At the 2025 Tribeca Future Facing Commodities Conference, Guy Keller, Portfolio Manager of Tribeca’s Nuclear Energy Opportunities Fund, made a compelling case for nuclear energy and why uranium is emerging as one of the most overlooked opportunities in global markets today. From Singapore’s evolving energy policy to the rise of small modular reactors (SMRs) and growing base load demand from tech, Keller spotlighted a powerful shift in the energy landscape—and what it means for investors. With nuclear re-entering the conversation as a viable, scalable, and clean energy source, Keller shared why Tribeca is positioning itself at the forefront of this shift. In a sector often overlooked by institutional capital, he emphasized the unique opportunity for value investors ahead of a broader market rerate.
Watch the full keynote to hear why Tribeca believes the uranium trade is just getting started.