Welcome to our dedicated page for Energy Fuels news (Ticker: UUUU), a resource for investors and traders seeking the latest updates and insights on Energy Fuels stock.
Energy Fuels Inc. (NYSE American: UUUU, TSX: EFR) generates frequent news as a U.S.-based critical materials company focused on uranium, rare earth elements (REEs), heavy mineral sands, vanadium and medical isotopes. Company announcements highlight its position as the leading U.S. producer of natural uranium concentrate and its growing rare earth business centered on the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the United States.
On this page, readers can follow UUUU news related to uranium production milestones, mine development, and sales contracts with nuclear utilities. Recent releases describe year-end uranium production and sales exceeding guidance, ramp-ups at mines such as Pinyon Plain and La Sal, and updates on long-term uranium sales contracts with U.S. nuclear power generators.
Energy Fuels also issues detailed updates on its rare earth initiatives. News items cover Bankable Feasibility Studies for expanded REE processing circuits at the White Mesa Mill, pilot and qualification results for NdPr and heavy rare earth oxides like dysprosium, and the company’s progress toward commercial-scale production of light and heavy REE oxides. Additional coverage addresses the development of heavy mineral sands projects, including the Vara Mada Project in Madagascar, the Bahia Project in Brazil, and the Donald Project joint venture in Australia.
Investors and observers can use this news feed to review announcements on financing transactions, such as convertible senior notes offerings, regulatory filings, technical reports prepared under NI 43-101 and S-K 1300, and governance developments. For those tracking uranium, rare earth and critical mineral themes, the Energy Fuels news page provides a centralized view of the company’s operational, project and capital markets updates over time.
Energy Fuels (NYSE:UUUU) reported 2025 results and 2026 guidance highlighting >$927M working capital, completion of a $700M 0.75% convertible notes offering, and more than 1.0 million lbs of finished U3O8 produced.
The company mined 1.72M lbs U3O8, sold 650k lbs (revenue $48.2M), exceeded 2025 guidance, announced two new long-term uranium contracts, and detailed REE project NPVs totaling $3.7B.
Energy Fuels (NYSE American: UUUU) will hold its 2025 earnings conference call and webcast on Friday, February 27, 2026 at 9:00 AM Mountain Time. Management will discuss 2025 financial results; a press release with results and highlights will be issued prior to the call.
Call registration, dial‑in, webcast links, and replay details are provided for investors and analysts.
Energy Fuels (NYSE: UUUU) agreed to acquire 100% of Australian Strategic Materials (ASX: ASM) via a scheme of arrangement, valuing ASM at ~A$447m (US$299m) and implying A$1.60 per ASM share (0.053 Energy Fuels shares plus up to A$0.13 special dividend).
The deal combines ASM's operating Korean Metals Plant and planned American Metals Plant with Energy Fuels' White Mesa Mill, targeting an integrated "mine-to-metal & alloy" rare-earth value chain and planned White Mesa expansion to produce 6,000 tpa NdPr, 240 tpa Dy, and 66 tpa Tb oxides; AMP aims for 2,000 tpa alloy capacity.
Transaction is subject to ASM shareholder, Australian Federal Court, FIRB and listing approvals; expected scheme meeting in late May/early June 2026 and closing in H1 2026 if conditions met.
Energy Fuels (NYSE: UUUU) reported a Class 3 BFS for a planned Phase 2 REE processing expansion at its White Mesa Mill. Key metrics: $410M initial capex; standalone after-tax NPV8% $1.9B and IRR 33%; combined NPV with Vara Mada $3.7B. Projected average annual EBITDA: $311M (Phase 2 standalone) and $765M combined (first 15 years). Modeled production (40-year life): ~5,513 tpa NdPr, 165 tpa Dy, 48 tpa Tb, plus uranium co-product. Reported all-in NdPr costs: $29.39/kg (Vara Mada basis) and $59.80/kg (50,000 tpa monazite basis). Regulatory approvals expected mid-2027; commissioning targeted Q1 2029.
