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.