Energy Fuels Plans 6,000 tpa Rare Earth Production to Restore US Supply Chain
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
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Should l Buy EFR?
Source: PRnewswire
- Expansion Plan: Energy Fuels is set to expand its rare earth processing capacity at the White Mesa Mill in Utah, targeting an annual production of 6,000 tons of NdPr, 240 tons of Dysprosium, and 66 tons of Terbium, which is expected to meet 45% of U.S. rare earth demand and significantly enhance domestic supply chain stability.
- Cost Advantage: The latest Bankable Feasibility Study estimates a capital cost of $410 million for the Phase 2 Circuit, with a production cost of $29.39 per kg, showcasing the company's competitive edge in global rare earth production, particularly in capital and operating costs.
- Profit Potential: The project is projected to generate approximately $765 million in EBITDA annually over the first 15 years, combined with a net present value of $3.7 billion, indicating Energy Fuels' profitability and long-term investment appeal in the rare earth market.
- Market Impact: The expansion by Energy Fuels will not only drive the restoration of the U.S. rare earth supply chain but also enhance its competitive position in the global market, particularly in the production of heavy rare earth elements, with a forecast to meet 100% of demand by 2030.
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About EFR
Eaton Vance Senior Floating-Rate Trust (the Trust) is a diversified, closed-end management investment company. The Trust’s primary investment objective is to provide a high level of current income. The Trust may, as a secondary objective, also seek the preservation of capital to the extent consistent with its primary objective. The Trust holds investments in a range of sectors, such as software, health care providers and services, machinery, chemicals, commercial services and supplies, information technology (IT) services, capital markets, hotels, restaurants and leisure, specialty retail and professional services. The Trust invests in floating-rate loans, asset-backed securities, corporate bonds and others. It has investments in the United States, Europe (excluding the United Kingdom), Northern America (excluding the United States), the United Kingdom and Asia/Pacific (excluding Japan). The Trust’s investment adviser is Eaton Vance Management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- International Cooperation: During the 2026 Critical Minerals Ministerial, Secretary of State Rubio confirmed over $30 billion in U.S. government support for secure supply chains, reflecting America's strategic positioning in the global mineral resource competition.
- Market Dynamics: The IEA projects a 30% copper shortfall by 2035, while rare earth supplies outside China meet less than 40% of projected demand, creating upward pressure on commodity prices, particularly as uranium approaches $92 per pound amid rising reactor demand.
- Corporate Positioning: EagleOne Metals recently acquired the Poison Springs uranium/rare earth project in Utah for $50,000, showcasing its diversified exposure in critical minerals, which is expected to enhance its market value and competitive edge.
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- Municipal Bond Fund Distributions: The Eaton Vance California Municipal Income Trust (CEV) declared a distribution of $0.0500 per share with a market price of $10.63, resulting in a distribution rate of 5.64%, indicating the fund's ability to sustain relatively stable returns in the current market environment.
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See More
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