CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Sep. 30, 2026	Dec. 31, 2025
Assets:
Cash and cash equivalents	$ 211,217	$ 181,738
Prepaids and deposits	3,391	2,953
Supplies inventories, net	1,712	1,416
Receivables	376	609
Equity investment securities	0	776
Current assets	216,696	187,492
Property, plant, and equipment and assets held-for-sale, net	53,271	53,005
Restricted cash	14,598	22,493
Prepaids, non-current	14	37
Total assets	284,579	263,027
Liabilities:
Accounts payable, accrued expenses, and other liabilities	7,346	7,712
Contract liabilities	4,150	0
Asset retirement obligation	4,509	22
Current liabilities	16,005	7,734
Deferred gain on sale of royalty	29,839	29,839
Asset retirement obligation, non-current	1,183	11,751
Other liabilities	0	8
Total liabilities	47,027	49,332
Commitments and contingencies - Note 17
Stockholders’ equity
Common stock, $0.0001 par value; 1,400,000,000 shares authorized; 93,183,554 issued and outstanding at September 30, 2026, and 83,025,384 issued and outstanding at December 31, 2025, respectively	9	8
Additional paid-in capital	1,159,455	1,040,417
Accumulated deficit	(921,912)	(826,730)
Total stockholders’ equity	237,552	213,695
Total liabilities and stockholders’ equity	$ 284,579	$ 263,027