Insights

Per Jander expresses optimism for the uranium market, emphasizing strong demand, ongoing long-term contracting discussions and potential supply disruptions as factors that could contribute to further price increases in 2024.

Bloor Street Capital's Battery Metals Conference featured John Ciampaglia, CEO of Sprott Asset Management, interviewed by Margot Rubin.

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.

Ed Coyne sits down with Asset TV to discuss the energy transition, including uranium and battery metals, and what investors should take into consideration in this space.

"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 and are trying to understand the key drivers." 

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. 

John Ciampaglia 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.

John Ciampaglia discusses the current state of the gold market, the resilience of uranium, the growth of the battery metals sector and Sprott’s focus on providing investors with access to energy transition investments. 

Sprott CEO Whitney George discusses the growing interest in critical minerals investing. George explains how Sprott has expanded beyond "all things gold" to offer physical uranium and is now a recognized asset manager in the energy transition space.

Shree Kargutkar discusses 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. 

“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.” 

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.

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 at ETF Product Management.