Energy Fuels Inc. filings document the regulatory record of a critical-materials company with uranium, rare earth element, heavy mineral sands and vanadium operations. Its SEC disclosures include 8-K material-event reports, proxy materials, governance updates, capital-structure filings and technical reports for mineral projects such as Pinyon Plain, Donald and Vara Mada.
The company's filings describe board and executive-transition matters, shareholder voting items, operating and financial results, material agreements and financing instruments, including convertible senior notes due 2031 and related indenture disclosures. They also record project feasibility and pre-feasibility reports, mineral-property disclosure standards, risk-related matters and other events tied to Energy Fuels' mining, milling and critical-minerals business.
Energy Fuels Inc. (UUUU) may, at its discretion from time to time, sell up to an additional $500 million of common shares through its “at the market” program under a prospectus supplement to its effective U.S. Form S-3 registration statement. The supplement is connected to the Controlled Equity Sales Agreement dated June 13, 2025.
Energy Fuels Inc. (UUUU) may sell up to $500,000,000 aggregate offering price of common shares through an at-the-market offering under its sales agreement with the lead agents, from time to time on or after October 13, 2026, upon Placement Notices. Sales, if made, will be at prevailing market prices and will not occur in Canada or on the TSX or other Canadian trading markets. Agent compensation is up to 3.0% of gross proceeds.
Net proceeds, after agent compensation and distribution expenses, may support operations, project development, REE facilities, acquisitions and general corporate needs; management has discretion over allocation. The dilution illustration assumes 44,404,973 shares sold at $11.26 per share for $500,000,000 in gross proceeds and estimates dilution of $6.93 per share to purchasers. Actual sales may occur at various prices.
The proposed acquisition of VAC from Ara Partners remains subject to customary closing conditions, including required regulatory and stock exchange approvals. Expected consideration includes approximately $718.0 million in cash and 65.85 million newly issued common shares; preferred shares may be issued under certain circumstances. Energy Fuels expects closing as early as the first quarter of 2027.
Energy Fuels Inc. (UUUU) amended its pending agreement to acquire 100% of VAC, a transaction with an implied equity value of approximately $1.9 billion in cash and equity consideration. The deal remains subject to customary closing conditions, including regulatory approvals, and is expected to close in the next 12 months. The amendment addresses provisions relating to a customer commercial supply agreement, repayment of certain indebtedness and potential purchase-price adjustments.
Energy Fuels completed its acquisition of ASM on August 28, 2026. ASM’s Korean Metals Plant has installed NdFeB alloy nameplate capacity of approximately 1,300 tonnes per annum, with Phase 2 expansion expected to enable 3,600 tonnes per annum. VAC Group reported revenue of €211.489 million for the six months ended June 30, 2026, up 34.8% from the comparable 2025 period. The combined-company pro forma figures are illustrative, based on preliminary assumptions and exclude some expected integration costs.
ENERGY FUELS INC (symbol: UUUU) is the issuer of record for a Form 8-K filing submitted to the SEC.
Van Eck Associates Corporation filed an amended ownership report for Energy Fuels Inc. common shares. Van Eck reports beneficial ownership of 19,495,526 Energy Fuels Ord Shs, representing 7.8% of the class as of June 30, 2026.
Van Eck has sole voting and dispositive power over all 19,495,526 shares, with no shared voting or dispositive power. The filing notes that the VanEck Uranium and Nuclear ETF, a registered investment company, has the right to receive dividends and sale proceeds from 13,554,873 of these shares.
Energy Fuels Inc executive Werner Duvenhage, EVP Heavy Mineral Sands and Rare Earths, received new equity-based compensation effective August 4, 2026. He was granted 10,796 unvested restricted stock units (RSUs) at a reference price of $12.15 per common share. He was also granted 11,830 performance-based stock options with an exercise price of $13.37 per share, a 10% premium to the $12.15 grant price, expiring on August 3, 2031. All positions are held directly, with post-transaction holdings of 10,796 common shares (via RSUs) and 11,830 performance-based options. The company notes this report was filed late due to delays obtaining his SEC filing codes.
Energy Fuels Inc. executive Werner Duvenhage, EVP Heavy Mineral Sands and Rare Earths, filed an initial Form 3 as a reporting person of the company. The filing lists no reportable transactions or derivative positions. Remarks reference an attached Exhibit 24.1 Power of Attorney authorizing filings on his behalf.
German Oscar Armando reported acquisition or exercise transactions in this Form 4 filing.
Energy Fuels Inc EVP & CHRO German Oscar Armando reported equity awards, receiving 6,630 restricted stock units and 6,749 performance-based stock options on June 24, 2026. The options are exercisable at $17.89 per share, and the RSUs vest in stages through January 27, 2029. After the RSU grant, his directly held common share equivalents total 16,184. The awards are described as executive compensation top-ups tied to a mid-year promotion, with the filing delay attributed to administrative verification.
Energy Fuels Inc. reported equity compensation grants to CLO & EVP, Global Government Relations, Nathan Longenecker. On June 24, 2026 he received 981.0000 Restricted Stock Units and 999.0000 performance-based stock options with a $17.8900 exercise price, expiring June 23, 2031. RSUs vest 50% on January 27, 2027, then 25% on January 27, 2028 and January 27, 2029. The company states the options were granted at a 10% premium to fair market value, the report was filed late for administrative verification reasons, and both awards are executive compensation top-ups tied to a mid-year promotion.
VAN AKKOOI MICHIEL reported acquisition or exercise transactions in this Form 4 filing.
Energy Fuels Inc. disclosed equity compensation top-ups for EVP Michiel Van Akkooi tied to a mid-year promotion: 1,922 performance-based stock options to buy common shares at $17.89 per share, expiring June 23, 2031, and 1,889 RSUs. The RSUs vest 50% on January 27, 2027, then 25% on January 27, 2028 and 2029. After the RSU grant he directly holds 26,910 common shares. The report describes the late filing as administrative and states the awards were not made under a Rule 10b5-1 plan.