Recorded on July 27 2026 at NRS Studios
Energy Fuels
NYSE American: UUUU
TSX: EFR
Curtis Moore, Senior Vice President of Marketing and Corporate Development at Energy Fuels, joins Steve Yang to explain how the company is evolving beyond its position as a leading U.S. uranium producer. Curtis outlines how the White Mesa Mill gives Energy Fuels a specialized platform for processing uranium-bearing monazite into separated rare earth oxides while supporting its broader uranium business.
The conversation covers Pinyon Plain, the La Sal Complex, Nichols Ranch, the Donald Project, Vara Mada, the Bahia Project, and the company’s strategy for securing long-term monazite feedstock. Curtis also discusses the planned acquisitions of Australian Strategic Materials and VAC, which are intended to extend Energy Fuels from mining and oxide separation into rare earth metals, alloys, and permanent magnet manufacturing. He explains why vertical integration matters in rare earths, where the company sees a competitive advantage, and which milestones investors should watch over the next year.
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KEY TOPICS
Energy Fuels’ uranium production and U3O8 outlook
White Mesa Mill and rare earth separation
Pinyon Plain and low-cost U.S. uranium
Monazite and heavy mineral sand feedstock
Donald, Vara Mada, and Bahia projects
NdPr, dysprosium, and terbium oxides
Australian Strategic Materials and the Korean Metals Plant
VAC and permanent rare earth magnet manufacturing
Share structure, institutional ownership, and valuation
Near-term rare earth and acquisition catalysts
ENERGY FUELS
Website https://www.energyfuels.com/
Investor information https://investors.energyfuels.com/
HOST STEVE YANG — NATURAL RESOURCE STOCKS
Website https://www.NaturalResourceStocks.net
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CHAPTERS
00:00 Energy Fuels’ mine-to-magnet strategy
00:59 Steve Yang introduces Curtis Moore
01:18 Energy Fuels tickers and website
01:34 From uranium producer to critical materials
04:19 How heavy mineral sands and monazite fit
06:49 White Mesa and the company’s major assets
09:00 Donald Project and heavy rare earth feedstock
10:28 Building a mine-to-magnet supply chain
12:21 Could the businesses eventually be separated
12:55 Uranium company or critical-materials company
14:53 China’s dominance and supply-chain diversification
17:00 Share structure and institutional ownership
18:21 Energy Fuels’ competitive advantage
19:14 Acquiring scarce metals and magnet capacity
20:24 Three things investors should know about rare earths
24:49 Catalysts for the next 12 months
26:22 Valuation and long-term cash-flow potential
28:01 Closing remarks
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