Supplier · United States

Energy Fuels

HQ LakewoodFounded 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.

SupplierFieldedNuclear fuel supply chain Rare-earth separation and refining

News2

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Jun 18, 2026NewsPentagon inks pair of rare earth mineral loans for $1.2 billionBreaking Defense Jun 18, 2026Government recordThe Department of War's Office of Strategic Capital Signs $725 Million Conditional Loan Commitment With Energy Fuels, Inc.U.S. Department of War

Capabilities2

Capabilities
Technology	Role	Maturity	TRL	Notes	Confidence
Nuclear fuel supply chain	Supplier	Fielded	—	Uranium mining (Pinyon Plain, La Sal) and U3O8 milling at White Mesa, Utah; about 1.6 million lb produced in the first half of 2026.	Confirmed
Rare-earth separation and refining	Supplier	Fielded	—	—	Confirmed

Nuclear fuel supply chain
Supplier
Uranium mining (Pinyon Plain, La Sal) and U3O8 milling at White Mesa, Utah; about 1.6 million lb produced in the first half of 2026.
FieldedConfirmed
Rare-earth separation and refining
Supplier
FieldedConfirmed

Maturity and TRL describe this organization's work; the field-wide maturity is on each technology's page.

Supply Chain3 inputs · 1 supplier · 1 customer · 1 facility

Produces, processes or develops2

Inputs produced
Input	Relation	Criticality	Capacity	Global share	Facility	Confidence
NdPr oxide	Produces	Critical	1,000 tonnes/yr NdPr oxide	—	White Mesa Mill	Confirmed
Dysprosium and terbium	Develops	Critical	—	—	White Mesa Mill	Confirmed

NdPr oxide
Produces · 1,000 tonnes/yr NdPr oxide · White Mesa Mill
CriticalConfirmed
Dysprosium and terbium
Develops · White Mesa Mill
Heavy rare-earth circuits under construction: up to ~20 t/yr Tb oxide and 120 t/yr Dy oxide.
CriticalConfirmed

Depends on1

Inputs consumed
Input	Relation	Criticality	Capacity	Global share	Facility	Confidence
Mixed rare-earth concentrate	Consumes	High	—	—	White Mesa Mill	Confirmed

Mixed rare-earth concentrate
Consumes · White Mesa Mill
Monazite concentrate feedstock.
HighConfirmed

Suppliers1

Suppliers
Supplier	Supplies	Notes	Confidence
Chemours	Mixed rare-earth concentrate	Monazite concentrate from heavy mineral sand mines.	Confirmed

Chemours
Supplies Mixed rare-earth concentrate
Monazite concentrate from heavy mineral sand mines.
Confirmed

Customers1

Customers
Customer	Supplies	Notes	Confidence
Vulcan Elements	NdPr oxide	MOU; initial validation quantities of light and heavy separated oxides.	Confirmed

Vulcan Elements
Supplies NdPr oxide
MOU; initial validation quantities of light and heavy separated oxides.
Confirmed

Facilities1

Facilities
Facility	Kind	Location	Status	Confidence
White Mesa Mill	Refinery	Blanding, Utah, United States	Operating	Confirmed

White Mesa Mill
Refinery · Blanding, Utah, United States
Operating
Confirmed

Sources10

Profile6

1
Government 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 Organization
“a $725 million conditional loan commitment with Energy Fuels, Inc. to scale the company's domestic processing of rare earth elements”
2
DatabaseEnergy Fuels - PitchBook company profile
PitchBook · Supports Organization · linkedin url, Organization · x url
“linkedin_url: https://www.linkedin.com/company/energy-fuels-resources”
3
DatabaseEnergy Fuels - Crunchbase company profile
Crunchbase · Supports Organization · linkedin url, Organization · x url
“linkedin_url: https://www.linkedin.com/company/energy-fuels-resources”
4
DatabaseEnergy Fuels - LinkedIn company profile
LinkedIn · Supports Organization · linkedin url
“linkedin_url: https://www.linkedin.com/company/energy-fuels-resources”
5
DatabaseEnergy Fuels - Owler company profile
Owler · Supports Organization · linkedin url, Organization · x url
“linkedin_url: https://www.linkedin.com/company/energy-fuels-resources”
6
Regulatory 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."”

Technologies3

7
CompanyCommercial-Scale 'Heavy' Rare Earth Plant Now Under Construction in Utah
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.”
8
CompanyEnergy Fuels Expects to Achieve Full-Year Uranium Production Guidance by Mid-Year
Energy Fuels · Jun 11, 2026 · Supports Organization technology
“This equates to average monthly production of more than 265,000 pounds of U3O8 from the processing of ores mined at the Company's U.S. conventional assets, including the Pinyon Plain mine in Arizona and La Sal Complex in Utah.”
9
CompanyWhite Mesa Mill
Energy Fuels · Supports Organization technology
“The White Mesa Mill is the only fully-licensed and operating conventional uranium mill in the United States.”

Supply chain1

10
CompanyEnergy Fuels and Vulcan Elements Join Forces to Advance U.S. Rare Earth Magnet Security
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.