Insights
Sprott Insights offers unique analyses and perspectives from the firm’s leading experts on key topics in precious metals and critical materials.
Video
Metals and Miners: Policy Over Price
Markets are changing and policy is becoming just as important as price in shaping the outlook for critical materials. In this edition of Metals in Motion, Sprott's Justin Tolman explains how government intervention, supply chain security and market volatility are creating new opportunities across metals and mining, while highlighting what investors should watch in the second half of 2026.
Interview
Silver Conference Featuring John Ciampaglia
John Ciampaglia, CEO of Sprott Asset Management, meets with James Connor of Bloor Street Capital. Ciampaglia explains that silver’s sharp rise reflects a long-awaited “catch‑up trade” driven by years of supply deficits and its growing industrial and strategic importance. Despite short‑term turbulence driven by speculation and geopolitical dynamics, particularly involving China, Ciampaglia remains constructive on silver’s long‑term fundamentals and advises investors to focus on gradual, disciplined positioning.
Interview
Silver Conference Featuring Maria Smirnova, Sprott CIO
Maria Smirnova, Sprott Chief Investment Officer, joins James Connor of Bloor Street Capital to discuss Sprott's outlook on silver. Smirnova views recent gold and silver volatility as a healthy correction in a bull market, driven by strong fundamentals like supply deficits and rising global demand rather than speculative excess. Smirnova outlines Sprott’s long-term, disciplined approach and stresses patience and conviction.
Sprott Webcast Replay
Top 10 Dominant Drivers of Metals Markets in 2026
As global markets adjust to deglobalization and fiscal dominance, capital is flowing decisively into gold, silver, uranium, copper, rare earths and other critical materials. In this webcast, we break down what’s driving these moves and share our perspective on the most compelling opportunities for the year ahead.
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.