In a market grappling with recent price pullbacks, Tribeca’s Guy Keller, Portfolio Manager of the Nuclear Energy Opportunities Fund, remains firm in his conviction: uranium’s long-term fundamentals are intact—and even strengthening.
Speaking at the 2025 Tribeca Future Facing Commodities Conference in Singapore, Keller addressed key forces shaping the outlook for the uranium sector. While price volatility has grabbed headlines, Keller argues the structural backdrop points to an enduring supply-demand imbalance—and a rerating in the years ahead.
In this session, Guy covers:
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The influence of physical sellers and the Sprott vehicle on short-term market dynamics
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Persistent geopolitical tensions and supply-side uncertainty
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Delays in both mine restarts and new greenfield developments
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Growing demand from technology companies and shifts in U.S. energy policy
As institutional capital begins to take uranium more seriously, Tribeca continues to position for what it believes is a multi-year opportunity with asymmetric upside.
Watch the full discussion to understand why this pullback may be a moment of reset—not retreat—for uranium investors.