Search

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 Post-Election Correction Comes as No Surprise

Special Report

Gold’s Post-Election Correction Comes as No Surprise

We see gold's post-election pullback as a healthy consolidation, affirming our bullish outlook. Post-election market dislocations, historically tied to political outcomes, may present a strategic buying opportunity in precious metals and mining equities. 

Real Assets in Focus: Gold, Silver, Copper and Uranium

Interview

Real Assets in Focus: Gold, Silver, Copper and Uranium

Unlock the power of real assets investing with Sprott’s Masterclass video. Dive into gold, silver, copper and uranium with industry experts Ed Coyne, Ryan McIntyre and Steve Schoffstall as they reveal strategies to navigate global uncertainties and identify opportunities. Discover how to leverage precious metals and critical materials to potentially build a resilient, future-ready portfolio.

Batteries and Minerals Driving Global Electrification

Sprott Critical Materials Monthly

Batteries and Minerals Driving Global Electrification

Batteries and energy storage continue to underpin electrification trends, solidifying their role as a cornerstone in the global shift toward sustainable energy. Support is being strengthened by strategic investments from governments and corporations, and resilient demand for critical minerals like lithium, copper and nickel. 

Why Tech & Big Investors Are Turning to Uranium & Gold

Interview

Why Tech & Big Investors Are Turning to Uranium & Gold

John Ciampaglia, CEO of Sprott, joins James Connor to discuss why gold is increasingly viewed as a safeguard against economic uncertainty and why uranium has become essential to powering big tech's ambitious AI expansion.

The New Power Play: How Tech Giants Are Embracing Nuclear Energy for Data Centers

Shifting Energy

The New Power Play: How Tech Giants Are Embracing Nuclear Energy for Data Centers

Nuclear power is creating a buzz in media circles. Thalia Hayden of @etfguide talks with John Ciampaglia about the powerful comeback of nuclear energy and how tech giants are embracing nuclear energy for data centers.

Big Tech Targets Nuclear Energy to Support AI Ambitions

Sprott Uranium Report

Big Tech Targets Nuclear Energy to Support AI Ambitions

Big tech is turning to nuclear energy to fuel the massive power needs of AI-driven data centers. They're striking bold deals to develop small modular reactors (SMRs), sparking a surge in uranium demand and helping to support clean energy innovation. At the same time, global uranium supply remains inadequate to meet both current and future reactor requirements.

Gold and Silver Enjoy Continued Rally

Sprott Q3 Precious Metals Report

Gold and Silver Enjoy Continued Rally

Gold and silver prices surged in Q3 2024, driven by central bank buying and macroeconomic factors. While gold experienced a historic price increase, silver's price was influenced by both its precious metal value and industrial demand. YTD through September 30, gold is up 27.71% and silver has gained 30.95%.

U.S. Electricity Grid Remakes Itself to Meet Surging AI-Led Power Demand

Sprott Critical Materials Monthly

U.S. Electricity Grid Remakes Itself to Meet Surging AI-Led Power Demand

Demand for electricity over the next decade will put pressure on the U.S. power grid to keep pace. New investment in power-hungry industrial facilities is driving demand, especially the data centers that support artificial intelligence (AI), U.S. reshoring initiatives and the steady electrification of the transport sector.

Investing in Critical Materials: A Diversified Approach to a Long-Term Opportunity

Webcast Replay

Investing in Critical Materials: A Diversified Approach to a Long-Term Opportunity

In our webcast with Nasdaq, John Ciampaglia discusses the rapid emergence of technologies like AI, the race to upgrade power grids, continuing global decarbonization goals and growing middle classes. He gives an overview of how the critical materials behind energy—such as uranium, copper, nickel, lithium and more—are likely to remain growth-oriented investment opportunities for the long term, and how to invest in them in a single allocation.

The Stage Is Set

Sprott Gold Report

The Stage Is Set

We believe gold mining equities are poised for growth, as they remain undervalued despite rising gold prices. Western investors have largely ignored gold, but any shift has the potential to push gold prices higher, which will likely benefit miners. In our view, the current market displays the signs of an early-stage bull market.

