ENERGY FUELS $UUUU Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $29.2M (Est. $32.8M) 🔴; +65% YoY 🔹 EPS: -$0.20 (Est. -$0.05) 🔴 🔹 Net Loss: $52.4M Announcements: 🔹 ASM Acquisition: Completed; KMP adds commercial-scale REE metal and alloy production 🔹 VAC Acquisition: Pending; 3,500 tpa magnet-block capacity, expandable to 13,500 tpa 🔹 White Mesa Mill: Construction approved for commercial-scale heavy REE circuits Other Q3 Metrics: 🔹 Uranium Revenue: $28.4M 🔹 Working Capital: $932.3M Key Updates: 🔹 Uranium Mined: 385,000 pounds in Q3; 1.1M pounds YTD 🔹 Donald Project: Up to A$180M financing package within proposed A$200M facility Comments: 🔸 “Higher realized uranium prices supported improved margins, while we continued advancing our uranium production pipeline. The completion of the ASM acquisition was a major strategic milestone, adding commercial-scale rare earth metal and alloy production at our KMP.”

Energy Transfer formally committed to building a $1.6 billion pipeline that will move natural gas from eastern Louisiana across Mississippi, a move that comes as data centers and export terminals boost demand for the fuel.

Energy companies need to plan for disruption to be a permanent feature of their businesses, building backup capacity, diversifying supply routes and refocusing investment on security, top executives said

Energy rebate checks are on their way to 8.2 million households across New York. I know how frustrating it is to open your utility bill and see the costs keep climbing. New Yorkers deserve some breathing room, and we’re putting money back in your pockets to help.