Insights

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.

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.

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. 

Replay our webcast featuring John Hathaway and Doug Groh, discussing the current outlook for gold and gold mining equities. Gold has proven to be an effective safe haven asset during this challenging period, which began with the early 2022 Russia-Ukraine invasion and was followed by rising interest rates, stubborn inflation and the 2023 banking crisis. We believe near-term support for gold will remain at ~$2,000 and that markets are likely to test new highs.

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.

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. 

Edward C. Coyne, Senior Managing Partner, Global Sales, joins Asset TV and a panel of experts to discuss the constantly evolving discourse surrounding ESG, challenges faced in standardizing ESG ratings and ESG-based investing. The panel digs into how ESG can be integrated into investments and what the “energy transition” means in terms of commodity demand.

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.

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.

2022 has been a difficult year for many asset classes. Markets were historically volatile, with higher-than-expected inflation, quickly rising interest rates, the Russia-Ukraine war and the threat of a global economic recession. While metals and mining investments shared in 2022’s volatility, we look ahead to brighter opportunities in 2023.

Sprott ESG Gold ETF (SESG) is the world’s first ETF to exclusively source and refine gold from recognized ESG mining leaders (based on Morningstar’s universe of listed commodity funds as of 8/31/2022). SESG seeks to address the growing global demand for sustainable, green investment strategies, in an ETF that provides trust, transparency and traceability.

Maria Smirnova, Senior Portfolio Manager & Chief Investment Officer, Sprott Asset Management, is interviewed by Taylor Combaluzier, Red Cloud Financial Services, in Fireside Chat: The Silver Perspective. Maria joins Tavi Costa, Partner & Portfolio Manager, Crescat Capital LL. and Peter Krauth, Author of "The Great Silver Bull" and Editor of the Silver Stock Investor Newsletter.

Sprott ESG Gold ETF (NYSE Arca: SESG) is the world’s first ETF to exclusively source and refine gold from recognized ESG mining leaders (based on Morningstar’s universe of listed commodity funds as of June 30, 2022). SESG offers an investment that provides the benefits of physical gold ownership that aligns with your ESG goals and values: Sustainability, Provenance, Conflict Free, Lower Supply Chain Risks, Trusted Refining & Storage.

As one of the key platinum group metals, palladium is a highly prized commodity. It commands more monetary value than gold and is 30 times as rare, with industrial demand outstripping supply for the last decade.

Ted Oakley of Oxbow Advisors interviews Sprott's John Hathaway on the gold bullion and gold equities markets. Oakley and Hathaway discuss why investors should consider adding gold to their investment portfolios and explore how gold affects portfolio diversification.

Platinum is a metal that represents power, prestige, and a sense of great accomplishment. But platinum is so much more than just a status symbol. Modern day uses of platinum include being a key element in catalytic converters for vehicles, as it converts car exhaust gasses into less harmful substances, as a catalyst in the chemical industry, and even in the creation of life-saving anti-cancer drugs.

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.

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.

Douglas Yones, NYSE Head of Exchange Traded Products, interviews John Ciampaglia, Chief Executive Officer, Sprott Asset Management, on the recent launch of Sprott Uranium Miners ETF (URNM). 

Sprott Market Strategist Paul Wong joins Asset TV's Jenna Dagenhart to discuss Sprott's outlook for gold.

Paul Wong: "The Russian-Ukraine conflict is probably one of the biggest macro drivers in the marketplace. Many commodity users, transportation providers and financial facilities are heading toward self-sanction. There is almost a semi-defacto oil embargo going on right now....Before Russia-Ukraine, the gold market had started shaking off the hawkish Fed rhetoric. Russia-Ukraine has just amplified gold's value as a safe haven asset."

Throughout history, gold has played a prominent role in the advancement of human civilization. Seen as a representation of the sun, of the gods and of true value, gold is a form of real money without counterparty risks. Symbol Au, atomic number 79, gold has been used to adorn the tombs of the great pharaohs and to help power spacecrafts that extend the horizons of humanity’s domain. Learn about gold’s culture, uses and history.

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.

Charlotte McLeod of Investing News Network interviews Shree Kargutkar: "I believe that we are on the cusp of a generational opportunity today. I would encourage every viewer to dust off their old notebooks and do a little research on precious metals mining companies, especially those that are well managed, with attractive balance sheets."

Asset TV’s Remy Blaire interviews Ed Coyne, Senior Managing Director, on Sprott's outlook for gold bullion and gold equities heading into 2022. Coyne highlights the positive fundamental backdrop for precious metals and the mining sector, and explains how this overlooked sector can provide protection and portfolio diversification.

Silver has been a form of currency throughout human civilization and is second, only to oil, as the most used resource on earth. Silver is incorporated into every smartphone, desktop and laptop computer, and is essential for the construction of electric vehicles, solar panels, and many other technologies needed for the green economy, as we work to prioritize climate change by reducing carbon emissions.

Whitney George, Chief Investment Officer, Sprott Asset Management, identifies the major paradigm shift we are navigating post-COVID. This new landscape is marked by “globalization in reverse”; a trapped Fed juggling rising inflation, record debt levels and negative real interest rates; a new global focus on decarbonization and ESG; and a move toward more moderate politics. Maria Smirnova, Senior Portfolio Manager, shares Sprott’s 2022 outlook on gold, silver, platinum and palladium.

John Ciampaglia, CEO of Sprott Asset Management, chats with New York Times’ best selling author and founder of The Bear Traps Report Larry McDonald, laying out a compelling thesis on why uranium is a vital component for the energy needs of the world. Despite supply-side difficulties with uranium mining, Ciampaglia explains how a growing uranium market can give mines the resources they need to increase mining operations and power the planet.

