Thank you to everyone who attended the recent JMM Virtual Series: JMM & Tribeca Nuclear Energy Forum, hosted by Jane Morgan Management (JMM).
Tribeca was pleased to participate in the event with Guy Keller, Portfolio Manager for the Nuclear Energy Opportunities Strategy, serving as the keynote speaker. Guy shared his perspectives on the rapidly changing nuclear landscape as global energy systems adapt to rising electricity demand — particularly from data centres, digital infrastructure, and AI-driven technologies.
During the forum, Guy discussed several structural themes shaping the sector, including the balance between energy security and decarbonisation, advancements in nuclear technology, and the growing role of nuclear in long-term energy policy. He also highlighted where he sees the most compelling investment opportunities emerging across the nuclear value chain as countries reassess their energy strategies.
The session also featured insights from industry participants, including Duncan Craib, Managing Director of Boss Energy Ltd, who offered an operational lens on the uranium market and developments across adjacent nuclear industries.
We’re grateful to JMM for hosting an engaging and informative discussion and for inviting Tribeca to contribute to the conversation.
If you’d like access to the session recording or have any questions, please feel free to reach out.