Energy Fuels.
Canadian uranium mining company
- Reports this week
- 2
- Active events
- 0
- Connections
- 85
What's happening
Earlier this month
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Myriad Uranium, led by CEO Thomas Lamb, is developing high-grade uranium deposits in Arizona and Wyoming.Some support1 report
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Energy Fuels is expanding its critical minerals processing capabilities in Utah, including constructing a rare earth metals facility.Well supported3 reports1 development inside
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OSC committed a loan to help scale up Energy Fuels' processing capabilities.Some support2 reports
One to three months ago
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Energy Fuels transported uranium ore from Pinyon Plain near Grand Canyon to a mill in Utah, with Navajo Nation approval.Some support1 report1 development inside
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Energy Fuels, MP Materials, and USA Rare Earth are competing for a larger role in the rare-earth supply chain.Some support2 reports
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Operations by Energy Fuels impact sacred sites of Laguna and Navajo peoples while seeking renewed permits in New Mexico.Some support1 report1 development inside
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Market analysis of the uranium sector, focusing on Kazatomprom in Kazakhstan and the impact of market selloffs on U.S. uranium miners.Well supported9 reports6 developments inside
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Energy Fuels is building a plant in Utah as U.S. buyers seek non-Chinese sources amid Chinese supplier refusals.Some support1 report
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Energy Fuels partnered with a rare earth magnet manufacturer based in North Carolina.Some support1 report
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A company produces HREEs from mined ores in the US, utilizing facilities in Fort Worth and Independence, while managing projects in Madagascar, Brazil, and Australia.Some support2 reports2 developments inside
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Energy Fuels strengthens its integrated mine-to-magnet platform through an acquisition involving Australian Strategic Materials Limited.Some support2 reports
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Energy Fuels is producing U.S.-produced heavy rare earth oxides at its White Mesa Mill in Utah.Well supported3 reports2 developments inside
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Energy Fuels qualified terbium oxide for commercial use.Some support3 reports
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Energy Fuels operates the Pinyon Plain mine in Arizona and the Pandora mine in Utah.Some support6 reports1 development inside
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Energy Fuels announced a $427 million investment and held a roundtable discussion in Tooele County, Utah.Some support1 report
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Energy Fuels is pursuing strategic diversification of rare earth supply chains through expansion at its White Mesa Mill and utilizing an Australian joint venture.Some support1 report
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Energy Fuels operates its White Mesa Mill in Utah and utilizes conventional assets in Arizona.Some support2 reports3 developments inside
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Energy Fuels transported uranium ore across the Navajo Nation, leading to an accident investigation by NTSB and ADOT.Some support2 reports
Gone quiet
No new reports in 90+ days-
Energy Fuels is operating various projects across multiple states, including the Alta Mesa project in Texas, mining projects in Wyoming, and the White Mesa Mill in Utah.Some support3 reports
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Energy Fuels is seeking permits from Arizona regulators for a mine operating near the Grand Canyon South Rim.Some support2 reports
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Energy Fuels acquired Vacuumschmelze for $1.9 billion, combining REE mining and magnet manufacturing capabilities.Well supported3 reports
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Energy Fuels is advancing projects in Madagascar, Brazil, and Australia, while also operating facilities in Utah and being based near Denver.Some support1 report
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US strategy is focused on building domestic alternatives for rare earth materials.Some support1 report1 development inside
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PENTAGON provided a conditional loan to Energy Fuels, which operates processing capabilities in Utah.Some support1 report
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Energy Fuels acquired the Toliara Mineral Sands Project in Madagascar, amidst China's dominance in the REE market.Speculative2 reports
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IsoEnergy Ltd. holds mines in Utah and utilizes a toll milling arrangement with Energy Fuels, while KPMG LLP was re-appointed as its auditor.Speculative1 report
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Energy Fuels and Vulcan Elements are partnering to utilize the White Mesa Mill in Utah to establish a domestic rare earth pipeline.Well supported6 reports1 development inside
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Energy Fuels processes ore at its White Mesa Mill in Utah while Oklo presents at the EnerCom Denver Conference.Some support1 report
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ABR's valuation was calculated based on brokerage recommendations for Energy Fuels.Some support2 reports
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Cameco and Energy Fuels are currently operating as uranium producers in the market.Some support5 reports1 development inside
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Energy Fuels sold 50,000 pounds of uranium, noting that high-grade mining leads to lower production costs.Some support1 report
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Energy Fuels advanced projects in Utah, detailing Cameco's stake in the mill and contributions from various mines.Some support1 report2 developments inside
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Cameco's costs increased due to Key Lake mill maintenance, and Cameco lagged Energy Fuels in stock gains.Some support1 report
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MP Materials outperformed Energy Fuels and Lynas in stock growth as of August 2025.Some support1 report
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Companies including Mill, Energy Fuels, and MP Materials are producing and selling rare earth materials to Asian markets.Some support2 reports
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Energy Fuels supplies rare earth oxides to Apple Inc.Some support2 reports
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Energy Fuels and Vulcan Elements signed an MOU on August 28, 2025, aiming to establish a domestic supply chain.Some support2 reports1 development inside
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Energy Fuels began supplying oxides to Vulcan Elements.Some support1 report
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Financial metrics, specifically debt-to-capital ratios, were reported for Cameco, Energy Fuels, and Centrus Energy.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Energy Fuels this week
News at the entities that move Energy Fuels most-
SEC StructuralA company increased its holdings by 24.4% in Q1 and reported the transaction to the SEC.Moves Energy Fuels
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Navajo Nation StructuralJonathan Nez, former Navajo Nation president, is running for Congress in Arizona amidst ongoing water scarcity issues affecting Diné households.Moves Energy Fuels
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Madagascar StructuralHarena Rare Earths is developing the Ampasindava rare earth project in Madagascar.Moves Energy Fuels
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Estonia StructuralWalde AS and TKM Grupp AS are expanding operations across Lithuania, Estonia, and Latvia through acquisitions and subsidiary establishment.Moves Energy Fuels
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PENTAGON TransactionalPete Hegseth defends high military spending allegations while media reports highlight poor sailor meals and service member welfare.Moves Energy Fuels
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Donald Trump StructuralThe Trump administration's Department of Justice filed criminal charges in California.Moves Energy Fuels
Connections
The 40 strongest of 85, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Vacuumschmelze Transactional
Energy Fuels acquired Vacuumschmelze for $1.9 billion to integrate REE mining and magnet manufacturing.
