Energy Fuels Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
5analysts covering
FY EPS (est.)
-$0.28next fiscal year
Monitoring Framework
Key Performance Indicators
Uranium Production (U3O8) Annually1.6MTarget: 1,500,000 to 2,500,000 lbs
NdPr Oxide Production Capacity Annually1KTarget: 6,000 tonnes per annum by 2029
Watch Items
- Australian Strategic Materials (ASM) Acquisition ClosingTrigger: Targeted close mid-2026Action: Monitor regulatory approvals, shareholder votes, and final integration steps to establish downstream metallization capabilities.
- Donald Project Final Investment Decision (FID)Trigger: Construction decision expected in 2026Action: Track financing, offtake agreements, and construction timelines to secure long-term monazite feedstock supply.
- Vara Mada Project Permitting and DevelopmentTrigger: Madagascar government transition delaysAction: Monitor local political developments and regulatory milestones to ensure multi-decade mine life economics are realized.
Research as of 19 Jun 2026