Ur-energy Inc. · TSX:URE

Ur-energy — Investor Presentation (July 2026)

15 slides from Ur-energy's investor presentation, Jul 13, 2026

  1. Slide 1: Corporate Presentation – July 2026

    NYSE American: URG | TSX:URE Corporate Presentation – July 2026 Lost Creek ISR Processing Plant

  2. Slide 2: Disclaimer

    Disclaimer Cautionary Note Regarding Forward-Looking Statements: This presentation contains “forward-looking statements,” within the meaning of applicable securities laws, regarding events or conditions that may occur in the future. Such statements include, without limitation, our ability and timing

  3. Slide 3: Powerful Nuclear and Uranium Market Tailwinds

    Powerful Nuclear and Uranium Market Tailwinds Demand growth  AI-driven data center growth increasing U.S. power demand1 Nuclear momentum  Reactor restarts, life extensions & SMRs expanding long-term demand2 U.S. government support & energy security  U.S. policies supporting domestic nuclear fuel

  4. Slide 4: Ur-Energy - U.S. Uranium Producer & Developer

    Ur-Energy - U.S. Uranium Producer & Developer  Established ISR production at Lost Creek Ur-Energy’s Wyoming Uranium Assets with a 12+ year track record  Commenced initial operations at Shirley Basin in April 2026; our second ISR mine  1.3M pounds in contracted uranium sales for 2026  4.2M pounds

  5. Slide 5: Lost Creek

    LOST CREEK WYOMING ISR FACILITY Measured & Indicated Resource* 11.9M lbs. @ 0.048% grade Inferred Resource* 10.4M lbs. @ 0.047% grade Mine Life* 13 years remaining Annual Capacity (Mine/Plant) 1.2M lbs. / 2.2M lbs. Economics** All in Cost ~$55/lb. NPV (8%) $244.1M IRR 65.7% Net Cash Flow $442.2M * L

  6. Slide 6: Lost Creek Production and Growth

    Lost Creek Production and Growth  Over 3.5 million lbs. U₃O₈ produced since 2013  57,479 lbs. U₃O₈ drummed in April 2026, strongest month since 2023 restart  Flow rates improving with sand filtration expected online in Q2 2026  Existing ISR infrastructure supports scalable district growth  Mult

  7. Slide 7: Shirley Basin

    Shirley Basin WYOMING ISR FACILITY Measured & Indicated Resource* 9.1M lbs. @ 0.22% grade Mine Life* 9 years Annual Capacity (Mine/Plant) 1.4M lbs. / 2.0M lbs. Estimated Operating Cost** ~50/lb. (All-in) Economics** NPV (8%) $83M IRR 69% Net Cash Flow $119M History: The first ISR mine in the world (

  8. Slide 8: Shirley Basin Operations Underway

    Shirley Basin Operations Underway Reviving a historic Wyoming ISR district  Uranium-bearing solution flowing; uranium is being captured on resin  Regulatory approval to ship uranium-loaded resin received June 29, 2026, with first shipments expected in summer 2026.  Integrated operating model with

  9. Slide 9: Lost Creek In Situ Uranium Recovery Wellfield

    Lost Creek In Situ Uranium Recovery Wellfield In Situ Mining (also called in- situ recovery or in-situ leaching) is considered the least disruptive mining method because it extracts minerals without digging open pits or creating large waste piles. The ore stays underground, and the minerals are diss

  10. Slide 10: Sales Agreements for 5.75M lbs. U3O8 +/- flex

    Sales Agreements for 5.75M lbs. U3O8 +/- flex Year Base Contracted  Eight agreements, featuring a mix of Deliveries* (lbs. U3O8) escalated fixed pricing and market-related pricing with floors and ceilings 2026 1,300,000  Uncontracted production capacity through 2033 provides room for additional 20

  11. Slide 11: Potential Project Development Pipeline

    Potential Project Development Pipeline Lost Soldier, Great Divide Basin, WY  Technical and hydrogeologic studies underway to support a future resource estimate  Aquifer testing underway on 18 test wells, installed in 2025  Located ~17 miles from the Lost Creek ISR facility, offering potential cap

  12. Slide 12: Header House En Route to Lost Creek

    Header House En Route to Lost Creek Header House being trucked from Ur-Energy’s Casper construction facility to the Lost Creek ISR Mine. Header Houses distribute injection solution and collect uranium-bearing production fluids for a section of the wellfield – one header house for approximately 30 pr

  13. Slide 13: Ur-Energy’s Corporate Structure

    Ur-Energy’s Corporate Structure Ur-Energy NYSE:URG / TSX:URE Top Institution and Fund Holdings Share Price (7/13/26) US$1.28/C$1.81 Name Reporting Date % S/O 52 Week High/Low US$2.35/$1.12 Alps Advisors Inc. Mar-31-2026 12.31% C$3.30/$1.57 Sprott Funds Trust-sprott Uranium Miners ETF Dec-31-2025 8.0

  14. Slide 14: Growth Story in Strengthening Uranium Market

    Growth Story in Strengthening Uranium Market Positioned for Long-Term Growth  Two operating ISR facilities, supporting operational flexibility and diversification  4.2M lbs. annual licensed production and processing capacity across both facilities  Shirley Basin ramp-up underway, transport uraniu

  15. Slide 15: Positioned to Power the Nuclear Future

    Positioned to Power the Nuclear Future For more information, please contact: Corporate Headquarters 1478 Willer Drive Casper, WY 82604 Tel: 307-265-2373 Colorado Office 10758 W Centennial Road Littleton, CO 80127 Investor Relations Tel: 720-460-8534 info@ur-energy.com Follow us: 15

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