Company Interviews · Crux Investor

Energy Fuels Inc. (NYSE:UUUU) - From Uranium Producer to Rare Earth Powerhouse

·17 min·1 clip
Mark Chalmers claims Energy Fuels has cracked the code to compete with China in rare earths.
CEO Mark Chalmers discusses Energy Fuels' transformation from a uranium producer to an integrated rare earth powerhouse, highlighting progress on projects like Donald, capital raises with Goldman Sachs, and strategies to compete with China. He also announces his transition to a consultant role while emphasizing the company's growth trajectory.

As heard by us

A disciplined uranium story about expanding into a broader critical-mineral platform.

Energy Fuels reads as a disciplined capital story: a uranium producer trying to grow into a broader critical-mineral platform without losing sight of the core business.

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Why you'd press play

You want the numbers behind a uranium-led critical-minerals pivot.

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