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Natural Resource Stocks (host Steve Yang) · a company-interview channel: management of uranium, rare-earth, energy and mining names walk through their assets, strategy and catalysts — a show-source (the "pundit" is the interviewed management team, named per row) — running synthesis of the interviews, with per-item breakdowns and a stock index.
Sections: stock index · overall thesis · interviews. Last updated 2026-JUL-27.

Stock & name index

▲ Positive

TickerNameCurrent thesisResearchSeen inTotal $k
UUUUEnergy Fuels (NYSE American: UUUU / TSX: EFR)Management's own case (Curtis Moore, 2026-JUL-27): largest US uranium producer (~1 Mlb 2025 → ~2 Mlb 2026) using the licence moat of the only conventional US uranium mill to become a mine-to-magnet rare-earth company — Pinyon Plain at $20-23/lb but depleted ~2030, $60-80/lb elsewhere, and the thesis riding on heavy Tb/Dy oxide plus two unclosed acquisitions.QT · SA · STK · FA2026-JUL-272.2

► Neutral / referenced

TickerNameCurrent thesisResearchSeen inTotal $k
ASM.AXAustralian Strategic Materials (ASX: ASM)ASX-listed owner of the South Korean rare-earth metallization & alloying plant being sold to Energy Fuels (close ~end-Aug 2026) — one of only two such facilities outside Chinese control; referenced as the seller of a genuine supply-chain bottleneck, no stance taken.QT · SA · STK2026-JUL-27
CCChemoursCurrent monazite feedstock supplier to Energy Fuels via off-take from its Florida and Georgia titanium mines — "not a lot, but it's gotten us off the ground," which is why the Donald FID is the stated catalyst. Referenced, no stance.QT · SA · STK · FA2026-JUL-27
ILU.AXIluka Resources (ASX: ILU)ASX-listed heavy-mineral-sand producer cited in the same peer set — titanium and zircon mining whose monazite tailings are the contested rare-earth feedstock China bought up for two decades. Referenced only, no stance.QT · SA · STK2026-JUL-27
RIORio TintoNamed alongside Tronox and Iluka as a heavy-mineral-sand producer whose titanium/zircon operations throw off monazite; a potential US-facing feedstock supplier in Energy Fuels' original plan. Passing reference, no view.QT · SA · STK · FA2026-JUL-270.5
TROXTronox HoldingsHeavy-mineral-sand / titanium producer named as a source of the monazite byproduct Energy Fuels wants; historically that material flowed to China as titanium-mining waste. Context for the feedstock chain, not a rated view.QT · SA · STK · FA2026-JUL-27
Vacuumschmelze (VAC)Vacuumschmelze GmbH — German rare-earth magnet maker (Energy Fuels acquisition target)Private German rare-earth magnet maker — one of only four outside China (the other three Japanese and captive) — with a $600M operating plant in South Carolina; the pending Energy Fuels acquisition (close expected early 2027) that carries the whole mine-to-magnet claim.2026-JUL-27

▼ Negative

TickerNameCurrent thesisResearchSeen inTotal $k

Overall thesis

In one line: A management-interview channel, not a pundit — Steve Yang puts uranium, rare-earth and mining executives in front of a microphone and lets them describe their own assets, costs and timelines. The stances recorded here are therefore the company's case for itself; the archive's value is the operating detail and the falsifiable milestones management commits to on tape, read against the promotional framing they arrive in.

Interviews

One dated page per interview — each has its stock table, talking points, and the saved transcript. Newest first.

DateTitle / analysis pageGuest (company)LinkTranscriptActionable insights
2026-JUL-27 Energy Fuels' Plan to Dominate the U.S. Rare Earth Magnet Supply Chain Curtis Moore (Energy Fuels) ▶ YouTube transcript actionable insights

To process — backlog

Natural Resource Stocks interviews not yet processed — newest first. None queued yet.


For personal study — not investment advice. Source material © Natural Resource Stocks.