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.

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.

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.

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.

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.

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.

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.

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.

The extraordinary events of 2020 have had a profound effect on virtually all markets around the globe and silver has been no exception. The metal’s supply/demand fundamentals, investment, prices, trade-flows and inventories have all experienced sensational fluctuations over the past 12 months or so, including a handful of historical records being achieved.

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.

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.

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. 

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.