Energy Fuels Secures $725 Million Pentagon Commitment for Critical Minerals
How a conditional nine-figure injection from the Pentagon is transforming a domestic uranium powerhouse into the cornerstone of America's independent "mine-to-magnet" supply chain.

When Uncle Sam decides to break up a monopoly, he doesn't just write a sternly worded letter; he cuts a nine-figure check.
In its latest bid to decouple from China’s dominant chokehold on critical minerals, the U.S. government is betting big on the domestic processing sector. The beneficiary of this massive federal push is Energy Fuels Inc. (NYSE: UUUU | TSX: EFR), which secured a staggering conditional loan commitment of up to $725 million from the Department of War’s Office of Strategic Capital (OSC).
Wall Street did not hide its enthusiasm. Shares of the Colorado-headquartered critical materials giant surged more than 16% to touch $17.79 in pre-market New York trading following the news. It is a massive vote of confidence for a company that has historically built its reputation as a uranium powerhouse but is now pivoting gigawatt-style into the highly technical world of rare earth element (REE) midstream processing.




