From Mine to Magnet: Energy Fuels’ Strategy to Build a Western Critical Mineral Supply Chain

Podcast: Dig Deep · Rob Tyson

Opublikowano: 2026-10-12

In this episode we chat to Ross Bhappu, CEO of Energy Fuels, a company working to establish an integrated rare earth supply chain at a time when securing critical minerals and reducing Western dependence on China have become major industry priorities. Ross brings a unique perspective, having spent nearly 25 years investing in mining companies before transitioning into operational leadership. We discuss Energy Fuels' mine-to-magnet strategy, its recent acquisitions, the capital required to deliver its ambitions, and the role of government support in developing a competitive Western rare earth industry. We'll also explore Ross's approach to...