Ur-energy Inc. · TSX:URE
Ur-energy — Q2 2026 Earnings Presentation
8 slides from Ur-energy's earnings presentation, Aug 11, 2026
Slide 1: Q2 2026 Earnings and Operations Conference Call - August 11, 2026
NYSE American: URG | TSX: URE Q2 2026 Earnings and Operations Conference Call - August 11, 2026 Lost Creek ISR Processing Plant
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 (e.g., the Company’s ability and the expected or planned timing at Los
Slide 3: Powerful Nuclear and Uranium Market Tailwinds
Powerful Nuclear and Uranium Market Tailwinds A New Era of Nuclear Growth Global capacity projected to nearly double by 2040. A Generational Uranium Bull Market A widening structural supply deficit is expected to support long-term uranium demand. The Race to Reshore U.S. Uranium Supply Energy securi
Slide 4: Q2 2026 Operational Execution
Q2 2026 Operational Execution HIGHLIGHTS1 Record Quarterly Production2 140,873 lbs U₃O₈ (+47% QoQ; +26% YoY) Higher Shipments 149,747 lbs U₃O₈ (+44% QoQ; +42% YoY) Executed Contracted Sales 215,000 lbs U₃O₈; $14.4M sales revenue3 Low-Cost Production $40.20/lb cash cost (+7% QoQ; -6% YoY)4 Strong Liq
Slide 5: Lost Creek Growth & Expansion
Lost Creek Growth & Expansion 140,873 lbs drummed in Q2 2026, highest quarterly production since the Lost Creek restart Sand Filtration System installed in Q2 2026 and online in July to address fine particles and increase flow and production Additional Infrastructure enhancements underway, including
Slide 6: Shirley Basin Ready to Commence Shipments
Shirley Basin Ready to Commence Shipments Reviving an historic Wyoming ISR district Successful Commissioning Captured 10,634 lbs. U₃O₈ in Q2 2026 during initial operations. Six production columns now online, all ten expected online by end of Q3 2026. Plant in Full Operations & Ready to Ship All plan
Slide 7: Advancing the Growth Pipeline
Advancing the Growth Pipeline Lost Creek South 120-Hole Exploration Program planned to commence in Q3 2026. Near-mine Expansion Opportunity. Potential to leverage existing Lost Creek infrastructure and lower future development costs. Lost Soldier Baseline Environmental Studies. Underway to support f
Slide 8: Positioned to Power the Nuclear Future
Positioned to Power the Nuclear Future Executing Our Growth Strategy Increase uranium production and cash flow through Lost Creek optimization and Shirley Basin ramp-up. Expand our district-scale ISR production platform across Wyoming. Advance pipeline of low-capital intensive satellite mine opportu