Curated News
By: NewsRamp Editorial Staff
September 09, 2025
Energy Fuels Establishes US Mine-to-Magnet Rare Earth Supply Chain for EVs
TLDR
- Energy Fuels gains a competitive edge by establishing a U.S.-based rare earth supply chain, reducing dependence on China for EV magnet production.
- Energy Fuels produces high-purity NdPr oxide at White Mesa Mill, processed into magnets that meet QA/QC for EV drive units by a South Korean partner.
- This development supports a sustainable future by enabling cleaner electric vehicles through a secure, domestic supply of critical rare earth materials.
- Energy Fuels achieved a milestone with its rare earth oxide used in commercial magnets for EVs, expanding U.S. capabilities in the green energy sector.
Impact - Why it Matters
This development matters because it represents a critical step toward reducing Western dependence on Chinese rare earth elements, which are essential for electric vehicles, wind turbines, and defense technologies. China currently dominates over 80% of global rare earth production, creating significant supply chain vulnerabilities. By establishing a domestic mine-to-magnet supply chain, Energy Fuels helps secure materials vital for the clean energy transition while supporting national security interests. For consumers, this means more stable pricing and supply for electric vehicles and renewable energy technologies, while investors gain exposure to a company positioned at the forefront of critical mineral independence. The timing is particularly crucial as global EV adoption accelerates and nations seek to diversify supply chains away from geopolitical risks.
Summary
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR), a leading U.S. producer of uranium and critical minerals, has achieved a significant breakthrough in the rare earth supply chain. The company announced that high-purity neodymium-praseodymium (NdPr) oxide produced at its White Mesa Mill in Utah has been successfully manufactured into commercial-scale rare earth permanent magnets by South Korea's largest drive unit motor core producer. These magnets have passed all quality assurance and quality control benchmarks for use in electric vehicle drive units sold to major automakers worldwide, marking a crucial validation of Energy Fuels' production capabilities.
This milestone establishes the first U.S.-based "mine-to-magnet" supply chain independent of Chinese dominance, with Energy Fuels' NdPr oxide specifically validated for high-temperature drive units expected in electric vehicles and hybrids within months. CEO Mark Chalmers emphasized that this achievement demonstrates the company's ability to deliver commercial-grade rare earth materials, with plans to expand heavy rare earth oxide capacity at White Mesa Mill by 2026. The success represents a major step forward in securing domestic supply chains for critical minerals essential to the green energy transition and electric vehicle manufacturing.
The development is particularly significant given the strategic importance of rare earth elements in modern technology and the current geopolitical landscape where China controls approximately 80% of global rare earth production. Energy Fuels' breakthrough with GreenEnergyStocks coverage highlights how specialized communications platforms can effectively showcase companies shaping the future of the green economy through innovative mineral processing and supply chain development.
Source Statement
This curated news summary relied on content disributed by InvestorBrandNetwork (IBN). Read the original source here, Energy Fuels Establishes US Mine-to-Magnet Rare Earth Supply Chain for EVs
