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.
Mark Chalmers reported a sale of 200,000 shares of Energy Fuels Inc. The sale is dated 06/29/2026 with a reported aggregate amount of $2,902,800. The filing lists previously vested RSUs of 61,081 (01/27/2022) and 38,919 (01/27/2023).
Energy Fuels (UUUU) notice reports 200,000 common shares identified for sale through RBC Capital Markets with an associated figure 2,902,800.00 and a date of 06/29/2026. The filing lists multiple vested RSU grants with specific vesting dates and share counts, including 97,345 (01/27/2021) and 49,529 (01/27/2020).
Energy Fuels Inc. entered into a Merger Agreement to acquire the Ara VAC entities through a series of cross-border mergers. The aggregate purchase price includes $718,000,000 in cash, 65,853,000 common shares as share consideration, and potential preferred share consideration, including a value top-up capped at $135,000,000.
The cash payment will be adjusted for debt, transaction costs and other leakage, and $12,500,000 will be placed in escrow to secure certain post-closing obligations. The deal is subject to antitrust and other regulatory approvals, stock exchange listing of the share consideration, authorization of any preferred shares, absence of injunctions, and no material adverse effect.
Energy Fuels also secured a $250,000,000 senior secured term loan facility commitment from Goldman Sachs Bank USA and received a conditional $725,000,000 loan commitment from the U.S. Office of Strategic Capital to support expansion of critical minerals and rare earth capabilities. At its 2026 annual meeting, shareholders elected all seven director nominees, approved KPMG LLP as auditor, and supported say‑on‑pay and an annual frequency for future advisory votes.
Energy Fuels Inc. furnished an investor presentation related to its proposed acquisition of Vacuumschmelze GmbH & Co. KG and its related group companies from Ara Partners. The presentation, labeled as an Investor Presentation, is provided as Exhibit 99.1 to this report.
The material is furnished under Item 7.01 as a Regulation FD disclosure, meaning it is not deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 and is not automatically incorporated into other Securities Act or Exchange Act filings unless specifically referenced.
Energy Fuels Inc. ownership disclosure: Global X Management Company LLC reports beneficial ownership of 16,687,908 shares of Common Shares, representing 6.83% of the class as of 03/31/2026. The filing states GXMC advises the Global X Uranium ETF and may be deemed beneficial owner because of that advisory role; GXMC disclaims rights to dividends or sale proceeds. The filing notes the shares were acquired in the ordinary course of business and not to change control. The Schedule 13G/A is signed on 05/15/2026.
Energy Fuels Inc. reported leadership changes in its legal and strategic functions. On May 11, 2026, longtime executive David C. Frydenlund moved from Executive Vice President and Chief Legal Officer into a new role as Executive Vice President, Strategic Acquisitions and Financings and Special Counsel to the CEO, tied to his planned retirement in October 2026 under an existing employment agreement.
At the same time, Nathan Longenecker, previously Senior Vice President and General Counsel, was appointed Chief Legal Officer and Executive Vice President, Global Government Relations, formalizing the company’s legal succession plan.
Energy Fuels Inc. ownership disclosure: Van Eck Associates Corporation filed an amendment to a Schedule 13G reporting beneficial ownership of 15,627,126 common shares, representing 6.48% of the class as stated in the filing. The filing lists CUSIP 292671708 and notes the as-of date 03/31/2026. The amendment is signed on 05/15/2026.
Energy Fuels Inc. reported sharply higher activity for the quarter ended March 31, 2026. Revenue rose to $35.8 million from $16.9 million a year earlier, driven primarily by uranium concentrate sales, while heavy mineral sands contributed no revenue this quarter.
The company reduced its net loss to $11.0 million from $26.3 million, with basic and diluted loss per share improving to $0.04 from $0.13. Operating loss narrowed as higher revenues offset increased costs, including exploration, development, processing and standby expenses.
Energy Fuels ended the quarter with $108.4 million in cash and cash equivalents and $812.7 million in marketable securities, supporting total assets of $1.46 billion. The balance sheet also includes $700.0 million of 0.75% Convertible Senior Notes due 2031, carried at $676.7 million net of issuance costs.
The company remains a production stage issuer, producing mineralized material from several U.S. uranium projects and advancing rare earth and heavy mineral sands assets in Madagascar, Brazil, Kenya and Australia. It also agreed to acquire Australian Strategic Materials Limited, adding REE mining, processing and metallization assets, with closing expected as early as July 2026 subject to approvals.
Energy Fuels Inc. senior vice president of marketing and corporate development Curtis Moore reported compensation-related equity transactions in common shares. On March 2, 2026, he exercised Stock Appreciation Rights (SARs) covering 8,288 and 15,478 common shares at exercise prices of $7.36 and $6.47 per share, respectively. The related common share entries reflect these exercises at a reported share value of $21.32. The same amounts of 8,288 and 15,478 common shares were recorded as dispositions to the issuer, resulting in no net change in his position from these paired events. After the transactions, Moore directly holds 112,415 common shares of Energy Fuels Inc.
Vanguard Capital Management reported beneficial ownership of 17,675,625 shares of Energy Fuels Inc/Canada common stock, representing 7.31% of the class. The filing shows sole voting power for 3,206,683 shares and sole dispositive power for 17,675,625 shares. The report states these holdings include securities held for Vanguard funds and managed accounts and attributes voting/dispositive authority to Vanguard Capital Management and specified affiliates.