Logotype for Energy Fuels Inc

Energy Fuels (EFR) investor relations material

Energy Fuels Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Energy Fuels Inc
Q2 2025 earnings summary7 Aug, 2025

Executive summary

  • Achieved record uranium production at Pinyon Plain, driving lower-cost output and positioning for higher margins in coming years.

  • Advanced rare earth and heavy mineral sands projects, including final regulatory approval for the Donald Project and feasibility progress at Toliara and Bahia.

  • Improved rare earth pricing, especially ex-China, with DY and TB prices 350% higher than China.

  • Strengthened balance sheet and improved financial results compared to Q1 2025.

  • Appointed new executive officers to support global growth and expertise.

Financial highlights

  • Ended Q2 2025 with $253M in working capital, $71.49M in cash, $126.41M in marketable securities, and no debt.

  • Net loss in Q2 was $22M (10¢/share), improved from Q1's $26M loss (13¢/share).

  • Sold 50,000 lbs of uranium at $77/lb, achieving a 31% margin and $3.85M in revenue.

  • Inventory includes 1,875,000 lbs U3O8, 905,000 lbs vanadium, and significant REE oxide stock.

  • Total assets increased 15% year-over-year to $702.47M; current liabilities decreased 40% to $35.67M.

Outlook and guidance

  • 2025 uranium production guidance: 875,000–1,435,000 lbs newly mined uranium; finished uranium expected between 700,000–1,000,000 lbs by year-end.

  • Projected uranium production for 2025: 1,000,000 lbs finished U3O8, with 1.1–1.4M lbs expected in Q4 2025–Q1 2026.

  • Pinion Plain Mine expected to drive costs down to $23–$30/lb recovered uranium.

  • Commercial-scale heavy REE oxide production could begin in Q4 2026, pending pilot results.

  • Donald Project FID possible by end of 2025; Toliara Project FID possible in 2026, subject to agreements.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Energy Fuels earnings date

Logotype for Energy Fuels Inc
Q3 202531 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Energy Fuels earnings date

Logotype for Energy Fuels Inc
Q3 202531 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Energy Fuels Inc. (Energy Fuels) is a producer of uranium in the United States, primarily engaged in the extraction, recovery, exploration, processing, and sale of uranium, vanadium, and rare earth elements. Utilizing both conventional and in-situ recovery (ISR) methods, the company operates three strategic facilities: the White Mesa Mill in Utah for conventional processing, the Nichols Ranch Plant in Wyoming, and the Alta Mesa Plant in Texas for ISR. Energy Fuels is distinguished for its significant uranium production capacity, contributing to a considerable portion of U.S. uranium output. It is also the only primary producer of vanadium in the U.S., with substantial vanadium resources and production capabilities, particularly through its White Mesa Mill, which stands as the only conventional vanadium mill in the country. Moreover, Energy Fuels is emerging as a player in the commercial rare earth business, processing monazite to recover uranium and produce a marketable mixed rare earth element carbonate, highlighting its role in reestablishing a U.S. rare earth element supply chain. The company was incorporated in 1987 and is headquartered in Lakewood, Colorado. Its shares are traded on the NYSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage