Ur-Energy Inc. filings document the regulatory record of a uranium recovery and processing company with ISR assets in Wyoming. Form 8-K reports cover operating results, quarterly and annual updates, Lost Creek technical-report disclosures, executive and corporate-secretary changes, and material agreements affecting financing programs.
Registration and capital-structure filings describe common-share registration, at-the-market sales arrangements, and 4.75% convertible senior notes due 2031, including related indenture and capped-call arrangements. Proxy materials cover board elections, executive compensation, equity awards, pay-versus-performance information, governance matters, and shareholder voting for the Canada-incorporated issuer whose common stock is listed on NYSE American and TSX.
Ur-Energy Inc. reported higher uranium sales but wider losses for the quarter and six months ended June 30, 2026. Quarterly sales were $14.4 million, up from $10.4 million a year earlier, driven by U3O8 sales of 215,000 pounds at an average price of $66.85 per pound. For the first half of 2026, sales reached $18.3 million versus $10.4 million in 2025.
Despite stronger revenue and increased production, the company recorded a quarterly net loss of $16.7 million and a six‑month net loss of $45.5 million, reflecting higher development spending, operating costs of $41.9 million year‑to‑date, and non‑cash interest and derivative fair‑value effects linked to its $120.0 million convertible notes and related hedges. Asset retirement obligations increased to $50.8 million.
Cash and cash equivalents were $95.3 million plus $13.0 million in restricted cash, down as the company invested heavily in capital assets, wellfield build‑out, and the new Shirley Basin ISR mine. Shirley Basin began initial uranium capture in April 2026 and received final authorization for full production in late June, with material to be processed at the Lost Creek facility. Combined licensed capacity from Lost Creek and Shirley Basin is 4.2 million pounds of U3O8 per year, and multi‑year contracts cover 5.75 million pounds of committed deliveries from 2026–2033.
Ur-Energy Inc. reported second quarter 2026 results, highlighting its position as the largest U.S. ISR uranium producer with ramp-up at Lost Creek and the start of production at Shirley Basin. In Q2 2026, the company sold 215,000 pounds of U₃O₈ at an average price of $66.85 per pound, generating $14.4 million in product sales revenue. Cash cost per pound sold was $40.20, and total U₃O₈ product profit for the quarter was $3.3 million.
Lost Creek drummed 140,873 pounds of U₃O₈, up 47.4% from the first quarter of 2026, and shipped 149,747 pounds. Wellfield development, wastewater treatment construction, and other optimization initiatives are progressing, with completion of the wastewater facility planned for the first quarter of 2027. Shirley Basin captured 10,634 pounds during limited initial operations and received final authorization in late June 2026 to begin full production operations as a spoke to the Lost Creek hub.
The company held 348,292 pounds of finished inventory at quarter-end and reported cash of $95.3 million. It expects base deliveries of 1.0 million pounds of U₃O₈ in 2026 and has deferred delivery of 150,000 pounds to 2027 and 150,000 pounds to 2029 to better align sales with inventory and new production. Exploration and development activities continued across Lost Creek South, Lost Soldier, and North Hadsell.
State Street Corporation and SSGA Funds Management, Inc. report significant institutional ownership of Ur-Energy Inc. common stock. State Street reports beneficial ownership of 26,406,963 shares, representing 6.6% of the common stock, with shared voting power over 25,949,702 shares and shared dispositive power over 26,406,963 shares, and no sole voting or dispositive power.
Within this, SSGA Funds Management, Inc. reports beneficial ownership of 20,659,153 shares, or 5.2% of the class, with shared voting power over 20,622,353 shares and shared dispositive power over 20,659,153 shares. The filing identifies several advisory subsidiaries as involved in acquiring the securities and confirms no group arrangements or other persons with more than 5% economic interest.
BlackRock, Inc. reports beneficial ownership of common stock of UR ENERGY INC. BlackRock’s reporting business units collectively beneficially own 28,348,275 shares of UR Energy common stock, representing 7.1% of the outstanding class as of June 30, 2026.
BlackRock has 27,897,851 shares with sole voting power and 28,348,275 shares with sole dispositive power, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of UR Energy’s outstanding common shares.