An Investor's Guide to Precious Metals and Critical Materials

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.

Uranium Markets Shake Off Summer Doldrums

Sprott Uranium Report

Uranium Markets Shake Off Summer Doldrums

The uranium market has faced short-term volatility, including price declines driven by geopolitical tensions and economic concerns. Despite these challenges, the long-term outlook remains strong. Supply uncertainties from key producers like Kazakhstan and Russia are contributing to this volatility, but the fundamental supply-demand imbalance suggests further growth potential.

John Hathaway's Macro View on Gold

Interview

John Hathaway's Macro View on Gold

In this exclusive interview with Metals and Miners, John Hathaway offers a comprehensive analysis of the current economic landscape. From the deteriorating economic metrics to the growing threat of de-dollarization, Hathaway provides expert insights on the most pressing issues facing investors today.

Sprott CEO John Ciampaglia on Underpriced Silver Catching Up to Gold

Interview

Sprott CEO John Ciampaglia on Underpriced Silver Catching Up to Gold

Silver prices should spike higher with gold hitting a new all-time high above $2,500 an ounce, said John Ciampaglia, CEO of Sprott Asset Management, when speaking with Kitco Mining.  “It's mind-boggling to us that silver is still below $30. It is obviously way off its 2010 highs, and we would love to see it get back to the $50 level,” said Ciampaglia. “We think it has the ability to do that over time.”

An Inside Look at the Global War for Lithium, Copper and Critical Minerals with Author Ernest Scheyder

Shifting Energy

An Inside Look at the Global War for Lithium, Copper and Critical Minerals with Author Ernest Scheyder

Author and acclaimed Reuters journalist Ernest Scheyder discusses his book, The War Below: Lithium, Copper, and the Global Battle to Power Our Lives, with Sprott's Steve Schoffstall in this exclusive interview.

Gold Tops $2,500: A Technical View

Special Report

Gold Tops $2,500: A Technical View

Gold has surged above the psychological $2,500 level, driven by factors not easily explained by traditional market variables, suggesting possible central bank or sovereign activity rather than usual market dynamics.

The Unstoppable Rise of Renewable Energy

Sprott Critical Materials Monthly

The Unstoppable Rise of Renewable Energy

Renewable energy is rapidly replacing fossil fuels as costs decrease and efficiencies improve with increased deployment, making it much cheaper than traditional energy sources. This shift, driven by the exponential growth of renewables, electrification, and efficiency, is expected to significantly alter global power dynamics as fossil fuels are phased out.

Core Conversations on Silver Featuring Maria Smirnova

Interview

Core Conversations on Silver Featuring Maria Smirnova

Chief Investment Officer Maria Smirnova talks silver with Mark Bunting of Red Cloud Financial Services, RCTV LIVE. Maria takes a deep dive into what is providing support for silver in 2024, which is up 21.90% as of July 31, 2024. 

The AI Revolution and Data Centers: A New Frontier in Energy Demand

Special Report

The AI Revolution and Data Centers: A New Frontier in Energy Demand

Significant investments in AI-related tech stocks have helped push the S&P 500 Index to record highs this year. The rapid growth of AI is significantly increasing the energy demands of data centers, which is likely to lead to a surge in demand for critical materials.

Lithium: Short-Term Opportunities for a Long-Term Trend

Special Report

Lithium: Short-Term Opportunities for a Long-Term Trend

This might be an ideal moment to re-evaluate lithium miners given their potential to benefit as the global energy transition continues. The current dip in the price of lithium miners presents a potential short-term opportunity, given the strong future demand and supply imbalance. 

Uranium Case Strengthens

Sprott Uranium Report

Uranium Case Strengthens

The uranium spot price has remained range-bound between $85 and $95 per pound, and ended the first half at $85.34 (June 30, 2024). Uranium miners fell in June, but bounced back in early July, outperforming the commodity YTD. 

