Jane Morgan Management and Tribeca Investment Partners recently hosted the latest JMM & Tribeca Nuclear Energy Forum, exploring nuclear power’s growing role in global energy security and AI-driven electricity demand.
The forum featured insights from Guy Keller alongside ASX-listed uranium companies Peninsula Energy Limited, Alligator Energy, and DevEx Resources.
Discussions focused on the deepening uranium supply deficit and the long-term structural demand drivers supporting the nuclear sector, including electrification, energy security priorities, and rising electricity consumption from AI infrastructure and data centres.
Speakers also highlighted emerging opportunities across US uranium production, Australian ISR development, and Northern Territory exploration as governments and corporations increasingly prioritise reliable, low-carbon baseload energy solutions.
Watch the full forum below:
JMM & Tribeca Nuclear Energy Forum 2026 – Full Video