Energy Fuels (EFR) investor relations material

Critical materials production and strategy

• Produces uranium, vanadium, rare earth elements, titanium, and zirconium, supporting clean energy and advanced technologies.

• Leading U.S. producer of uranium and vanadium, and emerging global leader in rare earths and heavy mineral sands.

• Focuses on leveraging existing infrastructure and diverse assets to supply in-demand critical materials.

Asset portfolio and project development

• Operates a diversified portfolio of mines and processing facilities in the U.S. and allied nations, including White Mesa Mill, Pinyon Plain, La Sal Complex, and Sheep Mountain.

• Expanding into heavy mineral sands and rare earth projects in Australia (Donald), Madagascar (Vara Mada), and Brazil (Bahia).

• Standby and development uranium projects could add up to 500,000 lbs annual production within 6-12 months of a "Go" decision.

Uranium production and sales

• Top U.S. uranium producer, scaling toward 2M+ lbs U3O8/year, with 1.7M lbs mined in 2025 and a 1M lb milestone reached in April.

• Six long-term contracts with U.S. utilities, with deliveries contracted through 2032 and 2025 sales at $74.20/lb.

• White Mesa Mill is the only operating conventional uranium mill in the U.S., with 8M+ lbs annual licensed capacity.