Insights
Sprott Insights offers unique analyses and perspectives from the firm’s leading experts on key topics in precious metals and critical materials.
Interview
Platinum and Palladium Are on the Move
Platinum and palladium prices have surged due to persistent supply deficits. Demand from catalytic converters and industrial uses outstrips the limited supply, with platinum facing the most acute shortage. Slower EV and hybrid growth have reinforced auto-sector reliance on PGMs, fueling 2025's price rallies.
Interview
Overview of Uranium Spot and Term Markets
Per Jander of WMC joins Jimmy Connor of Bloor Street Capital at the World Nuclear Symposium 2025. Jander reflects on his 20 years at the World Nuclear Symposium, noting the industry’s growing optimism and Microsoft’s entry as a paradigm shift. Jander highlights uranium market dynamics and sees limited downside for the sector, given rising utility contracting and strong fundamentals.
Interview
Where Is Spot Uranium Going?
John Ciampaglia, CEO of Sprott Asset Management, joins Jimmy Connor of Bloor Street Capital at the World Nuclear Symposium 2025. Ciampaglia highlights strong global investor interest in uranium, with both specialist and generalist funds viewing nuclear as a long-term growth story. He notes stabilizing uranium prices, lingering supply challenges and growing demand from utilities, AI and data centers.
Interview
Uranium: At the Fulcrum of AI, National Security and Global Energy Demand
John Ciampaglia, CEO of Sprott Asset Management, shares takeaways from the September 2025 World Nuclear Symposium. He highlights surging uranium demand from rising electricity needs, AI data centers and energy security concerns, plus growing tech ties such as Microsoft joining the World Nuclear Association. With supply still tight, Ciampaglia sees higher prices and new mining investment creating a strong backdrop for investors.
Interview
Sprott: Global Leader in Precious Metals & Critical Materials
Sprott is a global leader in precious metals and critical materials investments, with over $40 billion AUM and more than four decades of expertise. We offer investors diverse solutions across physical trusts, ETFs, mining equities and private lending.
Interview
Uranium Outlook Mid-Year 2025
John Ciampaglia, CEO of Sprott Asset Management, joins James Connor at the Bloor Street Capital Virtual Uranium Conference to examine the current state of the uranium market. Ciampaglia highlights the market's V-shaped recovery since April and the improved investor sentiment following the absence of tariffs on uranium.
Interview
Uranium Spot Market Update
Per Jander of WMC provides a nuanced look at the uranium spot market's opportunities and challenges. He discusses tariffs, the cautious dance of utilities and explores what may support higher uranium prices.
Shifting Energy
The White House’s Nuclear Push: What It Means for Uranium Opportunities
In this episode of Shifting Energy (Season 2), John Ciampaglia discusses the major policy shift under President Trump’s new executive orders, which aim to fast-track advanced nuclear technologies and revitalize the entire U.S. nuclear fuel cycle.
Video
Trump’s Executive Orders Set Stage for U.S. Nuclear Expansion
With President Trump's executive orders aimed at jumpstarting the U.S. nuclear energy industry and boosting domestic uranium production, uranium is in the spotlight. This move, driven by concerns over foreign fuel reliance and increasing global support for nuclear power, has investors paying close attention.
Shifting Energy
Safe Havens: The Enduring Stability of Precious Metals in Turbulent Times
In this episode of Shifting Energy (Season 2), Steve Schoffstall, Director, ETF Product Management and John Kinnane, Director, Key Accounts at Sprott Asset Management, chat about how investors are navigating bumpy markets and global trade wars with assets like gold and silver.
Video
Introducing Sprott Active Gold & Silver Miners ETF (GBUG)
Sprott’s Steve Schoffstall introduces GBUG, an actively managed ETF focused on gold and silver miners, using a team with deep industry expertise to identify investments. With a long-term, value-driven approach, it aims to provide exposure to precious metals while navigating market shifts.
Video
Introducing Sprott Silver Miners & Physical Silver ETF (Nasdaq: SLVR)
Discover the unique advantages of Sprott Silver Miners & Physical Silver ETF (SLVR), a new ETF offering exposure to both silver miners and physical silver. With rising industrial demand and a tightening supply, SLVR provides investors with a strategic opportunity to benefit from silver’s dual role as a precious and industrial metal.
Shifting Energy
Uranium Unleashed: How Mining Stocks Fuel the Nuclear Comeback
Sprott's John Kinnane and Steve Schoffstall explore the growing opportunities in the uranium and nuclear energy markets. They discuss how pure-play uranium miners, supply-demand dynamics and shifting geopolitical policies are positioning this sector as a promising investment frontier for 2025 and beyond.
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.