Morning Briefing: Energy Fuels Publishes Feasibility Study for Vara Mada Rare Earth Project
Jan 8, 2026
The latest briefing dives into Energy Fuels' feasibility study on the Vara Mada project, highlighting its potential to meet significant US rare earth demand. Banyan Gold reports impressive drill results in Yukon, creating excitement around its discoveries. Surge Copper is pushing forward with pre-feasibility drilling at the Berg project, enhancing its resource outlook. Meanwhile, Orosur Mining shares strong drill intercepts and updates on permitting for its PEPA deposit. It's a treasure trove of opportunities in the mining sector!
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Varamada's Strong Economics And Strategic Role
Energy Fuels' updated Varamada feasibility study shows a $1.8 billion NPV and a 24.9% IRR, signaling strong project economics.
The project could materially boost U.S. supply of light and heavy rare earth oxides, reducing import reliance.
insights INSIGHT
Potential To Meet U.S. Rare Earth Demand
At full capacity Varamada plus other HMS projects could supply up to 30% of U.S. light REE oxide demand and 85% of heavy REE oxide demand.
That scale positions Energy Fuels as a potential cornerstone supplier for U.S. commercial and government needs.
insights INSIGHT
Domestic Processing At White Mesa Mill
Energy Fuels plans to import monazite concentrates for processing at its White Mesa Mill in Utah into high-purity separated REE oxides.
This domestic processing step targets both commercial and allied-government customers, strengthening supply chain security.
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Energy Fuels released results of its updated feasibility study for the Vara Mada project in Madagascar. There are new drill results reported by Banyan Gold, Surge Copper and Orosur Mining.
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