Energy Transition
Uranium, CCJ, NexGen, and Bull Riders
Later today, a brief Sunday weekly outlook note. One key item this week: NexGen Energy (NXE) will hold its final public licensing hearings for the Rook I uranium mine project. We are due a major decision on the mine’s regulatory progression. Alongside Cameco ($CCJ) as the market default North American uranium-to-nuclear power play, $NXE is a market darling play on a next-gen mine (ie Rook I, the one subject to decision next week). Targeting 2030
Paul Sankey
February 8, 2026
10:39 AM