By Paul Sankey
Published on March 22, 2026 at 8:53 PM
Goodness me, TDS (Trump Derangement Syndrome), indeed. I’m not talking about my own psychology. This “ahead of schedule” Gulf War III is going horribly ahead of schedule in the completely wrong direction. For an example of a total opposite effect, Iran flipping a ballistic missile at Diego Garcia did not fit with the original “Iran will quickly will run out of missiles”. My entreaty to the President to stop with the thesis drift and reset …
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By Paul Sankey
Published on February 8, 2026 at 10:39 AM
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 …
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By Paul Sankey
Published on July 13, 2025 at 6:44 PM
Ola, You might remember my line over the past few years, my line that the biggest danger I face when I travel to Europe, with its land wars, economic and migrant crises etc, is getting hit by a flying champagne cork. Sure enough today’s incredible tennis final at Wimbledon was interrupted by a flying champagne cork landing on court. Congratulations to both players, incredible. A certain Permian Oil CEO and I shared messages of incredulity …
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