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SEC Structural
Energy Fuels is subject to the regulatory oversight and filing requirements of the U.S. Securities and Exchange Commission.
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Navajo Nation Structural
The company operates under the explicit permission and jurisdictional allowance of the Navajo Nation for the transport of uranium ore.
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Madagascar Structural
Energy Fuels holds and develops mineral sands projects, such as Toliara, within Madagascar.
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Estonia Structural
Energy Fuels relies on the importation of waste processed by the mill located in Estonia.
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General Motors Structural
Energy Fuels is a critical supplier of magnets for General Motors' manufacturing operations.
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Bruce Hansen Structural
Bruce Hansen serves as the Chair of the Board for Energy Fuels and holds company stock.
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uranium Operational
Energy Fuels actively produces and supplies uranium, participating directly in the commodity market.
Show all 40 connections
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Centrus Energy Operational
Both companies actively compete as uranium producers within the U.S. nuclear fuel market.
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Cameco Operational
Cameco and Energy Fuels are direct competitors in the uranium production market, frequently compared on financial performance and market exposure.
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Jared Huffman Operational
Jared Huffman is leading an inquiry into potential insider trading activities at Energy Fuels.
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PENTAGON Transactional
PENTAGON and its related entities have provided conditional loans and struck deals with Energy Fuels.
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ABR Operational
ABR provides financial recommendations and ratings that influence the market perception of Energy Fuels.
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company Transactional
Energy Fuels acquired company (ASM) on April 11, 2024, to integrate its supply chain.
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Navajo Nation Structural
Energy Fuels transports uranium ore across the territory and jurisdiction of the Navajo Nation.
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Vulcan Elements Operational
Energy Fuels supplies oxides to Vulcan Elements as part of a joint partnership to establish a domestic rare earth supply chain.
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Arizona Structural
Energy Fuels conducts mining operations in Arizona and is subject to state regulatory requirements for permits.
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Goldman Sachs Transactional
Energy Fuels secured a loan commitment from Goldman Sachs.
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Curtis Moore Structural
Curtis Moore holds the position of Senior Vice President at Energy Fuels.
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Donald Trump Structural
Energy Fuels relies on favorable political actions, executive orders, and policy support from Donald Trump for its operational success.
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Maxine Dexter Transactional
The company Energy Fuels and Maxine Dexter were jointly involved in correspondence regarding an ongoing investigation.
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USA Rare Earth Operational
The two companies are actively competing against each other to secure a larger market share and influence within the rare-earth supply chain.
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Laguna Operational
Energy Fuels' operations directly impact the sacred sites of the Laguna peoples.
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Utah Shared context
Energy Fuels operates facilities and conducts business within the geographical and jurisdictional boundaries of the state of Utah.
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Greenland Operational
Greenland's resource deals influence US supply chain strategies, benefiting companies like Energy Fuels.
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North Carolina Shared context
Energy Fuels operates within the business and geographical context of North Carolina through partnerships.
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Texas Shared context
Energy Fuels operates assets and projects within the state of Texas.
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Grand Canyon Shared context
Energy Fuels operates mining activities in the vicinity of the Grand Canyon South Rim.
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Wyoming Shared context
Energy Fuels operates mining projects within the state of Wyoming.
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Denver Shared context
Energy Fuels is located and operates in the city of Denver.
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South Carolina Shared context
The company operates within the geographical and political context of South Carolina, evidenced by plans for facility expansion.
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MP Materials Operational
The companies are direct competitors operating within the rare earth market.
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Wyoming Shared context
Energy Fuels conducts business operations, specifically mining projects, within the geographical boundaries of Wyoming.
