Josh Chiat’s Stockhead feature with Todd Warren and Tribeca Capital’s Scott Clements highlights why our conviction in critical minerals delivered strong outcomes in 2025 — and why we believe the opportunity remains in its early stages.
The article outlines the macro tailwinds underpinning the critical minerals theme and reflects Tribeca’s approach to allocating capital across ASX-listed junior resource companies. As Todd Warren notes, persistent supply constraints, evolving geopolitics and shifting strategic policy — particularly from the United States — continue to reshape the outlook for key commodities such as rare earths, antimony and gallium.
These dynamics supported performance in 2025 and remain central to our positioning as we look ahead to 2026. We continue to view critical minerals as an early-stage opportunity set with meaningful long-term potential as global supply chains adapt to the energy transition and strategic resource security.
Read the full article here: Tribeca played critical minerals out of the park in 2025 – and we’re still in the ‘early innings’