Ur-Energy vs Clean Energy Fuels

Ur-Energy and Clean Energy Fuels Corp are compared here to illuminate differences and similarities in their business models, financial performance, and market context. This page presents a neutral overview intended to help readers understand how each company operates, earns revenue, and positions itself within the energy sector. Educational content, not financial advice.

Ur-Energy and Clean Energy Fuels Corp are compared here to illuminate differences and similarities in their business models, financial performance, and market context. This page presents a neutral ove...

About The Companies

Ur-Energy (URG)

UR‑ENERGY Inc (URG) is a US-focused uranium company that develops and produces uranium primarily via in‑situ recovery (ISR). Its principal asset is the Lost Creek project in Wyoming, alongside exploration and development holdings. The company benefits from exposure to rising uranium prices and long-term demand for nuclear fuel, driven by power generation and decarbonisation trends. With a market capitalisation of about $568.36M, UR‑ENERGY is smaller and more cyclical than major miners, so its share price tends to track uranium spot and contract prices, production ramp-up news, and permitting progress. Investors should note project execution, permitting, regulatory changes, and financing needs can materially affect returns. Liquidity and analyst coverage may be limited relative to larger peers. This summary is educational and not investment advice; all investments carry risk and past performance does not predict future results. Consider seeking personalised guidance before acting.

Clean Energy Fuels (CLNE)

Clean Energy Fuels Corp (CLNE) supplies natural gas, liquefied natural gas (LNG) and renewable biomethane as vehicle fuels via a network of public and private fueling stations across North America. The company earns revenue from fuel sales, long‑term supply agreements and station services, targeting commercial fleets such as refuse, transit and trucking. With a market capitalisation around $611.82M, CLNE operates in a capital‑intensive market where growth depends on fleet adoption, fuel price competitiveness and supportive regulation for low‑carbon fuels. Opportunities include increasing demand for lower‑emission alternatives and incentives for renewable natural gas, while risks include competition from electrification, commodity price swings and execution on station roll‑outs. This summary is general educational information, not personal financial advice; investments can fall in value and suitability depends on your circumstances and risk tolerance.

Comparison Snapshot

Key Financial Metrics

URG

Metric

CLNE

$483.06M

Market Cap

$495.62M

61.24%

Potential Profit

140.66%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Rare Earth Stocks: Supply Chain Risks & Opportunities

China's new export restrictions on rare earth elements are set to disrupt global supply chains for key industries like defense and technology. This creates a strategic investment opportunity in companies involved in rare earth mining and processing outside of China as the world seeks to secure alternative sources.

Published: October 10, 2025

Explore Basket

Advanced Nuclear Stocks Navigate Funding Challenges

Rolls-Royce is exploring financing options for its small modular reactor (SMR) unit, signaling growing market interest in advanced nuclear power. This move highlights a broader investment opportunity in the nuclear energy sector, including companies involved in SMR technology and the nuclear fuel cycle.

Published: September 1, 2025

Explore Basket

Big Tech's Nuclear Bet: Powering The AI Revolution

Google's partnership to build a small modular nuclear reactor highlights a pivotal shift in powering AI infrastructure. This theme focuses on the companies enabling the next generation of nuclear energy to meet Big Tech's surging electricity demands.

Published: August 19, 2025

Explore Basket

Which Baskets Do They Appear In?

Rare Earth Stocks: Supply Chain Risks & Opportunities

China's new export restrictions on rare earth elements are set to disrupt global supply chains for key industries like defense and technology. This creates a strategic investment opportunity in companies involved in rare earth mining and processing outside of China as the world seeks to secure alternative sources.

Published: October 10, 2025

Explore Basket

Advanced Nuclear Stocks Navigate Funding Challenges

Rolls-Royce is exploring financing options for its small modular reactor (SMR) unit, signaling growing market interest in advanced nuclear power. This move highlights a broader investment opportunity in the nuclear energy sector, including companies involved in SMR technology and the nuclear fuel cycle.

Published: September 1, 2025

Explore Basket

Big Tech's Nuclear Bet: Powering The AI Revolution

Google's partnership to build a small modular nuclear reactor highlights a pivotal shift in powering AI infrastructure. This theme focuses on the companies enabling the next generation of nuclear energy to meet Big Tech's surging electricity demands.

