Guy Keller recently spoke at MiningNews Select Sydney 2026, sharing perspectives on global commodities markets, investment strategy, and the evolving resources sector landscape.
The discussion explored key market trends shaping mining and natural resources markets, including energy security, supply constraints, geopolitical dynamics, and the growing importance of critical minerals across the global energy transition.
Guy Keller also highlighted how structural demand drivers, including electrification, artificial intelligence infrastructure, and long-term decarbonisation trends, are continuing to reshape opportunities across commodities markets.
As volatility and macro uncertainty persist, the resources sector remains an important area for investors seeking exposure to long-term structural growth themes and global supply chain transformation.
Read more here: MNS Sydney: Keller warns of ‘interesting times’ in uranium
Watch the discussion below: