The AI trade is reaccelerating and bringing renewed attention to uranium markets. However, this is more than a cyclical rebound. The rapid growth of AI infrastructure is creating a structural increase in energy demand, with nuclear energy increasingly recognised as a...
Todd Warren recently joined Murdoch Gatti to discuss the forces shaping the next phase of global commodity markets. A key theme throughout the discussion was the growing importance of supply constraints across global commodities markets. After more than a decade of...
Energy security is placing renewed focus on uranium and nuclear energy markets. Guy Keller highlights that supply remains the key constraint, with uranium markets continuing to face a structural deficit following years of underinvestment across the sector. At the same...
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...
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