New impetus from the White House, pressure for energy self-sufficiency and efforts to limit Chinese influence on strategic raw materials. All of this has unleashed a dramatic stock market run: shares in one US uranium and precious metals miner have soared by more than 100% since the start of the year. Investors are now speculating whether this is the start of a long era of a US nuclear renaissance - or an overinflated bubble that could burst just as quickly.

Top points of analysis

• +114% since the start of 2025 - Shares of the US uranium and rare earths miner have seen triple-digit growth, making it one of the biggest winners of this year's energy boom.
• Support from the US president - The Donald Trump-led administration is accelerating deregulation and opening new uranium mines in Utah, boosting domestic mining and energy self-sufficiency.
• Record uranium and rare metals production - Q2 2025 saw a jump in both production and production of 99.9% pure disprosium oxide, positioning the company…