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. director equity grant: Director Alex G. Morrison received 5,354 common share-based restricted stock units on January 27, 2026 at a stated price of $0 per unit. These RSUs vest 50% on January 27, 2027, 25% on January 27, 2028, and 25% on January 27, 2029.
After this grant, Morrison beneficially owns 116,232 common shares of Energy Fuels Inc., held directly.
Energy Fuels Inc. director Michael Stirzaker received an equity grant of 4,409 common-share-based restricted share units on 01/27/2026 at a price of $0 per unit. These units vest over three years: 50% on 01/27/2027, 25% on 01/27/2028, and 25% on 01/27/2029.
After this grant, Stirzaker is shown as directly beneficially owning 27,942 common shares. In addition, 11,050 common shares are held indirectly through Stith Pty Ltd, a private Australian company wholly owned by a discretionary family trust in which he is a named beneficiary.
Energy Fuels Inc. director reports equity award and tax share settlement. Director J. Birks Bovaird received 4,409 common shares on January 27, 2026, representing a grant of restricted stock units that vest 50% on January 27, 2027, 25% on January 27, 2028, and 25% on January 27, 2029. On the same date, 17,023 common shares were disposed of at $24.16 per share in a transaction coded "F," typically indicating shares withheld to cover taxes. Following these transactions, Bovaird directly holds 183,003 common shares of Energy Fuels Inc.
Energy Fuels Inc. director Jaqueline Herrera received an equity award in the form of restricted stock units. On 1/27/2026 she was granted 4,724 restricted stock units for no cash consideration. These RSUs vest over three years: 50% on 1/27/2027, 25% on 1/27/2028, and 25% on 1/27/2029.
Following this grant, Herrera beneficially owns 61,998 common shares of Energy Fuels Inc., held directly. The filing reflects routine director compensation through stock-based awards that align the director’s interests with those of shareholders over a multi‑year period.
Energy Fuels Inc. director Bruce D. Hansen reported an equity award under the company’s compensation program. On January 27, 2026, he received 8,188 restricted stock units, which vest 50% on January 27, 2027, 25% on January 27, 2028, and 25% on January 27, 2029. After this grant, he beneficially owns 309,844 common shares directly.
Energy Fuels director Barbara Appelin Filas received a grant of 5,039 restricted share units (RSUs) on January 27, 2026, at a price of $0 per unit. These RSUs vest in stages: 50% on January 27, 2027, 25% on January 27, 2028, and 25% on January 27, 2029.
Following this grant, she beneficially owns 165,261 common shares directly. The filing also corrects a typographical error in the share balance previously reported in Column 6 of Table I in a Form 4 filed on April 23, 2025.
Energy Fuels Inc. director Benjamin Eshleman III received an equity grant of 5,039 restricted share units (RSUs) on 01/27/2026. The RSUs vest over three years: 50% on 01/27/2027, 25% on 01/27/2028, and 25% on 01/27/2029, at a grant price of $0 per share.
After this grant, he beneficially owns 212,243 common shares directly, with additional indirect holdings of 2,000 common shares in the Katherine Kilpatrick Eshleman Revocable Trust and 2,000 common shares in the Margaret Shinkle Eshleman Revocable Trust.
Energy Fuels Inc. director Dennis Lyle Higgs reported equity compensation and a related share disposition in common shares of ENERGY FUELS INC. On January 27, 2026, he was granted 4,724 restricted stock units, which vest 50% on January 27, 2027, 25% on January 27, 2028, and 25% on January 27, 2029.
On the same date, Higgs disposed of 7,575 common shares at $24.16 per share. After these transactions, he directly beneficially owned 165,113 common shares of Energy Fuels Inc.
Energy Fuels Inc. has entered into a Scheme Implementation Deed to acquire all ordinary shares of Australian Strategic Materials Limited through a court-approved scheme of arrangement in Australia. Scheme shareholders are to receive 0.053 Energy Fuels common shares or CHESS Depository Interests plus a potential special cash dividend of up to A$0.13 per share, giving total implied consideration of A$1.60 per share and an implied Transaction value of approximately A$447 million, based on prices on January 16, 2026.
Post-closing, the target’s shareholders are expected to own about 5.8% of Energy Fuels’ outstanding shares, with the share exchange ratio fixed but the value varying with Energy Fuels’ share price. The deal is subject to multiple conditions, including shareholder and court approvals, Australian Foreign Investment Review Board clearance, stock exchange listings for the new Energy Fuels shares, and securities law exemptions, with closing expected around June 2026. Both parties agreed to reciprocal termination fees of A$4,470,000 (1.0% of the Transaction value) in specified circumstances.
Energy Fuels Inc. reported a new feasibility-level Technical Report for the Vara Mada (formerly Toliara) mineral sands and rare earths project in southwest Madagascar. The study outlines open-pit mining of the Ranobe deposit over a 38-year life, with staged development ramping ore throughput from 12.6 Mtpa to 25.0 Mtpa. Average annual production is expected to be about 959 kt of ilmenite, 66 kt of zircon, 8 kt of rutile and 24 kt of monazite.
The report estimates Proven and Probable reserves of 904 Mt at 6.1% total heavy minerals and forecasts a project NPV of $1,415 million at a 10% discount rate and an IRR of 22.1%, based on June 30, 2025 economics. Total capital is budgeted at $121 million pre-final investment decision, $769 million for Stage 1 and $142 million for Stage 2, with life-of-mine free cash flow of $10,040 million. The project relies on new mine, plant, haulage corridor and export facilities, and still requires land access, updated environmental approvals, monazite exploitation rights and a finalized investment agreement with the Government of Madagascar.