Insights

A New Copper Supercycle Is Emerging

A New Copper Supercycle Is Emerging

The copper market is entering a new supercycle, built on several rising geopolitical and market trends contributing to a strong bullish outlook. 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.

Insights tagged: Energy Transition

The Case for Investing in Nickel Miners

The Case for Investing in Nickel Miners

Nickel's future looks promising due to its role in achieving net-zero emission goals. Stricter regulations and government support for electric vehicles are driving up demand for nickel, which will benefit nickel mining companies in the long run. Nickel-intensive batteries are also increasingly being used in large-scale energy storage systems that employ thousands of NMC batteries to power renewable energy projects.

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Battery Storage Is the Technological Cornerstone for a Sustainable Energy Future

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, a critical enabler that promises to reshape how we generate, distribute and consume electricity. As we examine this evolving landscape, it becomes evident that battery storage is a technological cornerstone for a sustainable energy future.

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Shifting Energy: 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, Senior Managing Partner and Steve Schoffstall, Director of ETF Product Management at Sprott Asset Management about the copper growth story, what's driving it and the investment opportunities now and ahead.

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Uranium and Copper: The Elements of Energy

Uranium and Copper: The Elements of Energy

Electricity demand is expected to grow 86% by 2050. At the same time, most of the world is committed to seeking zero-carbon emissions and increasing nuclear energy capacity. At the center of this growth and transformation are uranium and copper – two critical materials that are in high demand and limited supply. These materials and their miners are potentially attractive investment opportunities.

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Global Investment Pours into Renewable Energy

Global Investment Pours into Renewable Energy

February was a lackluster month for critical materials, but the backdrop remains very positive. The global commitment to clean energy hit a new milestone in 2023 as investment in energy transition surged to an unprecedented $1.77 trillion, led by electrified transport. Over the past 10 years, investment in global energy transition has grown at a 24% compound annual rate, several times the global GDP growth rate.

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Unearthing Opportunity: Uranium Miners and the Global Clean Energy Transition

Unearthing Opportunity: Uranium Miners and the Global Clean Energy Transition

Energy infrastructure and commodity markets are coming into high focus. A new wave of technological changes geared towards higher energy efficiency is underway. We believe that nuclear energy and uranium miners are poised to benefit from this shift.

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A New Era: How Critical Minerals are Driving the Global Energy Transition

A New Era: How Critical Minerals are Driving the Global Energy Transition

Critical minerals are essential for the global energy transition as we gradually phase out CO2-intensive energy sources with cleaner sources, including nuclear, solar, wind, hydro and geothermal energy and greater use of electric vehicles (EVs). We believe the unique supply and demand dynamics for critical minerals will underpin potential investment opportunities in the years ahead.

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

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

Today, in the United States alone, copper is a crucial element in nearly 7 million miles of electrical transmission and distribution wires. This white paper introduces the trends that are driving copper markets and copper miners, and explains our positive outlook for growth.

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

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

John Ciampaglia, CEO of Sprott Asset Management, sits down with Andrew Bell of BNN Bloomberg to discuss the uranium market and Sprott’s growth in the space. Campaglia: "We’ve been very active in educating the market and investors about the uranium thesis since we acquired the Uranium Participation Corporation in July of 2021."

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Top 10 Themes for 2024

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 ranging from deglobalization and climate policy to the new commodity supercycle and a potential silver price breakout.

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What a Year for Uranium and Nuclear Energy

What a Year for Uranium and Nuclear Energy

2023 provided the long-awaited inflection point for the uranium contracting cycle whereby we have finally achieved replacement rate levels. We believe the era of uranium inventory destocking and utility complacency is over. 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.

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Future Facing Metals, Both Precious and Critical

Future Facing Metals, Both Precious and Critical

Replay our webcast which focused on how the global energy transition is changing the mining industry. Miners are shifting focus from a China-led commodity supercycle focused on industrialization and urbanization to a new cycle driven by clean energy and renewable energy technologies. Forward facing metals play a significant role in this dynamic.

