Goldman Coverage of White Mesa’s Dual Role Could Be A Game Changer For Energy Fuels (TSX:EFR)
Earlier this week, Goldman Sachs analyst Brian K. Lee initiated coverage of Energy Fuels, highlighting the company's White Mesa Mill as the only U.S. facility capable of processing both uranium and rare earth elements and pointing to recent outperformance versus its 2025 production and sales guidance. The report also underscored upcoming heavy mineral sands projects and Energy Fuels' potential role in supplying a meaningful share of U.S. rare earth demand by 2030, reinforcing the company's...
Earlier this week, Goldman Sachs analyst Brian K. Lee initiated coverage of Energy Fuels, highlighting the company's White Mesa Mill as the only U.S. facility capable of processing both uranium and rare earth elements and pointing to recent outperformance versus its 2025 production and sales guidance. The report also underscored upcoming heavy mineral sands projects and Energy Fuels' potential role in supplying a meaningful share of U.S. rare earth demand by 2030, reinforcing the company's...