UR-ENERGY INC
For the period ended May 8, 2026. Filed May 11, 2026.
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A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.
May 8, 2026 · Filed May 11, 2026
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Contents
EX-99.1 · Summary Performance Table
Summary Performance Table
| Metric | Q1 20251 | Q4 2025 | Q1 2026 | Vs. Q4 2025 | Vs. Q1 2025 |
|---|---|---|---|---|---|
| Pounds Captured | 74,479 | 78,177 | 110,314 | 41% | 48% |
| Pounds Drummed | 83,066 | 121,818 | 95,599 | -22% | 15% |
| Pounds Shipped | 106,301 | 138,337 | 103,956 | -25% | -2% |
| Pounds Sold | n/a | 165,000 | 55,000 | -67% | n/a |
| Pounds in Inventory2 | 368,540 | 364,591 | 417,231 | 14% | 13% |
| Avg. Sales Price | n/a | $63.20 | $70.98 | 12% | n/a |
| Cash Cost Per Lb. Sold3 | n/a | $42.94 | $37.51 | -13% | n/a |
| Cash ($millions)4 | $74.8 | $123.9 | $122.8 | -1% | 64% |
| 1. | All sales were under long-term contracts. No pounds were sold in Q1 2025 due to the timing of contracts. |
| 2. | Pounds in inventory at conversion facility. |
| 3. | Includes ad valorem and severance taxes but excludes non-cash costs. |
| 4. | Unrestricted cash position at the end of the quarter. |
Percentages may not recalculate precisely due to rounding.
Ur-Energy President and CEO, Matthew Gili, commented: “While most of our contracted deliveries are scheduled for later in the year, our first quarter results reflect higher contract sales pricing and continued operational improvements at Lost Creek, where our primary focus is driving higher production and efficiency. We are actively optimizing flow rates, bringing new header houses online, and enhancing plant performance to deliver sustained improvements. The start of operations at Shirley Basin, our second ISR mining facility, marks a major milestone for Ur-Energy and greatly expands our potential U.S. uranium production capacity. We look forward to commencing uranium-loaded resin shipments to Lost Creek this summer as we continue to execute on our growth strategy.”
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