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.
Charles Schwab Corp. submitted Form 144 notices reporting proposed open-market sales of its common stock on several dates. The filings list proposed sale quantities of 7,500 shares on 02/28/2025, 1,500 shares on 10/11/2024, 4,000 shares on 05/07/2024, 6,500 shares on 06/29/2021, and 10,000 shares on 10/16/2017.
The notices classify each transaction as an Open Market Purchase with cash consideration. The filings appear administrative and do not state proceeds recipients or additional terms.
Energy Fuels Inc. senior vice president Curtis Moore reported an open-market sale of 10,000 common shares at an average price of $23.1183 per share on March 2, 2026.
After this transaction, he directly owned 112,415 common shares of Energy Fuels.
Energy Fuels Inc. has outlined a planned leadership transition at the top of the company. On April 15, 2026, President Ross Bhappu is expected to become President and Chief Executive Officer and join the Board of Directors, consistent with previously announced succession plans and his existing employment agreement.
Current CEO Mark Chalmers will retire from his role on the same date and resign from the Board. He will remain with the company exclusively as a consultant for two years to support Mr. Bhappu and other leaders on current and future growth initiatives. The company states that Mr. Chalmers’ resignation from the Board is not due to any disagreement regarding operations, policies, or practices.
The filing highlights Mr. Bhappu’s more than 35 years of mining-sector experience, including nearly 25 years at Resource Capital Funds in technical, financial, and leadership roles, and prior positions at Cyprus Minerals Company, Newmont Mining Corporation, and GTN Copper Corporation.
Energy Fuels Inc. is a Canada‑incorporated, Colorado‑based producer of critical minerals, focused on uranium, vanadium, rare earth elements (REEs) and heavy mineral sands (HMS). It operates the White Mesa Mill in Utah, the only licensed and operating uranium mill in the U.S., which also recovers REEs and can process alternate uranium-bearing feeds.
The company produced approximately 1,015,000 pounds of U3O8 in 2025 and mined mineralized material containing about 1,720,000 pounds of U3O8 from its Pinyon Plain, La Sal and Pandora mines. For 2026, it expects to produce 2.0 to 2.5 million pounds of U3O8 and has six long‑term uranium contracts targeting 740,000 to 880,000 pounds of sales in 2026 and 770,000 to 1,130,000 pounds in 2027.
Energy Fuels is building an integrated REE business around monazite feed from its Bahia (Brazil), Vara Mada (Madagascar) and Donald (Australia) projects, and a 9.48% joint venture interest in the Donald Project. Its existing Phase 1 circuit can produce up to 1,049 tonnes of NdPr per year, with planned expansions across Phase 1 and Phase 2 targeting 6,562 tonnes of NdPr, 200 tonnes of Dy and 60 tonnes of Tb annually. The company is also advancing a medical isotope program, including the 2024 acquisition of RadTran and R&D to recover Ra‑226 and Ra‑228 for targeted alpha therapy. A $1.13 billion aggregate market value of non‑affiliate equity and 241,606 thousand common shares outstanding as of February 20, 2026 highlight its scale.
Energy Fuels Inc. furnished an updated pre-feasibility study for its Pinyon Plain underground uranium mine in Arizona, along with a separate feasibility study for the Donald rare earths and mineral sands project in Australia. The Pinyon Plain plan envisions mining 133,000 tons of ore grading 0.97% U₃O₈ over a 32‑month life, producing about 2.47 million pounds of U₃O₈ at 96% recovery.
The study assumes a long-term uranium price of $80/lb, generating after-tax undiscounted cash flow of $97.7 million and an after-tax NPV at a 5% discount rate of $78.3 million. Life-of-mine capital is estimated at $10.6 million and operating costs at $73.7 million, or $542 per ton milled, equating to cash operating costs of $30.08/lb U₃O₈ and all-in costs of $34.39/lb.
Energy Fuels Inc. received a new large-holder disclosure from Global X Management Company LLC. Global X reports beneficial ownership of 13,635,299 common shares of Energy Fuels, representing 5.75% of the class as of the event date. Global X is the investment adviser to the Global X Uranium ETF, which actually holds the shares and receives all dividends and sale proceeds. Global X has sole voting and dispositive power over these shares but states they were acquired and are held in the ordinary course of business, not to change or influence control of Energy Fuels.
Van Eck Associates Corporation, a Delaware-based investment manager, reported a passive ownership stake in Energy Fuels Inc. common shares as of 12/31/2025. Van Eck beneficially owns 12,251,167 common shares, representing 5.17% of the class, with sole voting and sole dispositive power over all of these shares.
The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Energy Fuels. This Schedule 13G positions Van Eck as a significant, but passive, institutional shareholder in the company.
Energy Fuels Inc. completed a private offering of $700.0 million aggregate principal amount of 0.75% Convertible Senior Notes due 2031, using this amended filing mainly to refile a corrected indenture exhibit.
The notes pay 0.75% interest, mature on November 1, 2031, and can be converted into common shares at an initial rate of 49.1672 shares per $1,000 principal (a conversion price of about $20.34 per share, a 32.5% premium to the September 30, 2025 NYSE American closing price). Net proceeds are approximately $674.6 million after fees, with about $53.55 million spent on capped call transactions designed to limit dilution and offset cash above principal on conversion up to a $30.70 per-share cap. Based on a higher maximum conversion rate, initially up to 45,602,550 common shares may be issued if all notes convert at that maximum rate.