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. produces critical materials, including uranium, rare earth elements, heavy mineral sands and vanadium, and is developing medical isotope recovery. Company news centers on uranium production, rare earth and mineral sands project development, White Mesa Mill operations in Utah, and technical reports for assets such as Pinyon Plain, Vara Mada, Donald and Bahia.
Recurring updates also cover financial results, capital actions, governance changes, toll-milling relationships and participation in North American critical-minerals supply chains. News involving UUUU often connects the company's uranium, REE and heavy mineral sands activities with nuclear energy, domestic processing capacity and strategic-materials policy.
Energy Fuels (NYSE American: UUUU) will hold a Q1-2026 conference call and webcast at 9:00 AM Mountain Time on Thursday, May 7, 2026 to discuss financial results. A press release with results and highlights will be issued before the call.
Registration, live webcast links, and replay phone numbers are provided; the conference replay expires on May 14, 2026.
Energy Fuels (NYSE American: UUUU) released its 2025 Sustainability Report on April 16, 2026, covering performance and key developments for calendar years 2024 and 2025.
The report highlights environmental stewardship, water and land management, health and safety, community and Indigenous engagement, and governance aligned with leading sustainability frameworks.
Energy Fuels (NYSE: UUUU) appointed Ross R. Bhappu as Chief Executive Officer effective April 15, 2026, succeeding Mark S. Chalmers, who is retiring after more than eight years as CEO. Chalmers will serve as an exclusive uranium and rare earth consultant for a two-year period.
Management says Bhappu, president since August 2025, brings 30+ years of mining, critical minerals, and capital markets experience and will lead planned growth initiatives including permitting and construction of new mines, expansion of the White Mesa Mill, and the planned acquisition of Australian Strategic Materials.
Energy Fuels (NYSE: UUUU) produced its first 1 kg of terbium oxide at 99.9% purity at the White Mesa Mill using U.S. monazite feedstock, following ~30 kg of 99.9% dysprosium oxide earlier. Pilot-rate terbium production is ~1 kg/week.
The company plans a commercial circuit by 2027 (subject to regulatory approvals and feedstock) targeting up to 35 t Dy, 12 t Tb and 850–1,000 t NdPr per year; a Phase 2 circuit could reach >6,000 tpa NdPr and ~80 tpa Tb, ~288 tpa Dy by 2029.
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.