Ur-Energy Inc. reported the results of its Annual General and Special Meeting of Shareholders held on June 4, 2026. Shareholder turnout was strong, with 281,472,014 common shares represented, or 70.84% of the 397,331,853 shares outstanding as of the record date.
All nominated directors were elected, with most receiving about 98% of votes cast, while one director received approximately 81% support. Shareholders also reappointed BDO USA, P.C. as independent auditors, with 275,381,072 votes for and 6,090,942 withheld.
In advisory votes, shareholders approved executive compensation with 204,012,682 votes for and 4,952,139 against. They expressed a preference for an annual “say on pay” vote, and the Board will hold these votes every year until 2032. Shareholders further ratified renewal of the company’s stock option plan, with 115,495,382 votes for and 93,469,439 against.
UR-ENERGY INC ownership disclosure: institutional holders State Street Corporation and SSGA Funds Management, Inc. report shared beneficial ownership of 21,224,562 shares, representing 5.5% of common stock. The filing lists shared voting power of 21,182,305 and shared dispositive power of 21,224,562.
The schedule identifies the reporting persons as SSGA Funds Management, Inc. and State Street Corporation, with principal business office at ONE CONGRESS STREET, BOSTON, MA. CUSIP is 91688R108.
UR-ENERGY INC reports a Schedule 13G/A joint filing by MMCAP International Inc. SPC and MM Asset Management Inc. that discloses 14,450,867 shares beneficially owned, equal to 3.5% of the class. The filing shows shared voting and dispositive power over those 14,450,867 shares.
The filing includes a comment that the reporting parties' holdings reflect multiple instruments: 515,776 common shares, warrants exercisable for 4,057,500 shares, and a debt instrument convertible into 15,606,936 shares (as stated for one filer). Signatures are provided by reporting representatives.
Ur-Energy Inc. reported stronger Q1 2026 uranium operations driven by higher prices, improved costs, and production growth at its Lost Creek facility, while starting up its second mine, Shirley Basin. In Q1 2026, the company sold 55,000 pounds of U₃O₈ at an average price of $70.98 per pound, generating about $3.9 million in revenue. Produced pounds sold carried a cash cost of $33.67 per pound and total cost of $48.85 per pound, supporting a profit of $22.13 per pound and a 31.2% profit margin. Pounds captured rose to 110,314, up 41% from Q4 2025, and finished conversion inventory increased to 417,231 pounds. Cash totaled $122.8 million at quarter-end, up from $74.8 million a year earlier. At Shirley Basin, initial operations began in April 2026 with HH 1-1 online and uranium now being captured on resin, with plans to start shipping resin to Lost Creek this summer, which is expected to substantially expand overall licensed production capacity of up to 4.2 million pounds of U₃O₈ annually.
Ur‑Energy Inc. reported a larger loss as it ramps two uranium projects. For the quarter ended March 31, 2026, revenue was $3.9 million, all from selling 55,000 pounds of U3O8 at an average price of $70.98/lb, compared with no sales a year earlier.
Despite this, the company posted a net loss of $28.8 million, versus $10.9 million in 2025, driven by higher development spending, non‑cash derivative losses, and interest on new convertible notes. Cash and cash equivalents were $122.8 million with restricted cash of $12.9 million, and total assets of $291.6 million.
Lost Creek produced and dried 95,599 pounds of U3O8 in the quarter and shipped 103,956 pounds, leaving 417,231 pounds at the conversion facility. The company also commenced initial operations at its Shirley Basin Project in April 2026 and continues heavy development spending to build out additional mine units and processing infrastructure.
Ur-Energy Inc. calls an in-person and teleconference-accessible annual and special shareholder meeting on June 4, 2026 in Littleton, Colorado. Holders of 397,331,853 common shares as of April 8, 2026 may vote one share per vote.
Shareholders will elect eight directors, re-appoint BDO USA, P.C. as auditor, cast advisory votes on executive compensation and on the frequency of future say‑on‑pay votes, and decide whether to renew the rolling stock option plan that allows issuance of options equal to up to 10% of shares outstanding.
The circular details governance practices, executive and director pay, and security ownership. Directors and executive officers as a group hold 6,465,487 common shares, or 1.63% of outstanding shares, while three institutional holders each own just over 5%.