Uranium Energy’s Strategic Move to Bolster US Market Position

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Uranium Energy Corp. is making a decisive play to enhance its influence within the domestic US uranium supply chain. The company is deploying significant capital not for short-term stock gains, but to secure control over a critical piece of infrastructure, positioning itself for long-term strategic advantage.

The move centers on Anfield Energy Inc. Uranium Energy, acting through its subsidiary UEC Energy Corp., has emerged as the cornerstone investor in a dual-track financing round recently closed by Anfield, which raised a total of $10 million. As part of this concurrent offering, Uranium Energy purchased 896,861 subscription receipts at a price of $4.46 each, contributing $4 million to the total.

This substantial investment triggers a notable shift in Anfield's shareholder register. Uranium Energy now holds approximately 28.8% of Anfield's outstanding common shares on an undiluted basis, and about 36.8% on a partially diluted basis. This transition moves the company from the role of a financial investor into that of a dominant, strategic shareholder.

Targeting a Key Infrastructure Bottleneck

The freshly raised capital has a designated purpose. Anfield plans to direct the funds into pivotal US uranium assets that are directly relevant to the domestic fuel cycle:

• The Shootaring Canyon Mill: This is one of only a handful of licensed, conventional uranium mills in the United States.
• The Velvet-Wood and Slick Rock Projects: These are advanced-stage uranium development assets.
• The West Slope Project: An opportunity for a significant expansion of resource inventory.

For market observers, the compelling narrative lies in how these assets could integrate with Uranium Energy's operations. The Shootaring Canyon Mill, in particular, represents a strategic lever. It is considered a bottleneck asset in the American uranium sector, as regulatory hurdles and high costs make constructing new mills exceptionally difficult. By securing a dominant stake in Anfield, Uranium Energy effectively gains access to vital processing capacity without the need to build it themselves.

Market sentiment appears to reflect this strategic logic. Uranium Energy's stock is currently trading at a 52-week high of $15.95, following an impressive advance of roughly 133% over the past year.

A Pivotal Shareholder Vote on the Horizon

The completed financing is merely the initial phase of this strategic shift. Anfield has scheduled a special meeting of its shareholders for approximately February 27, 2026. A key item on the agenda is a vote to formally classify Uranium Energy as a "Control Person."

This regulatory classification is necessary because Uranium Energy's influence, due to its large shareholding, exceeds that of a typical passive investor. Shareholder approval would institutionally cement Uranium Energy's leading role at Anfield, formally transitioning its position from a passive holding to one with active strategic oversight.

Strategic Implications in a Revitalized Sector

This maneuver unfolds against the backdrop of a reinvigorated uranium market. Uranium Energy is visibly executing a consolidation strategy, deepening its vertical integration within the US nuclear fuel cycle. The near-30% stake in Anfield is less a short-term profit play and more a structural power move designed to secure long-term advantages.

The transaction's primary effects can be summarized as follows:

• Securing licensed processing access, a high-barrier segment of the market.
• Enhancing vertical integration across the US nuclear fuel supply chain.
• Leveraging existing infrastructure to bypass the need for new, capital-intensive construction.
• Mitigating immediate placement and financing risks following the deal's closure.

With the funding now successfully closed, focus clearly shifts to the late-February shareholder meeting. The decision by Anfield's investors regarding the "Control Person" status will serve as the next major catalyst for Uranium Energy's strategic positioning in the domestic uranium landscape.