Fusion Fuel Green Acquires Controlling Interest in Royal Uranium

Written by Emily J. Thompson, Senior Investment Analyst

Updated: Feb 18 2026

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Fusion Fuel Green entered into a definitive agreement to acquire a controlling interest in Royal Uranium, a diversified portfolio of uranium royalties spanning the exploration and development sectors of the mining cycle, in a strategic share exchange transaction. The company said, "This acquisition is expected to provide Fusion Fuel with direct exposure to one of the most compelling and increasingly fundamental asset classes supporting global energy security and the rapid expansion of AI-driven infrastructure and the nuclear power required to support it. By gaining meaningful exposure to sixteen uranium and three natural gas royalties in the Americas, Fusion Fuel believes that it is poised to secure long-term economic participation in the energy sources increasingly required to power AI infrastructure, electrification and global decarbonization. The acquisition is expected to position Fusion Fuel at the intersection of three powerful structural trends: The accelerating global demand for electricity driven by the need for enhanced power security and the increasing demand from AI and data center infrastructure; A growing structural supply deficit in uranium, alongside a renewed global commitment to nuclear energy as a critical source for reliable, low-carbon baseload power; and An increasing strategic focus on secure, regional access to critical energy materials, particularly within the Americas, as governments and industries prioritize supply chain resilience, energy independence and regional security. Global data center power demand is expected to grow more than 160% by 2030, with AI-related power demand projected to increase materially over the balance of the decade.1 At the same time, uranium demand is forecast to increase significantly through 2040, with supply growth lagging demand, creating a structural deficit environment." Fusion Fuel has entered into a definitive Share Exchange Agreement dated February 18 with certain shareholders of Royal Uranium, pursuant to which Fusion Fuel is expected to acquire between 75-100% of the shares of Royal Uranium, in consideration for the allotment of up to 3,750,025 shares in Fusion Fuel to the current shareholders of Royal Uranium. The transaction is expected to close in the first half of 2026.

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About HTOO

Fusion Fuel Green PLC is an Ireland-based holding company. The Company provides full-service energy engineering and advisory solutions. It specializes in green hydrogen and broader industrial gas applications. It has developed a Proton Exchange Membrane (PEM) electrolyzer, known as the Direct Coupled Photo Electrochemical Hydrogen Generator (the HEVO), which is used to produce green hydrogen. The HEVO technology incorporates a modular building-block architecture designed for small-to-midscale green hydrogen projects. Its focus is on research and development related to HEVO technologies. It is a supplier of electrolyzer technology for third-party-led and owned projects and offers engineering and procurement services for developers constructing hydrogen plants. Its solar-to-green hydrogen plant, H2Evora, comprises approximately 15 HEVO-Solar generators equipped with generation of HEVO micro-electrolyzer. Its subsidiaries are Fusion Fuel Spain, S.L., Fusion Fuel USA, Inc., and others.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Fusion Fuel Acquires 2% NSR Royalty from Royal Uranium

13 hours agoNewsfilter

Royalty Acquisition: Fusion Fuel plans to acquire a 2% Net Smelter Return (NSR) royalty from Royal Uranium on mineral claims MC00040006 and MC00040007, which is expected to enhance the company's mining investment portfolio in the Asia-Pacific region.
Resource Potential: The Shea Creek Joint Venture has discovered four uranium deposits in the Western Athabasca Basin, with a 2022 technical report estimating uranium resources at 67.57 million pounds, indicating strong expansion potential that could drive future revenue growth.
Market Demand: Global uranium demand is projected to reach 397 million pounds by 2040, a 118% increase from 2025 levels, while supply is expected to grow only 14%, creating an estimated annual deficit of approximately 197 million pounds, underscoring the importance of developing-stage resources.
Strategic Partnership: Through the transaction with Royal Uranium, Fusion Fuel will gain long-term investment opportunities in uranium and natural gas resources, expected to enhance its market position in energy commodities in a capital-efficient manner.

FUSION FUEL NAMES URANIUM INVESTOR JAMES PASSIN TO BOARD AS IT PURSUES URANIUM ROYALTY STRATEGY

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Appointment Announcement: Fusion Fuel has appointed James Passin, an investor in uranium, to its board of directors.
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Fusion Fuel Green Secures $1.16 Million Contracts in Dubai

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Contract Award: Fusion Fuel Green PLC's Middle East subsidiary has secured two engineering subcontracts totaling approximately $1.16 million for residential projects in Dubai, indicating steady demand for liquefied petroleum gas infrastructure in the region.
Scope of Work: The subcontracts encompass the design, supply, installation, testing, and commissioning of centralized LPG systems for multiple buildings, with work commencing immediately in line with construction schedules.
Operational Expansion: To support operational growth, Al Shola Gas has ordered a compact LPG delivery vehicle and expects two additional bobtail trucks to arrive by March 2026, enhancing delivery capacity and service coverage.
Management Commentary: CEO John-Paul Backwell stated that these contracts will add meaningful engineering revenue to their Middle East operations and reinforce the value of their gas infrastructure capabilities, highlighting opportunities for expansion in engineering services and LPG distribution.

Fusion Fuel Acquires Royal Uranium to Strengthen Clean Energy Position

Feb 18 2026Benzinga

Acquisition Overview: Fusion Fuel has entered into a definitive Share Exchange Agreement to acquire a controlling interest of 75-100% in Royal Uranium, issuing up to 3.75 million shares to Royal Uranium's shareholders, thereby enhancing its control in the clean energy sector.
Diversified Asset Portfolio: This acquisition will provide Fusion Fuel with exposure to sixteen uranium and three natural gas royalties, expected to generate stable cash flow and benefit from the growing demand for clean energy as global electrification and AI infrastructure expand.
Market Outlook Analysis: Global data center power demand is projected to surge by over 160% by 2030, while uranium demand is expected to outpace supply, creating a sustained structural deficit that further drives Fusion Fuel's strategic positioning in the clean energy market.
Stock Performance: Despite slight gains in the broader market, Fusion Fuel's shares fell by 3.43% to $3.38, nearing its 52-week low of $2.92, reflecting ongoing challenges faced by the company.