Energy Fuels stock jumped 18% on Oct. 13, 2025, amid U.S. plans for a $1 billion critical minerals stockpile due to China export fears.

Energy Fuels (UUUU) stock rose 18% by midday on October 13, 2025, as fears grew over China’s potential export restrictions on rare earth materials, prompting U.S. officials to plan a $1 billion critical minerals stockpile. JPMorgan Chase pledged $10 billion in future investments for defense, AI, and energy tech, boosting confidence in domestic suppliers. Energy Fuels, a major U.S. rare-earth and uranium producer, raised $700 million in convertible debt to extend its path to profitability amid ongoing cash burn, benefiting from heightened strategic interest in securing critical mineral supply chains.