Energy Fuels(NYSEMKT) UUUU

Energy Fuels Inc. makes materials for nuclear power and high-tech tools. It provides minerals used in electric cars and defense systems. The firm also recycles materials to support energy security.

Essential Minerals for Modern Tech

• Uranium: Strategic fuel used for carbon-free nuclear power plants; generated $24.95 million in revenue for the three months ended June 30, 2026.
• Rare Earth Elements: Materials essential for permanent magnets used in electric vehicles and robotics; currently scaling production at the White Mesa Mill in Utah.
• Vanadium: Metallic element used to strengthen steel and support energy storage; held 905,000 pounds of finished inventory as of June 30, 2026.
• Heavy Mineral Sands: Source of titanium for aircraft and zirconium for reactor components and medical devices.
• Alternate Feed Materials: Recycled uranium-bearing resources returned to the fuel cycle to support national security objectives.

Expanding the Critical Materials Network

• Agreed to acquire Australian Strategic Materials on Jan. 20, 2026, to add rare earth metal and alloy production.
• Entered an agreement on June 23, 2026, to purchase Vacuumschmelze for $1.9 billion to add magnet manufacturing.
• Commenced construction of a commercial-scale heavy rare earth plant at the White Mesa Mill on July 29, 2026.
• Received a conditional $725 million loan commitment from the U.S. government on June 18, 2026, for facility expansions.
• Acquired control of the Vara Mada Project in Madagascar on Oct. 2, 2024, to expand its mineral resource base.

A One-of-a-Kind American Hub

Energy Fuels operates the White Mesa Mill, which is the only facility in the U.S. licensed to separate Rare Earth Element (REE) oxides. This asset allows the company to create an integrated supply chain that spans from mining minerals to manufacturing magnets.

Tracking the Recent Numbers

• Revenues reached $25.11 million for the three months ended June 30, 2026, up 496% year over year.
• Uranium sales volume hit 310,000 pounds in the second quarter of 2026, up 520% year over year.
• Net loss was $33.60 million for the three-month period ended June 30, 2026, up 54% year over year.
• Working capital totaled $996.01 million as of June 30, 2026, including $58.42 million in cash and cash equivalents.
• Inventory included 1.64 million pounds of finished uranium concentrates as of June 30, 2026.

Evolution into a Materials Hub

Energy Fuels has transitioned from a uranium miner to a diversified producer of materials critical for advanced technology. The company is building an integrated domestic supply chain to support energy security and clean energy manufacturing.