U.S. Dollar: Decline and Fall

Sprott Gold Report

U.S. Dollar: Decline and Fall

Gold’s breakout may signify more than one might infer from the continuing lack of interest. Inflows into the precious metals mining space have the potential to generate compelling outcomes.

Gold’s Record-Setting Quarter and Silver’s Resurgence

Sprott Q2 Precious Metals Report

Gold’s Record-Setting Quarter and Silver’s Resurgence

Gold gained 12.79% YTD by June 30, supported by central bank buying. Silver closed Q2 at $29.14, boosted by gold's breakout and global monetary expansion.

Fourth Industrial Revolution Fuels Global Competition for Critical Minerals

Sprott Critical Materials Monthly

Fourth Industrial Revolution Fuels Global Competition for Critical Minerals

The fourth industrial revolution (4IR) is driving unprecedented change. Its dominated by AI, robotics, IoT, genetic engineering and quantum computing. 4IR technologies need critical minerals, fueling a new commodity supercycle.

Copper and AI: Understanding the Opportunity for ETF Investors

Shifting Energy

Copper and AI: Understanding the Opportunity for ETF Investors

In this episode of Shifting Energy (Season 1), Thalia Hayden of @etfguide talks with John Ciampaglia about the growing energy requirements of AI and how uranium, copper, silver and other metals may benefit.

Uncovering Big Opportunities and Demand in Nickel for Investors

Shifting Energy

Uncovering Big Opportunities and Demand in Nickel for Investors

In this episode of Shifting Energy (Season 1), Thalia Hayden of etfguide talks with Steve Schoffstall about the nickel growth story, what's driving it and the investment opportunities now and ahead.

Gold Outlook with John Hathaway

Interview

Gold Outlook with John Hathaway

What will take the gold price higher? John Hathaway, Senior Portfolio Manager, provides his thoughts on why gold isn't moving and what will take it higher.

Uranium Miners Lead Market Higher

Sprott Uranium Report

Uranium Miners Lead Market Higher

YTD the uranium spot price has stabilized between $85-$95 per pound after an 88.54% rise in 2023, indicating a healthy correction in a bullish cycle. Uranium miners' performance improved, matching spot price gains.

A New Copper Supercycle Is Emerging

Sprott Critical Materials Monthly

A New Copper Supercycle Is Emerging

The copper market is entering a new supercycle. Demand is surging as countries invest in clean energy and protect their access to copper, while supply is constrained by a lack of new mine development.

Silver’s Critical Role in the Clean Energy Transition

Sprott Silver Report

Silver’s Critical Role in the Clean Energy Transition

Silver is crucial in the shift to cleaner energy, vital for solar panels and EVs, which reduce greenhouse gases. New technologies like AI have increased demand, while overall silver supply has declined.

Gold and Silver: Precious Metals On the Move

Sprott Webcast Replay

Gold and Silver: Precious Metals On the Move

Replay our webcast on gold and silver with John Hathaway and Maria Smirnova. Gold is supported by central bank buyers like China, while silver benefits from increased demand for PV solar panels.

AI's Critical Impact on Electricity and Energy Demand

Sprott Critical Materials Monthly

AI's Critical Impact on Electricity and Energy Demand

The rise of AI and data centers will boost global electricity demand, challenging power grids but benefiting clean energy sources like nuclear. This trend will also increase demand for copper.

The Case for Investing in Nickel Miners

Special Report

The Case for Investing in Nickel Miners

Nickel's future is bright due to its role in net-zero goals. Stricter regulations and government support for EVs are driving demand, benefiting nickel mining companies in the long run.

Nuclear Revival: A Resurgence for Uranium Miners

Special Report

Nuclear Revival: A Resurgence for Uranium Miners

Rising global nuclear energy commitments make uranium a compelling investment. Despite a slight dip in spot prices, there's potential for growth.

Miners Ignore Softer Uranium Price

Sprott Uranium Report

Miners Ignore Softer Uranium Price

In March, the uranium market saw mixed results: spot prices fell, but miners' stocks rose due to a positive long-term outlook. We believe the uranium bull market has more room to grow.