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Lithium-Ion Technology Solidifies Lead in EV Battery Stakes

Lithium-Ion Technology Solidifies Lead in EV Battery Stakes

The long-term trajectory for EVs is positive despite the recent slowdown. The EV industry is navigating the typical challenges of early technology adoption, with continuous investments and technological advancements driving the transition to electrification. Lithium-ion batteries (LIBs) are the preferred battery technology for EVs, thanks to their superior technical properties and significant investment in their development and infrastructure.

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Energy Security and the Shifting Focus from Oil to Critical Minerals

Energy Security and the Shifting Focus from Oil to Critical Minerals

As the United States advances in its pursuit of clean energy, it is strategically redirecting its energy security emphasis from oil to critical minerals. This dynamic shift is designed to decrease reliance on oil, and diminish the influence of oil geopolitics and the sway of petrostates such as Russia.

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Uranium Rally in Early Innings, Sprott Asset Management CEO Suggests

Uranium Rally in Early Innings, Sprott Asset Management CEO Suggests

John Ciampaglia, CEO of Sprott Asset Management joins CNBC's Fast Money to talk about the uranium market and share Sprott's views on the benefits of nuclear energy and the need for energy security.

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Uranium Update with Bloor Street Capital

Uranium Update with Bloor Street Capital

John Ciampaglia, CEO of Sprott Asset Management: "Uranium has been one of the shining lights among commodities, given that it has had strong performance year to date. I think many investors are interested in what's going on in the uranium space, whether they are deeply involved in the trade or new to it. Investors are trying to understand the key drivers." 

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Uranium Rally Gains Power in September

Uranium Rally Gains Power in September

Uranium and uranium mining stocks posted their best month in two years, as the price of U3O8 reached a 12-year high. YTD as of 9/30/23, physical uranium has risen 51.88% and uranium mining equities have gained 23.93%. Positive sentiment toward nuclear power is growing, and the WNA estimates that uranium demand will double by 2040. Western nations are strategically maneuvering to reduce their dependence on Russia for both uranium supplies and related services.

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How the Uranium Market Works

How the Uranium Market Works

Per Jander, WMC Technical Advisor to Sprott Physical Uranium Trust, draws upon his years of experience as a uranium trader to reveal how the market works. Who are the buyers and sellers, how is uranium transacted and how will the market evolve moving forward? Per answers these questions and more to give investors a better understanding of the dynamics of the uranium trade.

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Pro-Nuclear Sentiment Ignites Uranium Opportunities

Pro-Nuclear Sentiment Ignites Uranium Opportunities

The global nuclear power industry is experiencing a revival. Geopolitical events and a surge in energy demand have shifted sentiment positively, with countries investing in new nuclear reactor builds, restarts and extensions. This has created a growth opportunity for uranium miners, especially as the uranium supply is facing challenges in meeting current and future demand.

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The Great Power Shift: Uranium, Battery Metals and the Energy Transition

The Great Power Shift: Uranium, Battery Metals and the Energy Transition

The clean energy transition and worldwide energy security goals are fueling a global power shift. This shift has reignited interest in nuclear power, accelerated electric vehicle (EV) adoption and spurred renewable energy deployment. In this environment, uranium, lithium, copper and other high-demand, short-supply critical minerals are vitally crucial — and potentially attractive as investment opportunities.

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U.S. Taking Center Stage in Cleantech Investment

U.S. Taking Center Stage in Cleantech Investment

Uranium had a strong month in August, contrasting with the decline of most energy transition metals due to China's economic troubles and shadow banking woes. The investment capital spurred by the U.S. Inflation Reduction Act (IRA) is turning the U.S. into a cleantech powerhouse, reshaping global economics. The old China-led commodity supercycle is giving way to a new U.S.-based supercycle focusing on clean energy and innovation.

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Electric Vehicles and the Growing Opportunity for Lithium Miners

Electric Vehicles and the Growing Opportunity for Lithium Miners

Electric vehicle (EV) adoption has surged in recent years, creating unprecedented demand for lithium, a critical component of EV batteries. With lithium demand expected to rise substantially in the years ahead, lithium miners are at the nexus of the global EV transformation. 

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Uranium, Lithium, Copper, Gold and Silver and Changing Attitudes Toward Commodities

Uranium, Lithium, Copper, Gold and Silver and Changing Attitudes Toward Commodities

John Ciampaglia, CEO of Sprott Asset Management discusses why a higher uranium price will help incentivize much needed production for the world's growing nuclear fleet. John also discusses his outlook on gold, silver, copper, lithium and more.

