Energy Fuels Inc.

Item 7.01. Regulation FD Disclosure. On July 27, 2026, Australian Strategic Minerals Limited (“ASM”) submitted a supplemental Scheme Booklet (the “Supplemental Scheme Booklet”) to the Australian Securities and Investments Commission to provide further information to ASM shareholders and option holders (together, the “Scheme Shareholders”) with respect to Energy Fuels Inc.’s (the “Company”) announcement of the entry into a definitive agreement to acquire 100% of Vacuumschmelze GmbH & Co. KG, Ara VAC TopCo US LLC and their respective consolidated subsidiaries (collectively, “VAC”) from Ara Partners, and the Company’s announcement of its entry into a conditional $725 million financing commitment with the Department of War, Office of Strategic Capital. A copy of the Supplemental Scheme Booklet, which is expected to be provided to the Scheme Shareholders, is furnished herewith as Exhibit 99.1. In accordance with General Instruction B.2 of Form 8-K, the information in this Item 7.01, including Exhibit 99.1, shall not be deemed to be "filed" for purposes of Section 18 of the Securities and Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liability of that section, and shall not be incorporated by reference into any registration statement or other document filed under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 8.01. Other Events. On May 13, 2026, the Company and its wholly owned subsidiary EFR Critical Minerals Pty Ltd. (“Bidder Sub”) entered into (i) a Deed Poll and (ii) an Option Scheme Deed Poll (together with the Deed Poll, the “Deed Polls”). Under the Deed Polls, the Company and Bidder Sub covenant in favor of the holders of such Scheme Shareholders to perform obligations under the Scheme Implementation Deed dated January 21, 2026, as amended on March 12, 2026 (together, the “Deeds”). See additional information regarding the Deeds in the Current Report on Form 8-K dated January 26, 2026 and the Current Report on Form 8-K dated March 18, 2026. No other material changes have been made to the terms and conditions of the Deeds. The foregoing description of the Deeds does not purport to be complete and is qualified in its entirety by reference to the full text of the Deeds, which are filed as Exhibit 10.1 to this Current Report on Form 8-K.