critical minerals could place Energy Fuels in a favorable position within the industry.

As the global demand for rare earth materials and uranium continues to grow, Energy Fuels remains a contender for investors looking at companies that support technological advancements in a sustainable manner.