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Growing Urgency to Modernize U.S. Power Grid

Growing Urgency to Modernize U.S. Power Grid

Given increased electricity demand and the risks posed by climate change, the U.S. power grid desperately needs modernization. There is an immediate need to expand the grid’s capacity, increase its resilience and support its most vulnerable components – the transmission and distribution lines. This is driving the development of energy storage systems and V2G (vehicle-to-grid) technology and is a major copper demand driver. 

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Sprott Update on Gold, Uranium and Battery Metals

Sprott Update on Gold, Uranium and Battery Metals

John Ciampaglia, CEO of Sprott Asset Management, sits down with James Connor of Bloor Street Capital to discuss the current state of the gold market, the resilience of uranium compared to other commodities, the growth of the battery metals sector and Sprott’s focus on providing investors with access to energy transition investments. 

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The West Moves to Weaken China's Hold

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. China’s dominance in critical minerals poses risks to the West’s manufacturing base and national security, highlighting the need for onshoring and friend-shoring energy transition supply chains.

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Unearthing Investment Opportunities in Precious Metals and Critical Minerals

Unearthing Investment Opportunities in Precious Metals and Critical Minerals

Sprott CEO Whitney George discusses the global energy transition and the growing interest in critical minerals investing with Asset TV's Jonathan Forsgren. George explains how Sprott expanded beyond "all things gold" to offer physical uranium, as it forged a path to becoming a recognized asset manager in the energy transition space.

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Bloor Street Capital Virtual Copper Conference

Bloor Street Capital Virtual Copper Conference

Sprott Asset Management’s Shree Kargutkar, CFA, speaks with Bloor Street Capital’s Jimmy Connor at the May 11 Virtual Copper Conference. Shree discussed the supply/demand scenario for the metal and how it may change with the growth of electric vehicles, geopolitical factors impacting global copper mining and recent M&A activity in the sector. He and outlined the potential investment opportunity copper and its miners provide. 

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Nationalization and Surging M&A Highlight Secular Strength

Nationalization and Surging M&A Highlight Secular Strength

The long-term secular growth outlook for energy transition materials got several boosts in April, despite tepid performance for the month. Chile's decision to nationalize its lithium reserves reinforces the metal's role as a global strategic economic asset. M&A activity has heated up in the copper mining sector with lofty bids, including Glencore's $23 billion rejected offer for Teck Resources at a 20% premium.

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How Deglobalization is Changing the Dynamics of Securing Critical Minerals

How Deglobalization is Changing the Dynamics of Securing Critical Minerals

Commodity prices weakened in March in reaction to financial system stress and recession fears. 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. China has moved aggressively to acquire critical minerals in the past 20, but we believe the West has near-unmatched capabilities and is a formidable competitor.

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Uranium Proves Resilient in March

Uranium Proves Resilient in March

The U3O8 uranium spot price fell slightly in March, from $50.85 to $50.70. YTD through 3/31/2023, uranium has gained 4.93%, demonstrating resilience relative to other commodities (down 6.47% as measured by the BCOM Index). Along with other equities, uranium mining stocks fell in March, victims of the selloff following the U.S.'s biggest banking crisis since 2008. Positive headlines on nuclear power restarts continued in March.

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Has the Next Commodities Supercycle Begun?

Has the Next Commodities Supercycle Begun?

February saw energy transition materials/critical minerals markets correct, but the secular story remains strong. 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.

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Uranium‘s Mixed February

Uranium‘s Mixed February

Although markets in February saw a reversal of January's positive performance, spot uranium posted a slight gain of 0.20%, outperforming many other asset classes. Uranium miners made headlines with significantly-sized uranium contracts that reflect higher demand for long-term supply commitments. Uranium market fundamentals are the most positive in over a decade and are likely to continue to be the primary performance driver.

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BNN Bloomberg with Sprott CEO Whitney George

BNN Bloomberg with Sprott CEO Whitney George

Whitney George, Sprott CEO: "In addition to our traditional precious metals focus, we have entered the energy transition materials space, which began with the creation of Sprott Physical Uranium Trust.... I believe Sprott is well equipped to offer  energy transition investments, which will be a very important theme in the next 10 years."