Battery Storage Is the Technological Cornerstone for a Sustainable Energy Future

Sprott Critical Materials Monthly

Battery Storage Is the Technological Cornerstone for a Sustainable Energy Future

The energy sector has experienced a remarkable transformation, primarily driven by the rapid growth and integration of renewable energy sources. Central to this transition is the advancement of battery storage technology.

Sprott CEO Says He’s Bullish on Gold in the Near-Term Thanks to China Buying

Interview

Sprott CEO Says He’s Bullish on Gold in the Near-Term Thanks to China Buying

John Ciampaglia, CEO of Sprott Asset Management, joins CNBC's Fast Money to talk about the gold market and explain how central banks and overseas buyers are driving current demand. 

What Does the Gold Price Breakout Mean?

Sprott Gold Report

What Does the Gold Price Breakout Mean?

The breakout in gold prices since February has been largely ignored by mainstream investors. Gold bullion’s breakout is significant in that it represents the positive resolution of a three-year consolidation.

Gold Is on the Rise and Reaches All-Time High

Sprott Q1 Precious Metals Report

Gold Is on the Rise and Reaches All-Time High

Gold reached an all-time closing high and is up 8.09% YTD (as of 3/31/2024) after rising 13.10% in 2023. We believe several factors are in place for gold to move higher, such as strong central bank buying. 

The Copper Growth Story

Shifting Energy

The Copper Growth Story

In this episode of Shifting Energy (Season 1), Thalia Hayden @etfguide talks with Ed Coyne and Steve Schoffstall at Sprott Asset Management about what's driving the copper growth story.

The Elements of Energy: Uranium and Copper

Interview

The Elements of Energy: Uranium and Copper

Learn how renewed interest in nuclear power, rising global energy demands, and the transition to clean energy are driving investment opportunities in uranium, copper and their miners in this Asset TV video featuring Ed Coyne and Steve Schoffstall.

Uranium and Copper: The Elements of Energy

Sprott Webcast Replay

Uranium and Copper: The Elements of Energy

Electricity demand is expected to grow 86% by 2050. At the center of this growth are uranium and copper – two critical materials that are in high demand and limited supply.

 Uranium Bull Market Takes a Healthy Pause

Sprott Uranium Report

Uranium Bull Market Takes a Healthy Pause

Uranium markets pulled back in February after a rapid rise—in our view, this is a healthy pause in the ongoing uranium bull market. News from Kazatomprom and Cameco reinforce uranium markets' structural supply deficit.

Nasdaq TradeTalks: How the Demand for Copper Could be Impacted by the Transition to Cleaner Energy

Interview

Nasdaq TradeTalks: How the Demand for Copper Could be Impacted by the Transition to Cleaner Energy

Steve Schoffstall visits Nasdaq TradeTalks to talk about Sprott’s continued expansion in the critical minerals sector, including the launch of COPP

Nasdaq Investment News: Copper and its Role in the Transition to Cleaner Energy

Interview

Nasdaq Investment News: Copper and its Role in the Transition to Cleaner Energy

Ed Coyne discusses copper’s role in the energy transition, its current status in the market and how Sprott is capturing the potential opportunity with COPP and COPJ.

Global Investment Pours into Renewable Energy

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.

The Nuclear Energy Comeback and Uranium Powering It

Shifting Energy

The Nuclear Energy Comeback and Uranium Powering It

John Ciampaglia joins Thalia Hayden on Sprott’s new video series, Shifting Energy. They discuss surging uranium prices, the latest nuclear renaissance and potential investment opportunities. 

Copper: Wired for the Future

Special Report

Copper: Wired for the Future

The demand for copper in energy grids, electric vehicles and clean energy technologies, combined with diminishing ore grades and limited inventories, underscores copper's growing importance. 

Copper: The Red Metal's Central Role in Powering Our Net-Zero Carbon Future

White Paper

Copper: The Red Metal's Central Role in Powering Our Net-Zero Carbon Future

In the U.S. alone, copper is a crucial element in nearly 7 million miles of electrical wires. This white paper introduces the trends that are driving copper markets and copper miners, and explains our positive outlook. 

