In the journey towards a sustainable future, critical minerals play a pivotal role in facilitating the green transition, powering everything from wind turbines and electrical grids to electric vehicles. However, this transition poses challenges both in meeting growing...
Copper prices are surging toward two-year highs, driven by a perfect storm of low inventories, increasing demand from the electrification and renewable sectors, and persistent supply constraints. Trading around US$4.3/lb, copper's price has climbed more than 12% since...
In her latest investment insights, Karen Towle, fund manager of Tribeca Special Opportunities highlights the surprising outperformance of smaller businesses in Australia, challenging the prevalent fear of economic slowdown in 2024. Towle's analysis suggests a shift in...
In Tribeca Future Facing Commodities 2024, Scott Clements, Partner at Tribeca Capital, shares the three big investment themes in 2024: (1) Energy Transition / Decarbonisation; (2) Onshoring Supply Chains; and (3) Artificial Intelligence & Big Tech. Tribeca is the...
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