Tribeca’s Todd Warren was recently featured in The Economic Times, discussing the shifting dynamics of hedge fund energy positioning. With shorts in solar being unwound and skepticism rising around oil, many managers are reassessing where true risk and opportunity sit within today’s rapidly evolving energy landscape.
At Tribeca, our approach has remained consistent: stay active, look through short-term noise, and focus on the parts of the value chain where scarcity and mispricing are most evident. These are the areas where structural trends matter more than momentum—whether in carbon credits, green chemicals, green metals, food innovation, or industrial decarbonisation.
We continue to believe that this is a moment to lean into transition themes backed by long-term demand drivers, not step back from them. The real opportunity lies in the segments where supply constraints, regulatory support, and technological adoption intersect to create durable value.
With more than two decades of specialist experience in global natural resources and a proven track record at Tribeca, Todd and our investment team are focused on identifying the opportunities that matter most as the resource cycle evolves. From understanding shifts in hedge fund positioning to analysing fundamentals across critical minerals and environmental markets, we remain committed to uncovering where capital is most likely to compound over the long term.
Read the full Economic Times coverage here: Hedge funds flip on solar and start betting against oil