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.

Uranium spot prices have been rising in 2021, in what we see as a strong new bull market. Investors are betting on nuclear energy’s profile as a highly efficient, reliable and clean energy source. Aggressive decarbonization goals worldwide are driving major policy shifts that are likely to bolster demand for uranium and nuclear energy.

David Lin of Kitco News interviews John Ciampaglia, CEO of Sprott Asset Management. They explore the recent surge in uranium prices, supported by a growing understanding that nuclear power is perhaps one of the more reliable and safe sources of baseload power and uranium supply is limited. 

John Hathaway and Bill Strong join Stephanie Pomboy to reflect back on the Nixon Shock, and draw parallels to today. Pomboy describes it best: "Marking an anniversary can often seem like a hollow perfunctory exercise but I'd say this time, that is definitely not the case. The 50-year anniversary of the Nixon Shock and the policies he outlined in his speech carry unique resonance today."

Gold is on the rise again, as the market debates whether inflation will be transitory as economies recover post-COVID. Extreme volatility among cryptocurrencies like Bitcoin has also benefitted gold in Q2. Gold mining stocks are enjoying renewed activity as market participants recognize the free cash flow and profit potential this sector offers.

Gold is making headlines once again after the safe haven asset had its strongest month of gains since July 2020. Sprott CEO Peter Grosskopf joins Asset TV's Jenna Dagenhart to discuss Sprott's outlook for gold and gold equities. Grosskopf: "I think it's a very healthy environment for gold and we believe it is likely to do well going forward."

Ed Coyne joins Liz Claman Liz of FOX Business to look closer at gold. On The Claman Countdown. Liz and Ed talk about what happens to gold prices when the Federal Reserve tapers, or talks of tapering. Coyne explains why he believes physical gold should be a core allocation of most investor's portfolios.

John Ciampaglia, CEO of Sprott Asset Management, joins BNN Bloomberg to discuss Sprott's takeover of Uranium Participation Corporation (UPC) and why he believes the climate for this kind of transaction is most appropriate now.

The silver market is abuzz in 2021. After climbing more than 47% in 2020, silver continues to play catch up to gold. Growing investment and industrial demand have driven up silver prices and created supply shortages, especially for investors looking to buy the physical metal. Silver ETFs have enjoyed record flows.

Ed Coyne joins Asset TV for a deep dive into gold and gold equities. Coyne shares his 2021 outlook and sheds more light on gold equities and what makes the junior mining story so attractive.

2020 has been a breakout year for precious metals. The uncertainty and risk-off sentiment created by the global COVID-19 pandemic have increased the luster of precious metals. Both gold and silver ETFs have enjoyed record flows. In this webcast, we explore the key benefits of precious metals investing in the current environment.

Sprott Market Strategist Paul Wong explains how technical analysis provides future guidance on the direction of gold markets and indicates that gold bullion and gold stocks have substantial room to move higher. He also explains why gold may be a more effective portfolio diversifier in this environment.

As gold hits new all-time highs and rises above $2,000 an ounce for the first time ever, Sprott and VanEck evaluate what's driving this safe haven asset's outperformance. Sprott's Ed Coyne and VanEck's Ima Casanova look at fundamentals, evaluate equities and share their outlooks.

Sprott CEO Peter Grosskopf joins BNN Bloomberg to discuss the gold rally and what he expects for the commodity in the back half of 2020 and 2021.

Special guest speaker Carter Worth, Chief Market Technician at Cornerstone Macro, joins Sprott’s John Hathaway and Rick Rule, to learn why gold and gold equities are outperforming traditional asset classes right now. These respected industry experts share their current views on precious metals investing and discuss why both gold and gold stocks have significant potential to move higher, as the precious metals bull market continues to strengthen. 

Ed Coyne, Senior Managing Director at Sprott Asset Management, and John Hathaway, Senior Portfolio Manager, share their views on gold bullion and gold equities. They discuss how the COVID-19 pandemic has changed the landscape and is supporting a rising gold market.

Economist David Rosenberg believes that investing in a post-pandemic world is shifting our focus from what we want to what we need. Households and businesses are reassessing the importance of savings, liquidity and balance sheet health. Gold has been a "winner" during this crisis.

Sprott's Ed Coyne, Whitney George and John Hathaway provide in-depth analysis on gold and gold equities. The COVID-19 pandemic has created a new financial landscape, where returns from traditional financial assets, could be subpar for many years. By contrast, the crisis continues to highlight gold’s value as a safe haven investment.

Rick Rule, President & CEO, Sprott U.S. Holdings provides a timely primer on gold's place in investor portfolios: "I think it’s important to say that the wind is very likely in gold’s sails. The macro set of circumstances strongly favors gold."

Ed Coyne, Sprott Senior Managing Director, joins Liz Claman to review gold's bold move in 2019. Coyne shares Sprott’s 2020 outlook for gold bullion and gold equities, and explains that attitudes are shifting: Investors have traditionally invested in gold as a complement to equity portfolios, but are now viewing the yellow metal as an alternative to cash and bonds.

John Hathaway and Doug Groh, Portfolio Managers of Sprott Gold Equity Fund, discuss the current dynamics in the gold investing space and our positive outlook for 2020. 

Peter Grosskopf, CEO of Sprott, joins Jon Erlichman of BNN Bloomberg to discuss his expectations for the gold sector in 2020, and why Sprott has bulked up its investment team by acquiring Tocqueville Gold Strategies.