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NexGen Energy Ltd.

mining-metals·🇨🇦 Canada·Ownership re-checked 2026-10-04 · exposure claims not re-checked since fill

NexGen Energy Ltd. (TSX: NXE, NYSE: NXE, ASX: NXG) is a Vancouver-based, single-asset uranium development company. Its entire business is the 100%-owned Rook I Project in the southern Athabasca Basin of Saskatchewan, roughly 155 km north of La Loche, built around the Arrow deposit the company discovered in 2014.

Supply-risk report · CRMA Art. 20–25 assessment Policy outlook · threats, impact & strategy

/ 100

High

Binding chokepoint

uranium 67

Controller

🇷🇺 RU 45%

Measures, 24m

14 · 1 total mentions

Scored exposures

1 materials

Its binding exposure, uranium, is controlled by RU at 45% of refined output.

Production footprint

1named sites with disclosed material dependencies

Rook I Project / Arrow deposit, southern Athabasca Basin, Saskatchewan (~155 km north of La Loche)uranium — UNDER CONSTRUCTION, NOT PRODUCING; design capacity up to 30 Mlb U3O8/yr, first output targeted early 2030sCA

View on the correlation map →

Material exposure

1scored materials · 1 produced, 0 consumed

This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.

uranium🇷🇺 RU · produces67

Policy measures, last 24 months

10 restrictive · 0 supportive · 1 neutral

🇰🇿 KZ accounts for 100% of severity-weighted pressure.

Kazakhstan Tax Code No. 214-VIII ZRK — Uranium MET Restructured + Solid-Mineral Royalty Introduced for New Licenses🇰🇿 sev 3

See all in the register →

If passed, would hit their inputs

4proposals matching this company's materials

Kazakhstan Subsoil Code 2026 amendments — domestic-content rise to 70% (incl. uranium), geological-data digitisation, e-auctions, strategic-investor priority right🇰🇿 highuranium, copper, rare-earths, chromium

DRC Strategic Mineral Reclassification Decree — 6 new minerals (lithium, tantalum, niobium, tungsten, uranium, REEs) elevated to strategic tier, royalty 3.5%→10%🇨🇩 highlithium, tantalum, niobium, tungsten, uranium, rare-earths

Namibia new Minerals Bill (Minerals Prospecting and Mining Act overhaul)🇳🇦 moderateuranium, lithium, diamonds, manganese

1 moreShow

CEMAC Common Mining Code — 6-member regional harmonisation (April 2026) moderatemanganese, cobalt, gold, diamonds, uranium, iron-ore

Supplier alternatives

1of 1 exposures have a viable non-dominant substitute · avg lead 3mo

uranium🇷🇺 RU 45% → 🇨🇳 CN0-6mo

Last register action 18 Jul 2025 · 0 in the last 12 months. Material exposures are company-researched, not yet re-checked; scores are footprint-adjusted and buyer-relative.

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NexGen Energy Ltd.

mining-metals·🇨🇦 Canada·Ownership re-checked 2026-10-04 · exposure claims not re-checked since fill