Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities

LiveWire

01-21

Note: This interview was taped Tuesday 10 December 2024. Tribeca's Todd Warren operates in a fascinating space: global natural resources, a sector the market is intensely scrutinising for ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2505029625"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2505029625\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2505029625?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-01-21 12:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2505029625","market":"us","top_or_hot":-1,"title":"Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities","media":"LiveWire","content":"<html><body><div>\n<p>Note: This interview was taped Tuesday 10 December 2024.\nTribeca's Todd Warren operates in a fascinating space: global natural resources, a sector the market is intensely scrutinising for ...</p>\n<a href=\"https://www.livewiremarkets.com/wires/drill-baby-drill-6-stocks-to-play-oil-uranium-and-other-key-commodities\">网页链接</a>\n</div>\n</body></html>","source":"livewire_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDrill, baby, drill: 6 stocks to play oil, uranium and other key commodities\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-21 12:37 GMT+8   <a href=\"https://www.livewiremarkets.com/wires/drill-baby-drill-6-stocks-to-play-oil-uranium-and-other-key-commodities\"><strong>LiveWire</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Note: This interview was taped Tuesday 10 December 2024.\nTribeca's Todd Warren operates in a fascinating space: global natural resources, a sector the market is intensely scrutinising for ...</p>\n<a href=\"https://www.livewiremarkets.com/wires/drill-baby-drill-6-stocks-to-play-oil-uranium-and-other-key-commodities\">网页链接</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7081","symbol_name":"铝","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/drill-baby-drill-6-stocks-to-play-oil-uranium-and-other-key-commodities","article_id":"2505029625","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/drill-baby-drill-6-stocks-to-play-oil-uranium-and-other-key-commodities","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2505029625","pubTimestamp":1737434227,"columns":[],"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"Note: This interview was taped Tuesday 10 December 2024.Tribeca's Todd Warrenoperates in a fascinating space: global natural resources, a sector the market is intensely scrutinising for opportunities and insights, particularly under the new Trump Administration and its 'drill, baby, drill' energy agenda.As Investment Manager of ASX-listed Tribeca Global Natural Resources , Warren brings a unique perspective on the ebb and flow of commodities and the key players best positioned to capitalise on them.“We can invest anywhere in the world in the commodities landscape - whether it's mining, energy, or soft commodities - and build a diversified portfolio based on fundamentals,” he says.We were thrilled to feature Warren in Livewire's 2025 Outlook Series, where he shared his insights on a key part of the market for Australian investors.Tribeca's Todd Warren speaks to yours truly, James Marlay of Livewire. As the chart below illustrates, a significant portion of supply originates from Russia. ","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7081":"铝","BK7083":"煤与消费用燃料","AAI.AU":"Alcoa Corp","CIA.AU":"CHAMPION IRON LTD","KAR.AU":"KAROON ENERGY LTD","BK7110":"铜","CSC.AU":"Capstone Copper Corp","BOE.AU":"BOSS ENERGY LTD","BK7129":"钢铁","TGF.AU":"TRIBECA GLOBAL NATURAL RESOU","BK7142":"石油与天然气的勘探与生产"},"translate_title":"钻，宝贝，钻：6只股票玩转石油、铀和其他关键大宗商品","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAI.AU":1,"BOE.AU":1,"CIA.AU":1,"CSC.AU":1,"KAR.AU":1,"TGF.AU":1},"content_text":"Note: This interview was taped Tuesday 10 December 2024.\nTribeca's Todd Warren operates in a fascinating space: global natural resources, a sector the market is intensely scrutinising for opportunities and insights, particularly under the new Trump Administration and its 'drill, baby, drill' energy agenda.\nAs Investment Manager of ASX-listed Tribeca Global Natural Resources (ASX: TGF), Warren brings a unique perspective on the ebb and flow of commodities and the key players best positioned to capitalise on them.\n“We can invest anywhere in the world in the commodities landscape - whether it's mining, energy, or soft commodities - and build a diversified portfolio based on fundamentals,” he says.\n\nWe were thrilled to feature Warren in Livewire's 2025 Outlook Series, where he shared his insights on a key part of the market for Australian investors.\n\n\n\n\n\n\n\n\n\nTribeca's Todd Warren speaks to yours truly, James Marlay of Livewire\nWhile 2024 was undoubtedly a challenging or sideways year for many commodities, Warren believes it has created a prime setup for investors prepared to participate in a potential cyclical upswing. One standout opportunity he highlights is uranium.\n\n“We’re huge bulls on uranium. The nuclear energy thematic is gaining momentum. Governments and companies worldwide are recognising nuclear as a crucial, carbon-friendly base load power source ... and we’ve got a dramatic deficit in the supply-demand balance,” Warren explains.\nHowever, he cautions against diving into uranium stocks blindly. The viability of a company depends on several factors, including production levels, cost of production, and, critically, where the supply comes from.\nAs the chart below illustrates, a significant portion of supply originates from Russia. However, the West is actively seeking to reduce reliance on Russian sources and secure fuel for nuclear reactors from more stable, friendly nations. In this context, Warren highlights Boss Energy (ASX: BOE), an ASX producer he says is well-positioned to benefit.\n\n\n\n\n\n\n\n\n\nSource: OECD-NEA, IAEA, World Nuclear Association\n#1 growth stock set to explode - Boss Energy (ASX: BOE)\n\n“Boss will see production grow from about 800,000 pounds this year, double that next year, and add another 800,000 pounds by FY27. That’s a tripling of production, which we believe will drive significant earnings growth.”\n#2: Sectors set for a breakout and the stock to play them\nSectors: Copper & aluminiumStocks: Capstone Copper (ASX: CSC) and Alcoa (ASX: AAI)\nWarren explains that while headlines about China's sluggish growth are weighing on prices, the underlying demand fundamentals remain strong - driven by the global energy transition and China's substantial investments in its power grid - while supply challenges persist:\n\"We need a huge amount more of copper and aluminium to fuel or power the energy transition at at time when supply isn't coming.\"\n#3 Contrarian calls set to surge in 2025 \nContrarian calls: Iron ore & oilStocks: Champion Iron (ASX: CIA) and Karoon Energy (ASX: KAR)\n\nTribeca believes the same factors impacting copper and aluminium are also affecting iron ore, with similar supply fundamentals. However, he believes iron ore could see a short-term boost, as the early part of the year typically brings supply disruptions from Australia and Brazil.\nAt his inauguration today, Trump reiterated his commitment to 'drill, baby, drill' and his vision of making the U.S. an energy superpower. But Warren takes the President's promise with a grain of salt given the realities of who controls the oil market and the difficulty in simply drilling up more liquid gold.\n\"We think the OPEC nations will continue to be very constrained in their supply we also think there's way too much optimism in the US under a Trump administration and the supply-demand balance looks okay and the stocks look extreme cheap as a consequence of this pessimism.\" \n\nWatch the full video for a deeper thesis on the five commodities Tribeca likes for 2025, five stocks to play them, and the one to avoid.\n\n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1}}}