Insights
Sprott Insights offers unique analyses and perspectives from the firm’s leading experts on key topics in precious metals and critical materials.
Sprott Uranium Report
Uranium Miners: A Liquidity Shock, Not a Broken Thesis
Uranium miners have sold off sharply even as spot uranium prices remain firm and long-term contract prices reach record levels. We examine why liquidity pressures—not weakening uranium fundamentals—appear to be driving the disconnect, while nuclear expansion, tightening inventories and slow mine supply continue to support the long-term positive outlook.
Sprott Webcast Replay
Metals and Miners: Opportunities in the Strategic Resource Race
As nations race to secure critical metals, macro and geopolitical forces are reshaping the outlook. In this mid-year webcast, Ryan McIntyre, Paul Wong and Ed Coyne break down the key drivers across gold, silver, copper, uranium and more, and what they may mean for markets and investment opportunities in the second half of 2026.
Special Report
Top 10 Themes for 2026
What are the 10 most important themes impacting global markets in 2026? We explore issues from deglobalization and fiscal dominance to the surge in gold, silver and critical materials, and provide our view of where opportunities and risks may be emerging.
Special Report
Top 10 Themes for 2025
What forces will shape the markets in critical materials and precious metals in 2025 and beyond? We identify 10 key macro and market themes investors should watch in the coming year.
Sprott Webcast Replay
An Investor's Guide to Precious Metals and Critical Materials
2024 has been an exciting year thus far for precious metals and critical materials. This webcast takes a technical perspective on the key drivers for gold, silver, uranium and copper, as all four metals enjoy positive markets. We also provide strategic portfolio allocation ideas for precious metals and critical materials.
Sprott Critical Materials Monthly
Global Investment Pours into Renewable Energy
February was lackluster for critical materials, but the backdrop remains very positive. The global commitment to clean energy hit a new milestone in 2023 as investment surged to an unprecedented $1.77 trillion.
Sprott Critical Materials Monthly
Silver Demand Grows as Solar Leads Renewables
Uranium's performance helped the energy transition complex close higher in September. From a macro outlook, solar panels are emerging as a critical player in the global energy transition.
Sprott Critical Materials Monthly
U.S. Taking Center Stage in Cleantech Investment
Uranium had a strong August, contrasting with the decline of most energy transition metals due to China's economic troubles. The investment capital spurred by the U.S. Inflation Reduction Act (IRA) is turning the U.S. into a cleantech powerhouse.
Sprott Webcast Replay
Looking Ahead to Metals and Miners
2022 has been a difficult year for many asset classes. Markets were historically volatile, with higher-than-expected inflation, quickly rising interest rates, the Russia-Ukraine war and the threat of a global economic recession.
Investment Risks and Important Disclosure
This article discusses a range of potential economic scenarios that could arise if current geopolitical conditions persist or deteriorate. These scenarios, including those expressed in the present or future tense, are illustrative only and should not be viewed as predictive, promissory or guaranteed.
Relative to other sectors, precious metals and natural resources investments have higher headline risk and are more sensitive to changes in economic data, political or regulatory events, and underlying commodity price fluctuations. Risks related to extraction, storage and liquidity should also be considered.
Gold and precious metals are referred to with terms of art like "store of value," "safe haven" and "safe asset." These terms should not be construed to guarantee any form of investment safety. While “safe” assets like gold, Treasuries, money market funds and cash generally do not carry a high risk of loss relative to other asset classes, any asset may lose value, which may involve the complete loss of invested principal.
Past performance is no guarantee of future results. Investments, commentary and statements are unique and may not be reflective of investments and commentary in other strategies managed by any other Sprott entity or affiliate. Opinions expressed in this presentation are those of the presenters and may vary widely from opinions of other Sprott affiliates. Forward-looking language should not be construed as predictive. While third-party sources are believed to be reliable, Sprott makes no guarantee as to their accuracy or timeliness. This information does not constitute an offer or solicitation and may not be relied upon or considered to be the rendering of tax, legal, accounting or professional advice. It does not constitute a recommendation to purchase, sell or hold gold, silver, mining equities, exchange-traded products or any other investment.