Published: August 19, 2025

Explore Basket

The Great Energy Realignment

Recent US tariff threats against buyers of Russian oil and a major new energy deal with the EU are redirecting global energy demand. This creates a prime opportunity for U.S. energy producers and exporters poised to meet Europe's growing needs.

Published: July 31, 2025

Explore Basket

Unlocking Transatlantic Trade

A recent trade agreement between the U.S. and E.U. aims to lower tariffs and boost transatlantic commerce. This deal creates a favorable environment for American exporters, particularly in the energy and agricultural sectors.

Published: July 29, 2025

Explore Basket

American Rare Earth Revival

This carefully curated group of stocks focuses on companies positioned to benefit from the U.S. government's push to secure domestic supply chains for rare earths and critical minerals. These resources are essential for defense systems, electric vehicles, and advanced technologies.

Published: July 11, 2025

Explore Basket

Nuclear's Extended Lifecycle

This carefully selected group of stocks represents companies benefiting from the trend of extending nuclear plant lifespans. From uranium miners to plant operators, these investments offer exposure to a stable, carbon-free energy future with strong long-term potential.

Published: July 2, 2025

Explore Basket

Moscow-Naypyidaw Nuclear Alliance

The recent nuclear deal between Russia and Myanmar highlights a growing trend of emerging economies turning to nuclear power. This collection features companies across the entire nuclear energy supply chain that could benefit from this expanding market, from uranium miners to advanced reactor developers.

Published: July 1, 2025

Explore Basket

Nuclear Renaissance

Looking to invest in the future of clean, reliable energy? These carefully selected stocks represent companies driving the comeback of nuclear power. From uranium miners to cutting-edge reactor designers, our experts have assembled the key players in this growing sector.

Published: June 17, 2025

Explore Basket

King's Ransom

Own the building blocks of our technological future. This collection features carefully selected companies mining and processing rare earth elements - the irreplaceable ingredients powering everything from smartphones to electric vehicles. Handpicked by our expert analysts to capitalize on growing global demand.

Published: June 17, 2025

Explore Basket

Investment Analysis

Ur-Energy

URG

Pros

Ur-Energy operates the Lost Creek in-situ recovery uranium facility, a key asset in a stable U.S. jurisdiction with significant land holdings.
The company reported increased wellfield flow rates and a 35% rise in dried and packaged uranium production, indicating operational progress.
Analysts show strong buy sentiment with a near 100% upside price target, reflecting positive market expectations.

Considerations

Ur-Energy is currently loss-making with negative earnings per share and EBIT, reflecting ongoing unprofitability.
The company’s stock price shows high volatility with a beta above 1, indicating elevated market risk.
No dividends are paid, providing no income return to investors despite the company’s operational activities.

Clean Energy Fuels

CLNE

Pros

Clean Energy Fuels is positioned in the growing green and renewable energy market providing natural gas as a cleaner fuel alternative.
It has a low price-to-book ratio, suggesting potential undervaluation relative to its assets in a market with increasing sustainability demand.
Analyst forecasts project significant earnings growth over the next year, indicating improving profitability prospects.

Considerations

The company currently reports negative return on assets, suggesting operational inefficiencies or underutilized resources.
Clean Energy Fuels faces market risks related to fluctuations in natural gas prices and regulatory shifts in renewable energy policies.
As a fuel provider dependent on infrastructure development, the company may face execution risks in scaling its operations effectively.

Discover More Comparisons

Ur-Energy vs North American Construction

Ur-Energy vs Gevo

Ur-Energy vs Gevo: Stock comparison

Ur-Energy vs Riley Permian

Ur-Energy vs Clean Energy Fuels

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Rare Earth Stocks: Supply Chain Risks & Opportunities

Advanced Nuclear Stocks Navigate Funding Challenges

Big Tech's Nuclear Bet: Powering The AI Revolution

Which Baskets Do They Appear In?

Rare Earth Stocks: Supply Chain Risks & Opportunities

Advanced Nuclear Stocks Navigate Funding Challenges