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...
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,...
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