The Uranium Supply Gap Is Getting Harder to Ignore | Leigh Curyer
The Deep Dive Apr 27, 2026
Summary
NexGen Energy received final federal approval for its Rook I uranium project, transitioning the company from a multi-year permitting phase into a 48-month construction execution phase.
CEO Leigh Curyer highlights a growing global uranium supply deficit, noting strong offtake interest from utilities across the US, Europe, and Asia for future production.
The emerging PCE discovery near the main Rook I project offers significant long-term resource expansion upside and enhances the company's overall asset value.