TSX:EFROil and Gas
Is Energy Fuels (TSX:EFR) Quietly Redefining Its Story With Cheap Uranium And Rare Earths?
Energy Fuels Inc. recently reported that by June 30, 2026, it had produced about 1.6 million pounds of uranium at its White Mesa Mill in Utah, with processing costs at historically low levels of roughly US$9–US$12 per pound.
The company also confirmed that modifications at White Mesa to enable commercial heavy rare earth element production are underway, signaling a potential broadening of its revenue mix beyond uranium alone.
We’ll now examine how this combination of higher-than-planned...