Analyst Insights: Outlook for Uranium - Guy Keller, Tribeca Investment Partners
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Analyst Insights: Outlook for Uranium – Guy Keller, Tribeca Investment Partners

byThe Assay
2 years ago
Reading Time: 1 min read

Guy Keller, Commodities Specialist and PM Nuclear Energy Opportunities Fund at Tribeca Investment Partners joined 121 Mining Investment Sydney to discuss the outlook for uranium. He begins the session looking at how green policies have driven demand across various commodities and the role of commodities in the overall decarbonization thematic. He argues that bringing in nuclear to the energy mix is a key way to decarbonize.

Looking at uranium, he notes the growing supply deficit and the impacts this may have. Guy looks at the impact of global issues on the market and on pricing. He notes how geopolitical risk is a key issue here.

Website: www.tribecaip.com

Guest:
Guy Keller, Commodities Specialist & PM Nuclear Energy Opportunities Fund, Tribeca Investment Partners

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