Energy Fuels amends VAC merger deal over customer dispute; CLO to depart

ENERGY FUELS INC

First Amendment signed Oct 13, 2026 to the June 23, 2026 VAC merger deal with Ara Partners; addresses a customer supply-agreement dispute, potential settlement, debt repayment and price adjustments.
VAC deal for 100% of VAC Group B.V. and Ara VAC TOPCO US LLC still subject to closing conditions; VAC runs operations in Germany, Slovakia, Malaysia, Finland and China.
Planned departure disclosed for Energy Fuels' Chief Legal Officer and EVP, Global Government Relations; no name, successor or effective date given.
ASM Acquisition of Australian Strategic Materials closed Aug 28, 2026, adding the Dubbo Project in New South Wales and the Korean Metals Plant; pro forma figures filed as Exhibit 99.3.
Also disclosed: 15.3% interest in Australia's Donald REE/HMS Project with earn-in to 49%, and a conditional U.S. Office of Strategic Capital loan of up to $725M over 20 years.

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