Supplier · United States
Energy Fuels
HQ Lakewood, United StatesFounded 1987NYSE American:UUUU
US uranium and rare-earth producer that separates NdPr oxide from monazite at the White Mesa Mill in Utah and is adding heavy rare-earth (Dy, Tb) circuits.
Technologies1
| Technology | Role | Maturity | TRL | Notes | Confidence |
|---|---|---|---|---|---|
| Rare-earth separation and refining | Supplier | Fielded | — | — | Confirmed |
Maturity and TRL describe this organization's work; the field-wide maturity is on each technology's page.
Government awards & programs1 award · up to $725M ceiling
Awards received1
| Announced | Award | Agency | Type | Program | Obligated | Ceiling | Confidence |
|---|---|---|---|---|---|---|---|
| Jun 18, 2026 | OSC conditional loan commitment for rare earth processingpress:energy-fuels:2026-06-18 | Office of Strategic Capital | Loan | — | — | Up to $725M | Confirmed |
- OSC conditional loan commitment for rare earth processingJun 18, 2026 · LoanConfirmedUp to $725MCeiling
Obligated is what has been committed so far; ceiling is the most the award can reach. Joint values cover all recipients and are excluded from this company’s money totals.
Supply chain3 inputs · 1 supplier · 1 customer · 1 facility
Produces, processes or develops2
| Input | Relation | Criticality | Capacity | Global share | Facility | Confidence |
|---|---|---|---|---|---|---|
| Dysprosium and terbium | Develops | Critical | — | — | White Mesa Mill | Confirmed |
| NdPr oxide | Produces | Critical | 1,000 tonnes/yr NdPr oxide | — | White Mesa Mill | Confirmed |
- Develops · White Mesa MillHeavy rare-earth circuits under construction: up to ~20 t/yr Tb oxide and 120 t/yr Dy oxide.CriticalConfirmed
Depends on1
| Input | Relation | Criticality | Capacity | Global share | Facility | Confidence |
|---|---|---|---|---|---|---|
| Mixed rare-earth concentrate | Consumes | High | — | — | White Mesa Mill | Confirmed |
Suppliers1
| Supplier | Supplies | Notes | Confidence |
|---|---|---|---|
| Chemours | Mixed rare-earth concentrate | Monazite concentrate from heavy mineral sand mines. | Confirmed |
Customers1
| Customer | Supplies | Notes | Confidence |
|---|---|---|---|
| Vulcan Elements | NdPr oxide | MOU; initial validation quantities of light and heavy separated oxides. | Confirmed |
Facilities1
| Facility | Kind | Location | Status | Confidence |
|---|---|---|---|---|
| White Mesa Mill | Refinery | Blanding, Utah, United States | Operating | Confirmed |
- White Mesa MillRefinery · Blanding, Utah, United StatesOperatingConfirmed
Sources4
Profile1
- 1Regulatory filingEnergy Fuels Inc. Form 424B5 (SEC)
Supports Organization · founded year
“Energy Fuels Inc. was incorporated on June 24, 1987 in the Province of Alberta under the name "368408 Alberta Inc."”
Technologies1
- 2
Energy Fuels · Jul 29, 2026 · Supports Facility, Organization, Organization input, Organization technology
“The Mill has the current commercial capacity to produce up to 1,000 tonnes per annum (tpa) of separated NdPr oxide.”
Government1
- 3Government recordThe Department of War's Office of Strategic Capital Signs $725 Million Conditional Loan Commitment With Energy Fuels, Inc.
U.S. Department of War · Jun 18, 2026 · Supports Government award, Organization
“a $725 million conditional loan commitment with Energy Fuels, Inc. to scale the company's domestic processing of rare earth elements”
Supply chain1
- 4
Energy Fuels · Aug 26, 2025 · Supports Organization input, Supply relationship
“Energy Fuels currently sources monazite concentrates from heavy mineral sand mines owned by The Chemours Company”
Each fact on this page is attached to the sources that support it. Archived copies are linked when we keep one.