Price, fundamentals, portfolio context, and research memory.
Data through2026-08-28
Observed price path$14.67
Activity-12.0%
Portfolio contextTracked position
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
114 trade records · 13 option records · 2025-10-27 → 2026-08-24 moatStrong
Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has flagged this asset…
physical / assetsStrongest
White Mesa Mill (unique dual uranium/REE processing), multiple permitted uranium mines across the Colorado Plateau, mineral rights, and physical uranium/vanadium/REE inventories. These are extraordinarily difficult to replicate due to environmental…
sw / hwSW 2 : HW 98
Growth. White Mesa Mill dual uranium/REE processing ramp captures both nuclear renaissance fuel demand and DoD rare earth supply chain diversification from China. Primary assets. White Mesa Mill (only U.S. uranium mill + REE separation), Pinyon Plai…
Research memory48 coverage entries
Append-only ticker entries from the internal coverage database.
SW 2 : HW 98
Growth. White Mesa Mill dual uranium/REE processing ramp captures both nuclear renaissance fuel demand and DoD rare earth supply chain diversification from China. Primary assets. White Mesa Mill (only U.S. uranium mill + REE sepa…
Strongest
White Mesa Mill (unique dual uranium/REE processing), multiple permitted uranium mines across the Colorado Plateau, mineral rights, and physical uranium/vanadium/REE inventories. These are extraordinarily difficult to replicate d…
Strong
Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has…
Research archiveMoat and asset notes
Full portfolio moat / asset analysis
Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has flagged this asset specifically as carrying "strategic optionality."
Full portfolio moat / asset analysis
Largest U.S. uranium producer: Pinyon Plain mine and La Sal Complex produced 1.6M+ lbs of U3O8 in 2025, exceeding guidance by 11%. Production costs at Pinyon Plain run $23-30/lb — among the lowest in the Western world. Plans for commercial-scale heavy rare earth (dysprosium, terbium) production by Q4 2026.
Coverage feedLatest entries
manual · sw-hw
Growth. White Mesa Mill dual uranium/REE processing ramp captures both nuclear renaissance fuel demand and DoD rare earth supply chain diversification from China. Primary assets. White Mesa Mill (only U.S. uranium mill + REE sepa…
manual · physical-assets
White Mesa Mill (unique dual uranium/REE processing), multiple permitted uranium mines across the Colorado Plateau, mineral rights, and physical uranium/vanadium/REE inventories. These are extraordinarily difficult to replicate d…
manual · moat
Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has…
Trade feedRecent records
Date
Action
Type
Relative size
2026-08-24
EXPIRED
CALL option
0%
2026-08-24
EXPIRED
CALL option
0%
2026-08-14
SELL
CALL option
+0%
2026-08-13
SELL
CALL option
+1%
2026-07-24
BUY
Equity
+2%
2026-07-24
BUY
Equity
+1%
2026-07-23
BUY
Equity
+0%
2026-07-23
BUY
Equity
+1%
2026-07-20
EXPIRED
CALL option
0%
2026-07-17
BUY
Equity
+9%
2026-07-16
BUY
Equity
+5%
2026-07-15
BUY
Equity
+15%
2026-07-10
BUY
Equity
+60%
2026-07-09
BUY
Equity
+5%
2026-07-08
BUY
Equity
+3%
2026-07-06
BUY
Equity
+6%
2026-07-02
BUY
Equity
+17%
2026-07-02
BUY
Equity
+11%
2026-07-01
BUY
Equity
+6%
2026-06-16
BUY
Equity
+100%
2026-05-28
BUY
CALL option
+12%
2026-05-28
BUY
Equity
+7%
2026-05-28
BUY
Equity
+4%
2026-05-28
BUY
Equity
+7%
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