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Cameco
Cameco (CCJ) investor relations material
Cameco Goldman Sachs Energy, CleanTech & Utilities Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Energy, CleanTech & Utilities Conference summary7 Jan, 2026
Industry trends and macro developments
Nuclear energy has shifted from post-Fukushima isolation to being central in climate, energy, and national security discussions, driven by global events and energy needs.
2025 saw a pivotal $80 billion U.S. government initiative to kickstart AP1000 reactor builds, signaling renewed domestic nuclear investment.
Global demand forecasts understate true nuclear fuel needs, as they exclude upcoming projects and new uses like generative AI.
Supply is often overestimated due to confusion between early-stage projects and actual operating capacity, widening the supply-demand gap.
Inventory drawdowns since 2012 have left the market with historically low mobile uranium supplies, increasing vulnerability to shocks.
Company strategy and business model
The business model is positioned to benefit from new reactor builds, creating long-term demand for fuel and services.
Maintains supply discipline, with 30% of production curtailed, waiting for higher prices and robust contracting cycles.
Prefers market-related uranium contracts with floors and ceilings, with recent deals indicating three-digit uranium pricing.
Overcontracting strategy allows flexibility to buy in the spot market and influence price discovery.
Focuses on standardization, sequencing, and simplification to deliver large-scale nuclear projects efficiently.
Market outlook and forward-looking statements
2026 is expected to see final investment decisions (FID) on AP1000s in Poland and Bulgaria, with strong signals for further U.S. and international builds.
Anticipates a robust uranium contracting cycle as sovereign demand returns and utilities address long-term fuel needs.
U.S. government aims for 10 large reactors under construction by 2030, requiring orders for long lead items and site selection in 2026.
International opportunities include potential AP1000 deployments in Canada, with a strategic choice between legacy CANDU and new light water technology.
Current supply chain can support launching four reactors per year, with scalability dependent on further investment.
Explain market-related contracts' price reporting gap.
US new build volume beyond the $80B project.
What market shock will drive utility contracting?
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Next Cameco earnings date
Q4 202513 Feb, 2026
Cameco
Next Cameco earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Cameco Corporation produces and sells uranium. The Company has long-term contracts to sell uranium concentrate in Kazakhstan, the United States and internationally. Its segments include McArthur River/Key Lake, which is located in the province of Saskatchewan in north central Canada; Rabbit Lake, which is located in east-central Saskatchewan; Inkai, which is located in eastern Kazakhstan; and Zaporozhye, which is located on the east coast of Ukraine. The McArthur River/Key Lake segment consists of the operations at Key Lake mine and mill, which is approximately 70 kilometers northeast of Saskatoon, Saskatchewan and includes a uranium ore processing facility. Cameco Corporation is based in Saskatoon, Canada.
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