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Bloor Street Capital Nuclear and Uranium Conference

Bloor Street Capital Nuclear and Uranium Conference

John Ciampaglia: “I think it's an interesting time to be investing in uranium — from a fundamental perspective, from an energy policy perspective, from a geopolitical risk perspective….we've experienced a sea change in the level of interest related to uranium, energy transition materials and mining investments.” Bloor Street Capital's Nuclear and Uranium Virtual Conference featured John Ciampaglia, CEO of Sprott Asset Management, and Per Jander, WMC Energy, Director, Nuclear & Renewables.

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The Energy Transition Is Here. Is Your Portfolio Ready?

The Energy Transition Is Here. Is Your Portfolio Ready?

As the world sets aggressive goals to reduce reliance on fossil fuels and move to cleaner energy sources, critical minerals will be essential. Due to years of underinvestment, we believe demand is likely to outstrip supply for many energy transition materials, including uranium, lithium, copper, nickel and others. The investment opportunities may be powerful.

Replay Webcast
Critical Materials Start 2023 With a Bang

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. For energy transition metals, we see this as a cyclical boost on top of the robust secular demand that is in play.

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From the Ground Up

From the Ground Up

Value Investor Insight interviewed Whitney George, John Ciampaglia, John Hathaway, Matthew Haynes and Per Jander on the key global macroeconomic shifts that have prompted Sprott to broaden and deepen its focus on real assets and energy transition investing. CEO Whitney George: "For the global energy transition, decarbonization initiatives will require an enormous amount of mined material. Chronic underinvestment in supply capacity and the difficulty in bringing mines to production indicate that supply is not likely to keep up with demand, putting upward pressure on prices for many energy transition materials."

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Uranium‘s January Jump

Uranium‘s January Jump

January was a strong month for uranium markets, with U3O8 uranium spot price posting a 5.05% increase and uranium mining equities gaining 14.65%. Looking ahead, we believe the uranium bull market still has a long way to run. Over the long term, increased demand in the face of an uncertain uranium supply is likely to support a sustained bull market.

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Fireside Chat: Investing in the Critical Minerals Driving the Energy Transition

Fireside Chat: Investing in the Critical Minerals Driving the Energy Transition

A global clean energy transition is underway. Significant investment in energy infrastructure will be required over the coming decades as we evolve how we generate, transmit and store energy. Critical minerals will be essential. We believe investing in the mining companies that produce critical minerals may offer attractive investment opportunities, as discussed in this video with Ed Coyne, Senior Managing Director at Sprott, and Steven Schoffstall, Director ETF Product Management.

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Key Trends for 2023 and December Recap

Key Trends for 2023 and December Recap

Three key themes for uranium markets in 2023: 1) increased emphasis on energy security worldwide; 2) higher conversion/enrichment prices may boost spot uranium prices; and 3) the global energy transition supports the case for nuclear power. Uranium's performance was notably strong in 2022, despite the overall bear market. Although uranium mining equities fared less well, we believe that the positive fundamentals for uranium and nuclear energy are likely to provide support in 2023.

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2023 Top 10 Watch List

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. We believe the global clean energy transition will grow more urgent as energy markets continue re-ordering and energy security becomes synonymous with national security. The signposts point to a commodity-intensive, inflationary and capital-intensive decade where energy transition materials and precious metals will become far more valued than in the prior market regime.

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The Optimistic News Continues

The Optimistic News Continues

The uranium markets did not perform as well as other sectors in November, despite having posted relatively strong performance throughout 2022. While the price of U3O8 uranium has lagged since May 2022, conversion and enriched uranium prices have significantly appreciated. We believe that current demand, coupled with a shift away from Russian suppliers, is likely to support a higher U3O8 uranium spot price.

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Uranium & Nuclear Power Play a Critical Role in the U.S.

Uranium & Nuclear Power Play a Critical Role in the U.S.

Nuclear power generates more than 50% of the carbon-free electricity in the U.S. while meeting 20% of the country's electricity demand. As the country and the world take steps to tackle greenhouse gas emissions, we believe that uranium and nuclear power will be critical to the solution.

