NexGen Energy Ltd. (NXE:CA) Analyst/Investor Day Prepared Remarks Transcript

SA Transcripts 162.07K Followers Follow NexGen Energy Ltd. ( NXE:CA ) Analyst/Investor Day September 1, 2026 8:00 AM EDT Company Participants Leigh Curyer - Founder, President, CEO & Director Chris Copley Dylan Smart Bryan Dyck Neil Chiles Travis McPherson - Chief Commercial Officer Presentation Operator Good morning, everyone, and welcome to NexGen's inaugural Investor Day. Thank you for joining us. Before we begin, please note that today's webinar includes forward-looking statements and forward-looking information. Please refer to the relevant disclaimers on our website for further information. I'll now turn it over to Leigh Curyer, Founder and Chief Executive Officer. Leigh Curyer Founder, President, CEO & Director [Presentation] Welcome to NexGen Energy's Investor Day. Everything you see in the video, the data centers, the cities, the factories, the AI needs power. We all agree the cleanest, densest most reliable form of that power runs on Uranium. To provide some context as to how much power Uranium generates, this tiny Uranium fuel pellet, well, just 3 of those can power a typical North American household for over an entire year. That's the equivalent to approximately 8.1 tons of coal and forgoing over 16.5 tons of carbon emissions. That's it. That's all it takes. Demand for Uranium is rising sharply, and it's accelerating from here. Today, there is approximately 400 gigawatts of nuclear generating capacity globally, supplying just under 10% of the world's total electricity. As we speak, more than 88 gigawatts of new nuclear capacity is under construction, representing approximately 20% growth by 2032, and that's just the beginning. As of 2026, 38 countries pledged to triple global nuclear capacity by 2050. That would increase global nuclear generating capacity from approximately 400 gigawatts today to over 1,200 gigawatts over the next 25 years. That's a 3x from where we are today. Unprecedented heavy demand is underway for this key energy fuel. Thus far, the