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Podcast: Company Interviews
Episode: Energy Fuels (NYSE:UUUU) - US Critical Minerals Production Hub
Description: Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/the-next-uranium-supercycle-energy-fuels-isoenergy-on-geopolitics-mills-and-market-gaps-7209Recording date: 21st July 2025Energy Fuels (NYSE/TSE) has emerged as a unique critical minerals company, anchored by its position as the largest uranium producer in the United States while strategically expanding into rare earth elements production. Under CEO Mark Chalmers' leadership, the company operates the White Mesa Mill, which serves as a critical processing hub capable of switching between uranium and rare earth campaigns, providing operational flexibility and consistent cash flow generation.<...