Insights
Sprott Insights offers unique analyses and perspectives from the firm’s leading experts on key topics in precious metals and critical materials.
Special Report
Lithium Enters a New Era of Strategic Demand and Policy Support
Lithium has surged back into the spotlight, with prices rising more than 125% over the past year as demand broadens beyond electric vehicles and governments begin treating the metal as a strategic resource. With supply disruptions, new policy tools and explosive growth in grid-scale energy storage, lithium is increasingly being repriced not just as a commodity, but as critical infrastructure.
Sprott Copper Report
Beyond “Dr. Copper”: Copper’s Strategic Shift
Copper is breaking free from its old “Dr. Copper” reputation as strategic demand from electrification, AI infrastructure and defense drives prices and mining stocks toward record highs. With copper supply tight and demand increasingly mission-critical, the metal is being repriced as essential infrastructure.
Sprott Report
Why Critical Materials Are Leading the New Commodity Cycle
Critical materials are being repriced as strategic assets in a new commodity supercycle driven by deglobalization, fiscal dominance and energy security, not traditional cyclical demand. As global investment pivots toward electrification and secure supply chains, SETM and METL provide targeted exposure to the companies positioned at the center of this structural shift.
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.
Sprott Uranium Report
Uranium Enters 2026 with Renewed Strength and Strategic Tailwinds
Uranium enters 2026 with renewed momentum as spot prices move back above $100/lb, mining equities reprice materially, and utility demand re-emerges following prolonged under-contracting. Strengthening U.S. policy support and tightening supply conditions reinforce the case for higher incentive pricing and potential upside across physical uranium and mining equities.
Sprott Copper Report
Copper’s Momentum: Key Catalysts to Watch in 2026
Copper’s record run is being driven by tightening supply, strategic demand and rising policy risk, setting up a strong outlook for 2026. Major disruptions and collapsing treatment charges highlight a market firmly in deficit. With AI growth, defense spending and grid modernization accelerating demand, we believe copper and related equities remain well supported.
Special Report
Top 10 Themes for 2026
What are the 10 most important themes impacting global markets in 2026? We explore issues from deglobalization and fiscal dominance to the surge in gold, silver and critical materials, and provide our view of where opportunities and risks may be emerging.
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.