Todd Warren, Partner at Tribeca Global Natural Resources Strategy, shares his insights with James Marlay for big growth opportunities in 2025, advocating for a bullish stance on iron ore and oil despite prevailing market negativity.
Warren highlights Champion Iron (ASX: CIA) as a standout in the iron ore market, emphasizing its ability to grow production of high-grade iron ore while maintaining cost efficiency. He believes that supply interruptions in key producing countries will create opportunities for companies like Champion Iron.
In the oil sector, Warren advocates for a favourable outlook on Karoon Energy (ASX: KAR) and EOG Resources (NYSE: EOG). Despite challenges faced by Karoon, including its US asset acquisition and operational issues in Brazil, he sees it trading at an appealing valuation. EOG, as a leading unconventional producer in the US, boasts a solid balance sheet and a robust stock buyback strategy, making it a compelling investment option.
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