TSX:EFROil and Gas
Is Energy Fuels (TSX:EFR) Trading Uranium Stability for Capital-Heavy Rare Earths Ambitions?
In late January 2026, Energy Fuels confronted confusion around a U.S. Department of Energy nuclear innovation initiative while investors weighed its rising uranium sales, rare earth ambitions, and elevated cash burn.
An updated feasibility study for the Toliara rare earths project in Madagascar, with a projected US$1.80 billions NPV, underscores how Energy Fuels is tying its future to critical minerals and Western supply-chain security.
We’ll now examine how this DOE policy...