Episode Details

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.

Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-completes-oversubscribed-700-million-funding-for-ree-uranium-duo-track-8223

Recording date: 14th January 2026

Energy Fuels CEO Mark Chalmers discusses the company's breakout 2025 performance as the best-performing uranium stock, with returns more than double its nearest competitor. This in-depth interview covers Energy Fuels' unique positioning as America's only integrated critical minerals platform, combining uranium production targeting 2+ million pounds annually with rare earth processing capabilities at the White Mesa Mill.
Key discussion points include:

- Uranium production ramp to 2M+ pounds and December's record 350,000-pound monthly output
- White Mesa Mill's rare earth processing capabilities and recent IMREC circuit addition
- Toliara project in Madagascar: world-class heavy mineral sands with $1.5B+ NPV
- $700M convertible note at just 0.75% coupon—dramatically below competitor rates
- Donald project and White Mesa upgrade feasibility studies expected Q1 2026
- Government engagement on critical minerals security
- Strong balance sheet with ~$1 billion cash providing development flexibility

View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuels