Energy Fuels Inc.
Listed on NYSE American (AMEX)
US uranium and critical-minerals producer developing monazite processing and separated rare earth oxide capacity.
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Latest Coverage
Aug 9, 2026
Energy Fuels’ Heavy-Rare-Earth Build Makes Donald Feedstock the Next Bottleneck
Energy Fuels has begun constructing commercial dysprosium and terbium separation at White Mesa, shifting the key execution risk upstream to Donald’s 2026 FID, 2028 monazite start and the reliability of heavy-rare-earth feed for its planned metals, alloys and magnet chain.
Jul 27, 2026
Energy Fuels’ $1.9 Billion Magnet Deal Buys Customers Before It Has the Oxides
Energy Fuels’ proposed $1.9 billion acquisition of VAC secures magnet factories, patents and qualified customers before its own oxide, metal and alloy chain is fully built. The deal could create a rare Western mine-to-magnet platform, but its valuation depends on synchronising White Mesa, Donald, ASM and VAC without prolonged reliance on third-party feedstock.