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Erik Townsend and Patrick Ceresna welcome Guy Keller to MacroVoices. Erik and Guy discuss:

  • Uranium Market Overview
  • Capacity & Government Policies Impacting Uranium
  • Tech Companies & Nuclear Fuel Cycle
  • Impact of Tariffs on Uranium Supply
  • Nuclear Innovation & Technology Investments 

 

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Guy is the Portfolio Manager for the Tribeca Nuclear Energy Opportunities Strategy which invests in the equity and debt of companies involved in the nuclear energy industry with a key focus on the uranium sector. As a senior member of the Tribeca Global Natural Resources investment team, Guy also provides valuable insight and supply and demand modelling across key commodities such as iron ore, base and precious metals, leveraging over two decades of global commodity trading experience including 15 years as Head of Asia Base Metals Trading at Macquarie Bank. He holds a Bachelor of Social Science majoring in Economics from UNSW and a Master of Applied Finance from Macquarie University, Sydney.