Ur-Energy Inc (URG) Stock Forecast & Analysis
Ur-Energy Inc (NYSE American: URG, TSX: URE) is a US uranium mining company operating the Lost Creek in-situ recovery (ISR) facility in south-central Wyoming. The company is a domestic US producer benefiting from policies supporting American uranium supply, including the Nuclear Fuel Security Act. Ur-Energy has additional development properties including the Shirley Basin project, also in Wyoming.
What does Ur-Energy (URG) do?
Ur-Energy operates the Lost Creek ISR uranium mine in Wyoming and has the Shirley Basin development project. It is a US domestic uranium producer positioned to benefit from policies requiring American-sourced nuclear fuel.
Is URG stock a good investment?
URG is a small-cap US producer offering high leverage to uranium prices and US domestic supply policies. It has a small resource base (31.4 Mlbs across Lost Creek and Shirley Basin) and a Q2 2026 cash cost per pound sold of $40.20 (no AISC disclosed), making it more sensitive to price movements than larger peers.
Margin & leverage
resource source Full screener →Margin vs spot (C1 cash cost)
$50/lb
spot $90 − c1 cash cost $40 · 55% of spot
In-situ leverage
6.0×
in-situ resource value ÷ market cap
Jurisdiction
Wyoming
Computed live from the screener's cited resource and cost inputs and the current spot price; margins use C1 cash cost where the company disclosed it.
Mine projects
Full project table →| Project | Location | Status | Resource | Grade | AISC | Source |
|---|---|---|---|---|---|---|
| Lost Creek | WyomingUSA | Operating | 14.0 Mlb | 0.048% U3O8 | $41/lb | source |
Curated mine & project database, updated 2026-07-10. Deposit type and restart status per the linked disclosures.
Term contracts announced
Full contract database →| Buyer | Volume | Delivery | Pricing | Announced | Source |
|---|---|---|---|---|---|
| US utilities (multiple)Portfolio of term sales agreements supporting Lost Creek; ~5.7 Mlbs over term. Announcement date corrected to 2024-03 (was 2023-03) against the linked source. | 5.7 Mlbs | 2023–2030 | base-escalated | 2024-03 | source |
| U.S. Department of EnergyStrategic Uranium Reserve / domestic LEU purchases supporting US production restarts. Announcement date corrected to 2022-12 (was 2024-01) against the linked source. | undisc. | 2024–2026 | fixed | 2022-12 | source |
Announced term contracts where this company is a seller, from the curated contract database. The long-term market is reported only in fragments — absence of a row is not absence of a contract.
Mines & facilities
Mines map →- Lost Creek ISROperating · Wyoming, USA
- Shirley Basin ISRDevelopment · Wyoming, USA
About Ur-Energy Inc (URG)
Ur-Energy Inc (NYSE American: URG, TSX: URE) is a US uranium mining company operating the Lost Creek in-situ recovery (ISR) facility in south-central Wyoming. The company is a domestic US producer benefiting from policies supporting American uranium supply, including the Nuclear Fuel Security Act. Ur-Energy has additional development properties including the Shirley Basin project, also in Wyoming.
Frequently Asked Questions about URG
What does Ur-Energy (URG) do?
Ur-Energy operates the Lost Creek ISR uranium mine in Wyoming and has the Shirley Basin development project. It is a US domestic uranium producer positioned to benefit from policies requiring American-sourced nuclear fuel.
Is URG stock a good investment?
URG is a small-cap US producer offering high leverage to uranium prices and US domestic supply policies. It has a small resource base (31.4 Mlbs across Lost Creek and Shirley Basin) and a Q2 2026 cash cost per pound sold of $40.20 (no AISC disclosed), making it more sensitive to price movements than larger peers.
Dividend & analyst view for URG
Dividend
Ur-Energy Inc (URG) does not currently pay a dividend — common for uranium developers and explorers that reinvest in their projects.
Analyst price target
The consensus analyst price target for URG is about $2.16 across 4 analysts.
Aggregated third-party analyst estimates — not a forecast or recommendation by Yellowcake Analytics.
The weekly uranium brief
Spot moves, SPUT flows, filings, and contract news, once a week. Plus a free daily CSV of our uranium equity screener snapshot.
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Yellowcake Analytics. "Ur-Energy Inc (URG) Stock Analysis." Yellowcake Analytics, 2026, https://www.yellowcakeanalytics.com/stocks/URG.
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