Key Topics
The nuclear energy debate has shifted dramatically in recent years, with surging demand for clean, reliable power and increasing geopolitical concerns around energy security. In this episode, Amanda MacDonald from LGT Crestone speaks with Guy Keller, Portfolio Manager at Tribeca Partners, to unpack the supply-demand dynamics shaping the uranium market and why he believes we are still in the early innings of a long-term investment trend.
Guy takes us through the structural imbalances in uranium supply, explaining why the industry is struggling to ramp up production despite soaring demand. He also discusses the role of nuclear energy in the global energy transition, with major economies like the US, UK, and Japan increasingly turning to nuclear as a decarbonisation solution.
This particularly timely discussion focusses on the rising energy demands of AI and data centres. As technology giants seek stable, green baseload power, could nuclear become a critical part of their energy strategy?
Closer to home, the conversation explores Australia’s vast uranium reserves and the regulatory hurdles that continue to limit domestic nuclear energy development. Guy shares his views on investment opportunities back home and whether local political debates are suppressing their valuations.
Finally, Guy breaks down how institutional investors are accessing the uranium opportunity, explaining the advantages of Tribeca’s Nuclear Energy Opportunities Strategy versus ETFs and physical uranium holding funds.
For years, nuclear energy has been a polarising topic - hailed as a clean energy solution by some and dismissed as too complex and controversial by others. But as energy security, decarbonisation, and the exponential power demands of AI come to the forefront, the investment case for uranium is stronger than ever. In this episode of The Astute Investor Podcast, Amanda MacDonald from LGT Crestone sits down with Guy Keller, Portfolio Manager at Tribeca Partners, to explore why nuclear energy is experiencing a global renaissance, what’s driving uranium markets, and how investors can position themselves in this rapidly evolving sector.
