NYSE.A: JAGU
We are developing uranium assets in Argentina and Colombia, creating a leading supply for the world’s future energy needs.
Laguna Salada and Huemul in Argentina, and Berlin in Colombia, anchor a diversified portfolio of large-scale uranium assets
Assets located in jurisdictions aligned with U.S. nuclear partnership and supported by historical government involvement
Historical geographic uranium production and existing infrastructure reduce development and execution risk
Cornerstone of Argentina’s “Economic Revolution” and Colombian government’s “Green Energy Transition”
Uranium market in a persistent supply deficit, supporting strong tailwinds
Deficit driven by mine production shortfalls, limited project restarts, underinvestment over the past decade, accelerating SMR (small modular reactors) development, and rising geopolitical tensions
Growing demand for clean, reliable baseload power
Demand growth driven by emerging markets, hyperscaler and AI-driven power needs, and the expansion of SMRs
Regional Energy and Supply Chain Security
“Donroe Doctrine” means South America countries will tacitly or implicitly be under U.S.-influence moving forward
U.S. partnership with South American allies for new supply – Argentina, Colombia, Brazil, Peru
Framework for a United States-Argentina Agreement on Reciprocal Trade
(1) Source: Sprott Asset Management, “The Uranium Opportunity – 2025” infographic, available at sprott.com (2025).
In Argentina, Jaguar is focused on the Laguna Salada near-surface deposit and further exploration at the historic Huemul Project—the country’s oldest uranium operation. As uranium prices rise and demand for reactor fuel grows, Jaguar is well positioned in Argentina’s uranium reactivation efforts.
Jaguar Uranium’s Berlin Project in Colombia is a high-potential uranium asset, also rich in by-products like vanadium, phosphate, and rare earth elements. With metallurgical testing and strong expansion potential, this project aligns with Colombia’s “Green Energy Transition.”
Uranium prices trading near 16-year high due to insufficient and unreliable supply, Russian sanctions
Start of a new cycle as mothballed projects to take years to come online while demand rises
300,000 lb deficit expected in 2024/2025 as demand approaches 175 MM lbs, up 4% YoY
Legislation accelerating worldwide forcing rush to replace carbon-emitting energy production