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Oklo Mentioned together
Both companies are noted as being exposed to cooling enthusiasm and market pressure within the nuclear power sector.
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antimony Mentioned together
Energy Fuels is mentioned in the context of critical mineral production, which includes antimony.
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Utah Shared context
Energy Fuels operates mining and processing facilities within the jurisdiction of Utah.
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Beijing Shared context
The company's strategic focus on rare earth alternatives is discussed within the context of global geopolitical competition, including major hubs like Beijing.
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Mill Structural
Energy Fuels utilizes the Mill facility as a production site for RE Carbonate.
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Lost Creek Shared context
Energy Fuels operates within the location Lost Creek.
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San Juan County Shared context
Energy Fuels operates within the geographic boundaries of San Juan County.
History
Events by the month they beganOctober 2026
1 eventSeptember 2026
3 events- Energy Fuels, MP Materials, and USA Rare Earth are competing for a larger role in the rare-earth supply chain.
- Energy Fuels is building a plant in Utah as U.S. buyers seek non-Chinese sources amid Chinese supplier refusals.
- Energy Fuels partnered with a rare earth magnet manufacturer based in North Carolina.
August 2026
5 events- Energy Fuels transported uranium ore from Pinyon Plain near Grand Canyon to a mill in Utah, with Navajo Nation approval.
- Energy Fuels strengthens its integrated mine-to-magnet platform through an acquisition involving Australian Strategic Materials Limited.
- Energy Fuels qualified terbium oxide for commercial use.
- Energy Fuels announced a $427 million investment and held a roundtable discussion in Tooele County, Utah.
- Energy Fuels is pursuing strategic diversification of rare earth supply chains through expansion at its White Mesa Mill and utilizing an Australian joint venture.
Show 2 earlier months
July 2026
3 events- Energy Fuels transported uranium ore across the Navajo Nation, leading to an accident investigation by NTSB and ADOT.
- Energy Fuels is operating various projects across multiple states, including the Alta Mesa project in Texas, mining projects in Wyoming, and the White Mesa Mill in Utah.
- Energy Fuels is seeking permits from Arizona regulators for a mine operating near the Grand Canyon South Rim.
June 2026
27 events- Energy Fuels is expanding its critical minerals processing capabilities in Utah, including constructing a rare earth metals facility.
- OSC committed a loan to help scale up Energy Fuels' processing capabilities.
- Operations by Energy Fuels impact sacred sites of Laguna and Navajo peoples while seeking renewed permits in New Mexico.
- Market analysis of the uranium sector, focusing on Kazatomprom in Kazakhstan and the impact of market selloffs on U.S. uranium miners.
- A company produces HREEs from mined ores in the US, utilizing facilities in Fort Worth and Independence, while managing projects in Madagascar, Brazil, and Australia.
- Energy Fuels is producing U.S.-produced heavy rare earth oxides at its White Mesa Mill in Utah.
- Energy Fuels operates the Pinyon Plain mine in Arizona and the Pandora mine in Utah.
- Energy Fuels operates its White Mesa Mill in Utah and utilizes conventional assets in Arizona.
- Energy Fuels acquired Vacuumschmelze for $1.9 billion, combining REE mining and magnet manufacturing capabilities.
- Energy Fuels is advancing projects in Madagascar, Brazil, and Australia, while also operating facilities in Utah and being based near Denver.
- US strategy is focused on building domestic alternatives for rare earth materials.
- PENTAGON provided a conditional loan to Energy Fuels, which operates processing capabilities in Utah.
- Energy Fuels acquired the Toliara Mineral Sands Project in Madagascar, amidst China's dominance in the REE market.
- IsoEnergy Ltd. holds mines in Utah and utilizes a toll milling arrangement with Energy Fuels, while KPMG LLP was re-appointed as its auditor.
- Energy Fuels and Vulcan Elements are partnering to utilize the White Mesa Mill in Utah to establish a domestic rare earth pipeline.
- Energy Fuels processes ore at its White Mesa Mill in Utah while Oklo presents at the EnerCom Denver Conference.
- ABR's valuation was calculated based on brokerage recommendations for Energy Fuels.
- Cameco and Energy Fuels are currently operating as uranium producers in the market.
- Energy Fuels sold 50,000 pounds of uranium, noting that high-grade mining leads to lower production costs.
- Energy Fuels advanced projects in Utah, detailing Cameco's stake in the mill and contributions from various mines.
- Cameco's costs increased due to Key Lake mill maintenance, and Cameco lagged Energy Fuels in stock gains.
- MP Materials outperformed Energy Fuels and Lynas in stock growth as of August 2025.
- Companies including Mill, Energy Fuels, and MP Materials are producing and selling rare earth materials to Asian markets.
- Energy Fuels supplies rare earth oxides to Apple Inc.
- Energy Fuels and Vulcan Elements signed an MOU on August 28, 2025, aiming to establish a domestic supply chain.
- Energy Fuels began supplying oxides to Vulcan Elements.
- Financial metrics, specifically debt-to-capital ratios, were reported for Cameco, Energy Fuels, and Centrus Energy.