Energy Fuels (NYSE: UUUU) released an updated Feasibility Study for its 100%‑owned Vara Mada (formerly Toliara) heavy mineral sands project in Madagascar confirming a $1.8B NPV (10% post‑tax, pre‑debt, post‑FID) and a 24.9% IRR.
Key economics include a modeled 38‑year mine life, ramping to >$500M expected annual EBITDA (average modeled EBITDA $387M), 72% average EBITDA margin, average annual free cashflow $264M, reserves of 904M tonnes (Proven+Probable, 6.1% HM), and staged CAPEX of $769M (Stage 1) plus $142M (Stage 2).
Energy Fuels (NYSE: UUUU) reported FY-2025 uranium results that exceeded guidance: the White Mesa Mill produced more than 1,000,000 lbs U3O8 in 2025 and Pinyon Plain plus La Sal mined over 1.6 million lbs of uranium (≈11% above prior guidance). The company expects Q4-2025 uranium sales of 360,000 lbs generating ~$27.0M at a weighted average price of $74.93/lb. Energy Fuels added two long-term hybrid-priced contracts and targets 780k–880k lbs of long-term sales in 2026, while its 2027–2032 portfolio totals 2.41–4.41M lbs of deliveries.
Management expects COGS to begin falling in Q1-2026 as low-cost Pinyon Plain ore is sold.
Energy Fuels (NYSE: UUUU) announced on Dec 19, 2025 that its high-purity dysprosium (Dy) oxide produced at White Mesa Mill passed initial purity and QA/QC benchmarks of a major South Korean automotive manufacturer for permanent magnet use.
The Company reported 99.9% Dy purity, ~29 kg produced at pilot scale since first kilogram in Aug 2025, and plans kilogram-scale terbium (Tb) samples for qualification in early 2026. Energy Fuels is planning commercial "heavy" REE circuits potentially producing up to 48 tonnes Dy and 14 tonnes Tb annually, subject to feed and timelines.
Energy Fuels (NYSE American: UUUU) reported Q3-2025 results on Nov 4, 2025 highlighting increased uranium sales, pilot heavy rare earth production, and a strengthened liquidity position.
Key figures: $298.5M working capital (including $94.0M cash, $141.3M marketable securities), Q3 net loss $16.7M vs $21.8M in Q2, 240,000 lb U3O8 sold at $72.38/lb, 1,245,000 lb contained U3O8 mined through Sept 30, 2025, and revised 2025 guidance of 700,000–1,000,000 lb finished U3O8. Post-quarter the company closed an upsized $700M 0.75% convertible notes offering with a $20.34 conversion price and an effective capped-call adjusted conversion price of $30.70.
Energy Fuels (NYSE: UUUU) will host a conference call and webcast at 9:00 AM Mountain Time on Tuesday, November 4, 2025 to discuss its Q3-2025 financial results. A press release with financial results and highlights will be issued prior to the call. Management will present followed by a Q&A session. Access options include Rapid Connect registration, North American toll-free dial-in, and an online webcast. A conference replay will be available through 11/11/2025 with provided dial-in numbers and an entry code.
Energy Fuels is a US-based producer of uranium, rare earth elements and critical minerals and operates the White Mesa Mill in Utah. Common shares trade on NYSE American under UUUU.
Energy Fuels (NYSE:UUUU) and Astron (ASX:ATR) received a conditional, non-binding Letter of Support from Export Finance Australia dated 21 October 2025 for up to A$80 million of senior debt toward the Donald Rare Earth and Mineral Sands Project.
The Donald Project's indicative total funding requirement is A$520 million with a target 50:50 debt-to-equity ratio; production is targeted as early as H2 2027. Phase 1 plans average 7.2 ktpa REEC, including up to 1,000t NdPr, 92t Dy, and 16t Tb per year. EFA support is subject to due diligence, approvals, and compliance.