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 January 24, 2026 at 1:56 PM
We wrote to you regarding the world’s largest traded power market covering the world’s biggest data center cluster, Pennsylvania-Jersey-Maryland (PJM) capacity auction in mid-2025. Unsurprisingly, although sidelined by mega-headlines such as Venezuela, Iran, Greenland and Davos, there has been more controversy. And this massive ice storm is likely to further escalate the sense of crisis that is growing regarding PJM. Basically we forecast a PJM slow motion trainwreck, that will require crisis management. We predicted …
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By Paul Sankey
Published on July 23, 2025 at 3:11 PM
What with busy results season in mid-summer, ie now, we are suspending Happy Hour for the next two weeks. It is just a little tough on the speaker to compete with results and summer, not fair to offer a graveyard slot. We also encourage you to get out and get tan once you get through results, not hunch over another Zoom call. So, summer recess on Happy Hour. For non-US readers, just to mention that …
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