Ur-Energy
URG
Ur-Energy Inc. (URG), Wyoming ISR producer with Lost Creek output resuming 2024 at 400k lbs/year.
Shirley Basin development adds 51M lbs. 2024 guidance 200-300k lbs. Market cap ~$300M USD.
Why it matters now
Domestic ISR scales for 2025 SMR needs post-Russian ban; low-cost profile aids profitability at spot prices.