The Ultimate Energy Transition Revealed by Industry Insider

Recording date: 13th June 2023

Dive into a fascinating conversation with Guy Keller, a distinguished representative from Tribeca Investment Partners, as he shares invaluable insights into the world of uranium mining and its pivotal role in the ongoing energy transition. With a keen focus on the global natural resources business, Keller offers a wealth of knowledge and experience in the field.

During the conversation, Keller sheds light on the fundamentals of the nuclear fuel cycle and the specific emphasis his work places on uranium mining. He highlights the pressing issue of a supply deficit in the uranium sector, emphasizing the scarcity of uranium to meet the demands of the existing fleet of reactors and the upcoming surge in reactor construction. Keller also discusses the challenges associated with permitting and licensing in the industry.

On the demand side, Keller reveals the increasing need for uranium driven by the construction of 50 new reactors globally, signaling a significant growth opportunity. He encourages a closer examination of the uranium sector's basics and underscores the importance of understanding the supply-demand dynamics to make informed investment decisions.

Prepare to gain unique insights into the uranium industry and its crucial role in shaping the future of energy as Keller's expertise unravels the complexities and opportunities within this dynamic sector.

0:00 - Company overview
0:25 - Perspective as a fund manager in making the suitable investments
3:36 - Possible reason why investors stay away from uranium
5:36 - Thoughts about the lack of attention and interest in the mining space
7:48 - Thoughts about the supply side in the mining space
11:46 - Thoughts about the demand side in the nuclear sector
14:55 - Perspective on the current understanding of politicians about the supply and demand of the nuclear energy sector
20:28 - Changes in the buying behavior and pricing in the uranium sector
24:28 - How the US can deliver energy security for its citizens
31:11 - Perspective on the uranium thematic concerning inflation
35:02 - Defining the opportunity in the uranium space
43:22 - Perspective on the general public’s understanding of the uranium thematic
47:25 - Why the uranium sector is different from other commodities
51:33- Outro

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