We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners.
Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots more.
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(0:00:00)Introduction
(0:01:18)Changes to decarb since 2021
(0:02:44)Demand for hybrids
(0:07:27)Nationalism of industries
(0:12:11)Rise of ASEAN nations
(0:13:14)Nickel