Energy Fuels Inc. recently announced the election of its new board of directors during the annual shareholders meeting held virtually in June 2026.

Energy Fuels Inc. gains conditional backing from the U.S. government to enhance its capabilities in rare earths and critical materials production, marking a key stride in growth.

Energy Fuels has announced a significant acquisition of VAC for $1.9 billion, strengthening its position in the rare earth elements market and enhancing supply chain capabilities across various sectors.

Interview with VP of Critical Minerals, Debra Bennethum Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyse-uuuu-reshoring-critical-mineral-production-back-to-the-us-6878 Recording date: 23rd April 2025 Energy Fuels stands at a pivotal moment in its corporate evolution, transforming from a 45-year veteran uranium producer into potentially America's premier rare earth elements processor. This strategic pivot capitalizes on the company's existing infrastructure, technical expertise, and unique competitive advantages in an increasingly critical sector. The rare earth oxide produced by Energy Fuels—particularly neodymium-praseodymium (NDPR)—is essential for manufacturing permanent magnets used in electric vehicle motors, wind turbines, and defense applications. Unlike many aspirational rare earth companies, Energy Fuels has already commissioned a 1,000-ton per annum production facility at its White Mesa Mill with plans to expand to 6,000 tons by 2028, demonstrating real production capability rather than conceptual plans. The company's strategic advantage stems from its approach to processing monazite sand—a byproduct of heavy mineral sand operations—which provides a more favorable cost structure than competitors. Critically, Energy Fuels' uranium processing expertise, existing facilities, and regulatory permits create significant barriers to entry for potential competitors, as monazite contains uranium that must be properly processed and managed. This positions Energy Fuels as potentially the only American company that can economically process this valuable rare earth source at scale, with the company's leadership believing they can compete with Chinese producers on cost—a critical factor for securing automotive contracts. Recent additions to the leadership team enhance this competitive position. Debra Bennethum, who joined as VP of Critical Minerals in June 2024, brings 13 years of procurement and supply chain experience at General Motors, including direct involvement in sourcing critical minerals for EV batteries and drive units. This automotive industry expertise provides Energy Fuels with invaluable insights into OEM procurement processes and requirements, potentially accelerating customer acquisition and contract negotiations. The timing for Energy Fuels' strategic pivot appears opportune. Recent Chinese export restrictions on seven rare earth elements have highlighted vulnerabilities in global supply chains, accelerating automotive manufacturers' interest in securing domestic supplies. The semiconductor shortage during the pandemic further prompted OEMs to develop more direct relationships with material suppliers to avoid similar disruptions. These dynamics create strong tailwinds for Energy Fuels as it develops its rare earth business. For investors, Energy Fuels offers a compelling combination of execution progress and substantial market opportunity. The company has already secured validation partnerships with manufacturers like POSCO International, with potential for product to enter saleable vehicles as early as this year. The automotive industry's typical 5-7 year contract structures for vehicle programs offer visibility for potentially stable, long-term revenue streams. Additionally, Energy Fuels' diversified revenue approach—maintaining its uranium business while developing rare earth production—provides multiple avenues for growth while reducing concentration risk. With a feasibility study update expected by year-end and financial projections to follow in 2025, investors may soon have clearer visibility into the value proposition of what could become America's cornerstone rare earth producer in an increasingly critical mineral-dependent economy. — Learn more: https://cruxinvestor.com/companies/energy-fuels-inc Sign up for Crux Investor: https://cruxinvestor.com

Energy Fuels has finalized its acquisition of Australian Strategic Materials, enhancing its rare earth elements production capabilities and market presence.

Energy Fuels Inc. has gained approval for its terbium oxide from a major Japanese magnet manufacturer, highlighting its rare earth capabilities.

Energy Fuels Inc. has received overwhelming shareholder approval for its acquisition of Australian Strategic Materials, paving the way for future growth in rare earth elements.

Energy Fuels Inc. announced its Q2 2026 results, highlighting key acquisitions, operational advances, and a strategic focus on rare earth elements to further strengthen its market position.

Energy Fuels Inc. begins construction of a large-scale rare earth plant in Utah. This facility aims to address critical supply chain issues.

Energy Fuels Inc. anticipates achieving its full-year uranium production goals by mid-year. A detailed update reveals robust operational performance.

Energy Fuels Inc. provides a comprehensive overview of its Q1-2026 financial results, highlighting significant growth in uranium production and rare earth elements.

In its 2025 Sustainability Report, Energy Fuels emphasizes environmental responsibility, workforce safety, community engagement, and governance practices essential for U.S. energy security.

Energy Fuels Inc. elevates Ross Bhappu to CEO as the company embarks on major growth initiatives, succeeding Mark S. Chalmers after eight years of leadership.

Energy Fuels Inc. marks a significant milestone by producing the first U.S. heavy rare earth materials in decades, securing critical supply lines for technology.

As global nuclear power capacity soars, companies like Eagle Nuclear Energy Corp. position themselves strategically, navigating the complexities of an evolving energy landscape for sustainable growth.

Energy Fuels Inc. announces impressive 2025 financial results, highlighting substantial uranium production and future growth potential for 2026.

Energy Fuels Inc. is set to acquire Australian Strategic Materials, aiming to establish the largest integrated REE producer outside China, enhancing supply chains.

Energy Fuels has announced a significant expansion in rare earth processing, showcasing lower-than-expected capital expenditure and promising economic returns.

Energy Fuels has released an updated feasibility study for its Vara Mada project in Madagascar, confirming outstanding economics and significant production potential.

Energy Fuels Inc. has announced record uranium production and sales for FY-2025, surpassing previous guidance and solidifying its market leader status.

Energy Fuels Inc. has successfully qualified its dysprosium oxide for production of permanent magnets, marking significant progress in the U.S. rare earth supply chain.