RE:EFR dropping/Uranium pricing...I wholeheartedly agree. Uranium stocks have taken it on the chin in recent weeks. Look at the Cameco share price too. It has dropped from over $50 US to $39 and change. The push into the REE space has also caused some concern about the upfront costs, and the recent underperformance by Chinese REE market. The issue with transporting ore through Navajo lands could not have come at a better time.
I personally think this blockade of shipping ore through Navajo lands is just a way for groups who were upset with the granting of permission for UUUU to mine uranioum near the Grand Canyon.