John Hathaway: Gold Stocks "Ridiculously Cheap," What Will Make Them Move?

Interview

John Hathaway: Gold Stocks "Ridiculously Cheap," What Will Make Them Move?

John Hathaway shares his thoughts on the disconnect between the gold price and gold stocks, explaining why it's happening, whether he's seen it before and what could make gold stocks finally start moving.

Uranium Price Returns to Triple Digits

Sprott Uranium Report

Uranium Price Returns to Triple Digits

Uranium price surged 11% in January, fueled in part by Kazatomprom's cut in guidance for 2024 production. Junior uranium miners were top performers , climbing 18.78%. 

The Emerging Renewable Energy Economy

Sprott Critical Materials Monthly

The Emerging Renewable Energy Economy

The era of renewable energy is emerging and beginning to reshape power generation. Recent trends suggest that this is a fundamental transformation powered by the fall in renewable energy costs. 

 Radioactive-Asset Manager

Grant's Interest Rate Observer

Radioactive-Asset Manager

Whitney George, CEO of Sprott, joined Evan Lorenz to discuss Sprott's growth and the increasing demand for critical materials, including uranium. 

Sprott Uranium Update 2024

Interview

Sprott Uranium Update 2024

John Ciampaglia joins James Connor at the Bloor Street Capital Virtual Uranium Conference to examine the growing interest in the uranium market, and Sprott’s movement in the space. 

 Sprott is Bullish on Uranium as Governments Shift to the Energy Source

Interview

Sprott is Bullish on Uranium as Governments Shift to the Energy Source

John Ciampaglia sits down with BNN Bloomberg to discuss the uranium market. "We’ve been very active in educating the market and investors about the uranium thesis since we acquired the Uranium Participation Corporation in July 2021."

Top 10 Themes for 2024

Special Report

Top 10 Themes for 2024

What forces are likely to drive energy transition materials and precious metals markets in 2024 and over the next decade? We discuss 10 critical macroeconomic and market-specific themes.

Nuclear Waste: Dispelling Fears and Myths

Educational Video

Nuclear Waste: Dispelling Fears and Myths

Nuclear waste is not something to be feared. In this video, we dispel the many fears and concerns about spent nuclear fuel. 

Gold Mining Stocks, A Clear and Compelling Investment Case

Sprott Gold Report

Gold Mining Stocks, A Clear and Compelling Investment Case

We  believe that the investment case for gold mining equities is clear and compelling, grounded in value analysis and situational factors. A challenge is having the patience to wait for investors to discover the attraction. 

Sergio Lujan Talks Sprott’s Expertise and the Gold Markets with RIA Channel

Interview

Sergio Lujan Talks Sprott’s Expertise and the Gold Markets with RIA Channel

At the 2023 Schwab Impact conference, Sergio Lujan joined Keith Black of RIA Channel to discuss Sprott’s specialization in precious metals, the current state of the gold market, along with our outlook.

What a Year for Uranium and Nuclear Energy

Sprott Outlook

What a Year for Uranium and Nuclear Energy

2023 provided the long-awaited inflection point for the uranium contracting cycle. Long-term security of supply concerns, fanned by lingering geopolitical risks and the challenges of expanding primary production, are likely the key themes to watch.

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. 

Important Message

You are now leaving Sprott.com and entering a linked website. Sprott has partnered with ALPS in offering Sprott ETFs. For fact sheets, marketing materials, prospectuses, performance, expense information and other details about the ETFs, you will be directed to the ALPS/Sprott website at SprottETFs.com.

Continue to Sprott Exchange Traded Funds

Important Message

You are now leaving sprott.com and linking to a third-party website. Sprott assumes no liability for the content of this linked site and the material it presents, including without limitation, the accuracy, subject matter, quality or timeliness of the content. The fact that this link has been provided does not constitute an endorsement, authorization, sponsorship by or affiliation with Sprott with respect to the linked site or the material.

Continue

Important Message

You are now leaving SprottETFs.com and entering a linked website.

Continue