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Energy, Finance Investment

Energy security returns to the top of the geopolitical agenda as ASX-listed uranium stocks take center stage

Jane Morgan Management 2 mins read

Good morning

Recent conflict in the Middle East has created significant disruption and uncertainty around oil and natural gas supply chains, pushing energy security back to the top of the agenda for governments worldwide. Nuclear is still a hard conversation to have in Australia, with public consensus and political policy slow to engage. 

The JMM & Tribeca Nuclear Energy Forum at 11am AEDT on Thursday 26th March 2026 is a live, institutional-grade webinar exploring the structural drivers behind renewed global interest in nuclear energy and the investment opportunities emerging from uranium markets.

The forum will feature leaders from three ASX-listed uranium stocks and Tribeca Investment Partner’s Nuclear Energy Opportunities Strategy Portfolio Manager. Not only will attendees have direct access to management teams navigating one of the market's most closely watched commodity sectors, they’ll hear how Australia is placed on the global nuclear stage. 

Highlights:

  • The global tech companies who are leading the way in small reactor development.

  • How Australia compares globally with nuclear development and government policy.

  • What the financial implications and opportunities are of the sector as they stand today.

  • The greatest challenges facing uranium miners in a country with strong resistance to nuclear.

The forum is being hosted by Jane Morgan, from Jane Morgan Management (JMM) and Tribeca Investment Partners. 

CONFIRMED SPEAKERS

Guy Keller  —  Portfolio Manager, Nuclear Energy Opportunities Strategy Tribeca Investment Partners 

George Bauk  —  Chief Executive Officer, Peninsula Energy Limited (ASX: PEN)

Andrea Marsland-Smith  —  Managing Director, Alligator Energy (ASX: AGE)

Marnie Finlayson  —  Managing Director & CEO, DevEx Resources (ASX: DEV)

Registration is now open here. Journalists and media seeking further information, speaker access, or registration details are invited to contact Jane Morgan Management directly.

ABOUT TRIBECA INVESTMENT PARTNERS

Tribeca Investment Partners is an Australian-based alternative investment manager with deep expertise across equity and commodity markets, with a particular focus on resource sector opportunities.

Media Enquiries: Jane Morgan Management  |  [email protected]


About us:

Jane Morgan Management (JMM) is a specialist investor relations and communications firm, focused on connecting investors with opportunities. 

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