Ur-Energy starts uranium mining at Shirley Basin project in Wyoming

• •Hey everyone, just read this article (found it here ) about Ur-Energy starting mining at their Shirley Basin project in Wyoming.
• •This is pretty significant, right?
• •I've been burned by commodities before, but this feels different.

Hey everyone, just read this article (found it here) about Ur-Energy starting mining at their Shirley Basin project in Wyoming. This is pretty significant, right? I've been keeping an eye on the uranium sector for a while now, slowly building a position, and hearing about new production coming online, even if it's just resin transport for now, feels like a real step forward. It just reinforces my belief that the long-term outlook for uranium is solid, especially with all the talk about nuclear being a key part of the energy transition. I've been burned by commodities before, but this feels different. The demand drivers seem so much clearer.

Personally, I'm thinking about whether this new production changes anything in the short term. The article mentions they expect to transport resin this summer, which is pretty quickly. I'm holding UEC and DNN right now, and while URG wasn't on my radar for a direct investment, this news makes me wonder about the broader impact on the whole sector. Is their capacity enough to move the needle on supply, or is it more of a symbolic step for the industry as a whole? My retirement portfolio is pretty diversified, but I've allocated a decent chunk to energy, and uranium is a component I'm hoping will see some good growth over the next decade.

What are your thoughts on this? Anyone here invested in URG directly, or is this just more signal noise in the larger uranium story? Always keen to get different perspectives, especially from those who might have a deeper understanding of the junior mining landscape.