---
schema_version: "secwatch.filing_event.v1"
accession: "0001062993-26-005306"
form_type: "8-K"
ticker: "UUUU"
cik: "0001385849"
company_name: "ENERGY FUELS INC"
filed_at: "2026-10-13T21:08:49+00:00"
generated_at: "2026-10-13T21:10:11.428884+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "medium"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001062993-26-005306
- form_type: 8-K
- ticker: UUUU
- cik: 0001385849
- company_name: ENERGY FUELS INC
- filed_at: 2026-10-13T21:08:49+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: medium
- sec_items: 2.01, 1.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1385849/000106299326005306/0001062993-26-005306-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1385849/000106299326005306/form8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001062993-26-005306
- JSON: https://secwatch.observer/filing/0001062993-26-005306.json
- Plain text: https://secwatch.observer/filing/0001062993-26-005306.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.