Todd Warren, Partner at Tribeca Global Natural Resources Strategy (ASX: TGF), shares valuable insights on the evolving landscape of global commodities in Livewire Markets‘ 2025 Outlook Series.
With the new Trump Administration’s ‘drill, baby, drill’ energy agenda in focus, Warren highlights uranium as a standout opportunity, noting the significant supply-demand imbalance driving interest in this sector. He identifies Boss Energy (ASX: BOE) as a key player set to triple its production from 800,000 pounds this year to 2.4 million pounds by FY27, positioning it for substantial earnings growth.
Additionally, Warren sees promise in copper and aluminium with stocks like Capstone Copper (ASX: CSC) and Alcoa (ASX: AAI), driven by ongoing demand for the energy transition. For investors looking for contrarian plays, he points to Champion Iron (ASX: CIA) and Karoon Energy (ASX: KAR) as potential gainers in a shifting market landscape.
Catch the full discussion for more on the commodities Tribeca is targeting for 2025!
Read: LiveWire Article
Watch: YouTube Interview