Energy Fuels (EFR) Corporate presentation summary

Strategic vision and core business

• Aims to build a globally significant critical minerals company in the US, leveraging a foundation in uranium production and expanding into rare earth elements (REE), vanadium, titanium, and zirconium.

• Focuses on high-value materials from minerals that naturally contain uranium or are found alongside uranium-bearing minerals.

Diversified asset portfolio

• Operates a range of assets across the US, Australia, Brazil, and Madagascar, covering uranium, vanadium, and heavy mineral sands (HMS) at various development stages.

• White Mesa Mill is the only operating conventional uranium mill in the US, with capacity for uranium and REE processing.

Uranium operations and growth

• Leading US producer of U3O8, with Pinyon Plain and La Sal Complex mines in production and several large-scale development projects in the pipeline.

• Nearly 70 million pounds of combined uranium resources, with potential annual production of up to 6 million pounds.

• Growing portfolio of long-term uranium sales contracts with US nuclear utilities, with deliveries escalating through 2030.