Energy Fuels INC: management transactions · United States · SEC (Form 4)

About Energy Fuels INC

Energy Fuels Inc. is a U.S.-based critical minerals company listed on NYSE American under the ticker UUUU. Although the company was built around uranium, its strategic profile has broadened materially over time into rare earth elements and other critical minerals, giving it a rare combination of nuclear-fuel exposure and industrial supply-chain optionality. The company is headquartered in Lakewood, Colorado, and its operating footprint is primarily North American, with the White Mesa Mill in Utah serving as a key processing and separation asset. ([investors.energyfuels.com](https://investors.energyfuels.com/2026-02-26-Energy-Fuels-Announces-2025-Results-and-2026-Guidance?utm_source=openai)) Energy Fuels was originally established as a uranium-focused producer and has long been associated with mining, processing, and selling uranium used in nuclear fuel. That core business remains central, but the company has steadily expanded into rare earth recovery and separation, including the production of rare earth oxides and intermediate products from multiple feed sources. Its current development work emphasizes both light and heavy rare earths, especially materials used in permanent magnets for electric vehicles, wind turbines, and defense-related technologies. This diversification is not cosmetic: it positions the company at the intersection of energy security, strategic metals, and domestic processing capacity in the United States. ([investors.energyfuels.com](https://investors.energyfuels.com/2026-02-26-Energy-Fuels-Announces-2025-Results-and-2026-Guidance?utm_source=openai)) From a competitive standpoint, Energy Fuels stands out as a U.S.-centric supplier in markets that are heavily concentrated overseas, particularly in China. Management has highlighted the company’s ability to produce several rare earth oxides that are now subject to Chinese export controls, while also describing Energy Fuels as a leading U.S. uranium producer. That dual positioning makes the company more than a conventional miner: it is increasingly a strategic materials platform with downstream processing capability. Its competitive edge comes from a mix of mining assets, processing infrastructure, and the ability to flex between uranium and rare earth opportunities as market conditions evolve. ([investors.energyfuels.com](https://investors.energyfuels.com/2025-12-29-Energy-Fuels-U-S-Uranium-Business-Continues-to-Deliver%2C-with-Year-End-Production-and-Sales-Exceeding-Guidance?utm_source=openai)) Recent developments have been especially important. In 2025 and early 2026, Energy Fuels reported progress in heavy rare earth oxide production at White Mesa, qualification of NdPr oxide and dysprosium for permanent magnet applications, and strong uranium production and sales performance into year-end 2025. The company also completed a $600 million convertible notes issuance in October 2025 and announced an agreement in January 2026 to acquire Australian Strategic Materials, aiming to build a more integrated mine-to-metal-and-alloy rare earth champion. For investors, UUUU offers exposure to uranium, U.S. industrial policy, and rare earth supply-chain reshoring, all within a U.S.-listed NYSE American name. ([investors.energyfuels.com](https://investors.energyfuels.com/2025-10-01-Energy-Fuels-Announces-Pricing-of-Upsized-600-Million-Offering-of-0-75-Convertible-Senior-Notes-Due-2031?submitted=1&utm_source=openai))