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Insights

Sprott Insights offers unique analyses and perspectives from the firm’s leading experts on key topics in precious metals and critical materials.

Gold’s Bold Move to New Closing High

Sprott Special Report

Gold’s Bold Move to New Closing High

On Friday, December 1, 2023, spot gold bullion registered an all-time high closing price of $2,072.22, surpassing the prior closing high of $2,063.54 reached on August 6, 2023.

Energy Security and the Shifting Focus from Oil to Critical Minerals

Sprott Critical Materials Monthly

Energy Security and the Shifting Focus from Oil to Critical Minerals

As the U.S. advances in its pursuit of clean energy, it is strategically redirecting its energy security emphasis from oil to critical minerals, and diminish the influence of oil geopolitics and petrostates such as Russia.

Central Banks Support Gold & Solar PV Demand Buoys Silver

Sprott Q3 Precious Metals Report

Central Banks Support Gold & Solar PV Demand Buoys Silver

Gold demand from sovereigns and central banks remains unwavering. Over the past decade, China has been committed to bolstering its gold reserves to enhance its economic and geopolitical standings. 

Silver Demand Grows as Solar Leads Renewables

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. 

U.S. Taking Center Stage in Cleantech Investment

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.

Growing Urgency to Modernize U.S. Power Grid

Sprott Critical Materials Monthly

Growing Urgency to Modernize U.S. Power Grid

The U.S. power grid desperately needs modernization. This is driving the development of energy storage systems and V2G (vehicle-to-grid) technology and is a major copper demand driver. 

Central Banks Flex Gold Market Muscle

Sprott Q2 Precious Metals Report

Central Banks Flex Gold Market Muscle

Central banks and investment funds were the main players shaping the gold market in the first half of the year. Gold is reverting to its historical role as a significant reserve asset as central banks seek to diversify amid geopolitical uncertainties.

EV Battery Independence and the New U.S. Manufacturing Supercycle

Sprott Critical Materials Monthly

EV Battery Independence and the New U.S. Manufacturing Supercycle

Energy transition metals miners posted strong results in June, with uranium mining equities leading the group. The U.S. is entering the early stages of a manufacturing supercycle driven by massive energy transition investment.

Geopolitical Risks Enhance Gold’s Role as a Reserve Asset

Sprott Precious Metals Report

Geopolitical Risks Enhance Gold’s Role as a Reserve Asset

Gold attempted to breakout above $2,050 in early May before drifting lower as the U.S. debt-ceiling drama deepened and the U.S. dollar strengthened. At the same time, global central banks have been accumulating gold at a record pace. 

The West Moves to Weaken China's Hold

Sprott Critical Materials Monthly

The West Moves to Weaken China's Hold

Lithium and lithium miners staged a sharp rebound rally in May and were the positive exception among critical minerals. The sector was weighed down by China's faltering recovery, ongoing global growth concerns and the U.S. debt ceiling drama. 

Gold Rides Higher on Recession Fears

Sprott Precious Metals Report

Gold Rides Higher on Recession Fears

The gold market continues to be bullish as the probability of a recession rises, regional banking stress resurfaces and the Fed seems determined " get inflation down to 2%, over time".

Nationalization and Surging M&A Highlight Secular Strength

Sprott Critical Materials Monthly

Nationalization and Surging M&A Highlight Secular Strength

The long-term secular growth outlook for energy transition materials got several boosts in April. Chile's decision to nationalize its lithium reserves reinforces the metal's role as a global strategic economic asset. 

How Deglobalization is Changing the Dynamics of Securing Critical Minerals

Sprott Critical Materials Monthly

How Deglobalization is Changing the Dynamics of Securing Critical Minerals

As deglobalization accelerates, unfettered access to critical minerals is not likely to last. The old system of free and fair access to commodities, including critical minerals, is moving toward one marked by interregional competition, and unstable availability and pricing.

Gold Bulls Run Faster as Fed Tackles Banking Crisis

Sprott Precious Metals Report

Gold Bulls Run Faster as Fed Tackles Banking Crisis

Gold posted a solid Q1 2023 gain of 7.96%, and is now up 21.38% from last autumn's low (9/26/22) following the most aggressive central bank purchases in decades and gold investment flows catalyzed by the U.S. banking crisis. 

Has the Next Commodities Supercycle Begun?

Sprott Critical Materials Monthly

Has the Next Commodities Supercycle Begun?

As the global energy transition "arms race" heats up, the drive to secure supply is fast becoming more important than price. All signs indicate the 40-year bond bull market has likely ended and the next great secular bull market in commodities has begun.

First Gold Dip  Since Central Bank Buying Spree

Sprott Precious Metals Report

First Gold Dip Since Central Bank Buying Spree

Gold fell in February, closing the month at $1,827 in a correction characterized by a stall in buying, but not selling. Global central banks have been buying gold at record rates; more than three times their long-term averages.

Critical Materials Start 2023 With a Bang

Sprott Critical Materials Monthly

Critical Materials Start 2023 With a Bang

We believe we are in the early stages of an energy transition materials secular bull market and favorable supply-demand dynamics are likely going forward. The upward revision in global growth, the timing effect of the China credit impulse and the surprise ending of China's zero-COVID policy have provided a tailwind for the metals market. 

Strong China Demand Boosts Gold Rally

Sprott Precious Metals Report

Strong China Demand Boosts Gold Rally

January was another positive month for gold bullion. We saw strong gold buying from China, with estimated tonnes purchased at the highest level since 2017.

2023 Top 10 Watch List

Sprott Precious Metals Report

2023 Top 10 Watch List

This year’s top 10 list offers Sprott’s thoughts on what will likely drive markets in the coming year and decade, from a macro perspective and the vantage of our asset classes: Precious Metals and Energy Transition Materials. 

Investment Risks and Important Disclosure

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. You cannot invest directly in an index. Investments, commentary, and opinions are unique and may not be reflective of any other Sprott entity or affiliate. 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. 

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