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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By Paul Sankey
Published on September 27, 2024 at 10:36 AM
Boy, was I happy after our Happy Hour last evening in terms of content. We had Rob Raymond lined up to talk about private equity in energy with a focus on data centers, when the first dial-in appeared and was a major long only natural resources portfolio manager – one of the biggest in the world – dialed in from an Uber in Houston on his way back from a field field trip to Guyana. …
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