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Uranium's October Optimism

Uranium's October Optimism

The U3O8 uranium spot price climbed 8.32% in October, rising from $48.25 to $52.27 per pound. YTD as of October 31, 2022, the uranium spot price has climbed by 24.12%. We believe the uranium bull market remains intact despite the negative macroeconomic environment. Our outlook is supported by the unprecedented number of announcements for nuclear power plant restarts, life extensions and new builds that are all creating demand for uranium.

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Uranium: Born of the Stars

Uranium: Born of the Stars

Uranium, an element born of the stars, is as complex as it is paradoxical. This heavy metal holds dormant powers both inspiring and terrifying. This new video shares incredible facts about uranium’s inter-planetary origins and looks at the critical role of uranium in the burgeoning green energy economy.

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Uranium's September Setback

Uranium's September Setback

September was tough on uranium (both physical and stocks), which was negatively impacted by the month's drawdowns. We believe the uranium bull market remains intact, especially given that many countries are facing energy shortages and rocketing costs. Nuclear energy provides a solution as a reliable, affordable baseload energy source. 

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Uranium’s August Glow

Uranium’s August Glow

Uranium, both physical uranium and mining equities, had standout performance in August, in contrast to the weak results posted by the broader markets. We believe uranium's gains reflect the growing acceptance of nuclear power among global governments as they seek alternatives to meet ambitious energy transition and security goals.  

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Dawn of a New Nuclear Renaissance?

Dawn of a New Nuclear Renaissance?

The Sprott Physical Uranium Trust (“SPUT”, TSX: U.U ($US); U.UN ($CA)) was launched just over a year ago in July 2021. While we were optimistic about the prospects for uranium, we could not foresee the tectonic shifts in the uranium sector that followed the launch and SPUT’s significant impact.

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SPUT: One Year Later

SPUT: One Year Later

When SPUT began trading in late July 2021, there were many questions about how it would affect the uranium market. With 12 months of trading now behind us, we can confidently state that SPUT has dramatically altered the spot uranium market with far-reaching effects on much of the industry.

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Uranium Miners and the Clean Energy Opportunity

Uranium Miners and the Clean Energy Opportunity

A new uranium bull market is underway. Uranium miners are well positioned to take share within the energy sector as energy security and decarbonization take center stage globally. A uranium supply deficit is looming on the horizon, and uranium miners are likely to be the beneficiaries of increased investment. Learn more from our webcast replay.

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Early Innings for Uranium Investments

Early Innings for Uranium Investments

A new uranium bull market is underway. Energy security and decarbonization are taking center stage globally, igniting a fresh and more rational look at the benefits of nuclear power. Ed Coyne, Senior Managing Director at Sprott, joins Tim Rotolo, co-creator of the North Shore Global Uranium Mining Index (URNMX), to explain how the Index is constructed to provide exposure to the key components of the uranium mining industry.

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Uncovering the World of Uranium

Uncovering the World of Uranium

Host Ed Coyne is joined by Tim Rotolo, co-creator of the North Shore Global Uranium Mining Index (URNMX), to discuss the current dynamics of the uranium mining sector and how the Index is constructed to provide exposure to the key components of the uranium mining industry.

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Uranium & Nuclear Energy: Critical to the Clean Energy Transition

Uranium & Nuclear Energy: Critical to the Clean Energy Transition

Nuclear energy’s profile as a highly efficient, reliable and zero-carbon producing energy source has helped to create a new bull market for physical uranium. We discuss the shifting sentiment toward nuclear power and why a growing number of investors are investing in physical uranium and uranium miners.

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Why Nuclear Power Plant Life Extensions & Uprates Matter (...SMRs are in Early Stages)

Why Nuclear Power Plant Life Extensions & Uprates Matter (...SMRs are in Early Stages)

Research and development on small modular nuclear reactors (SMRs) are underway globally and generating tremendous buzz. But SMRs are not likely to contribute meaningful amounts of carbon-free power for another decade. By contrast, nuclear power plant life extensions and uprates hold the power to boost carbon-free electricity production in the interim and provide a bridge to a future date when new SMR technologies will be commercially available.

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