Renaud Saleur, former Soros Quantum Fund manager and CEO of Anaconda Invest, has identified copper, aluminum, and uranium as pivotal investments for the coming decade, driven by global electrification demands. Saleur predicts a significant rise in global electricity consumption, necessitating massive investments in infrastructure, including an additional 100 million kilometers of cable. His Vulcain Global Volta Electron for AI Fund, which has gained nearly 50% since its inception, allocates 40% to commodities and 60% to equities. Saleur also forecasts uranium prices to reach $200 per pound by 2027, citing a supply deficit and increased nuclear reactor construction. In the oil sector, he sees greater potential in oilfield services over crude oil itself, with his Vulcain Long-Short Oil and Gas Fund rising 110% since 2022. Saleur's strategy in AI focuses on infrastructure over semiconductors, investing in companies like Sweden’s Munters and Italy’s Carel, which support data center expansion.