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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.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.
When could Donald Project FID be made?
Assess impact of rising Dy and Tb prices.
Elaborate on Ra-226 commercial production.
When will Pinyon Plain's low costs impact margins?
Secure RE feedstock for Phase 2 expansion
Government support for RE project financing?
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Next Energy Fuels earnings date
Q3 202531 Oct, 2025
Next Energy Fuels earnings date
Q3 202531 Oct, 2025
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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.
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