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 September 24, 2025 at 4:05 PM
Greetings from London, Landed yesterday. Travel in from Brooklyn was fine; Tuesday morning “Chairman’s flight” is a breeze in premium economy and makes a mockery of the $4,000 beds up front in “Mint” class on JetBlue. Happy New Year: Rosh Hashanah might have made Tuesday double quiet. The row in front of us was empty if, during the day, we needed a bed. You take the 9am flight from JFK and are in Central London …
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By Paul Sankey
Published on June 17, 2025 at 5:40 PM
*** Tomorrow: LIVE FROM TEL AVIV – UZI YEMIN, Chairman of refiner Delek USA *** Weds 18th June 12pm – click this link to register for this PREMIUM EVENT https://sankeyresearch.com/conference/sankey-strategy-session-uzi-yemin-interest-form-2/ ~ Save the date, ROOFTOP DRINKS RSVP for this Monday 22nd June 5pm Sankey Research Midtown rooftop drinks with executives and clients in town for next week’s major JP Morgan global energy conference. PLEASE RSVP to me or Sully lol, he is joining. If you …
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