Todd Warren, Partner at Tribeca Global Natural Resources Strategy, discusses the Strategy’s bullish view on the uranium sector, noting a growing recognition worldwide of nuclear energy as a sustainable power generation source. In his sit-down with James Marlay, Warren emphasises that while Australia may not yet be fully embracing this shift, global governments and companies are increasingly acknowledging nuclear energy’s role in achieving carbon-free energy goals.
In addition to uranium, Warren expresses enthusiasm for copper and aluminium, which are vital to the energy transition. He points out that both commodities are experiencing rising demand at a time when supply isn’t keeping pace. For those looking to invest in copper, Warren recommends Capstone Copper (ASX: CSC), an attractive growth story based in Canada but now listed in Australia. The company is set to double its production through assets in Chile and is actively improving its balance sheet, making it a solid choice for investors looking to benefit from the ongoing energy transition.
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