Episode 20: Energy Fuels (UUUU)—The Billion-Dollar Bet to Break China's Grip
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Episode 20: Energy Fuels (UUUU)—The Billion-Dollar Bet to Break China's Grip
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Imagine EV assembly lines grinding to a halt—not from a recession, but because one country turned off the tap on the minerals that make them run. In this episode of The Investor's Code, we decode the high-stakes race for energy independence through the lens of Energy Fuels (UUUU).
We explore how a Utah uranium miner raised a massive "war chest" to challenge China's dominance in critical minerals, aiming to build the West's first "mine-to-magnet" supply chain for the heavy rare earths that power modern defense and technology. Is this the ultimate geopolitical trade, or a valuation trap?
Key Takeaways:
The Chokehold: China processes ~90% of the world's rare earth elements, leaving Western tech and defense sectors dangerously exposed to potential export bans.
The "Turbocharger" Strategy: While competitors focus on common "light" rare earths, Energy Fuels is targeting the scarce "heavy" elements (Dysprosium and Terbium) essential for high-heat magnets.
The Reality Check: Despite nearly $1 billion in liquidity, UUUU trades at ~50x sales with negative margins, making it a volatile bet on execution and US industrial policy.