Energy Fuels unveils investor presentation on expanded critical materials mine-to-magnet strategy

Energy Fuels unveiled an investor presentation detailing its expanded critical materials strategy and planned mine-to-magnet integration.

Key Highlights:

• Furnished investor presentation on expansion of critical materials operations, filed as Exhibit 99.1 under Regulation FD.
• Plans to expand White Mesa Mill separation capacity up to 60 ktpa monazite producing ~6.3 ktpa NdPr and significant Dy/Tb output.
• Pending acquisitions of VAC and ASM to add magnet manufacturing and metallization/alloy capabilities, creating a mine-to-magnet platform.
• Sumter magnet facility producing today (~2 ktpa) with scalability to 12 ktpa, expected to drive near-term EBITDA uplift (~$400M+ run-rate at 12 ktpa stated).
• Uranium business scaling toward 1.5–2.5M+ lbs U3O8 in 2026 with over 1.5M lbs produced in H1-2026 and multiple long-term contracts.

Original SEC Filing:

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