Insights

The Stage Is Set

The Stage Is Set

We believe gold mining equities are on the cusp of significant appreciation, as they fail to reflect the revaluation of USD gold prices that continues to unfold. The strong fundamentals for miners have been largely overlooked, possibly because investors misunderstand developments that have supported the sharp devaluation of the dollar vs. bullion. In our view, gold miners, which display many signs of an incipient bull market, offer significant catch-up potential relative to the metal.

Insights from 2019

The Palladium Play - Part 2

The Palladium Play - Part 2

Palladium has been a standout performer, more than doubling in price in three years 2016 to 2018. YTD the white-hot metal is up more than 10% as of January 16, 2019. Palladium’s rise is best understood by analyzing its unique supply-demand dynamics. Russia and South Africa account for nearly 80% of the world's production, and a chronic supply deficit keeps pushing prices higher. 

Read Report
The Palladium Play - Part 1

The Palladium Play - Part 1

Palladium is a key component for ICE autocatalysts. While the escalating U.S.-China trade war hurt many commodities in 2018, palladium continued to rise. Spot palladium gained 18.6% in 2018 and has climbed 124% since the beginning of 2016.

Read Report
Insights by year
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018

Sign-Up Now for Sprott Insights

SETM

 

 

 

 

 

 

 

Important Message

You are now leaving Sprott.com and entering a linked website. Sprott has partnered with ALPS in offering Sprott ETFs. For fact sheets, marketing materials, prospectuses, performance, expense information and other details about the ETFs, you will be directed to the ALPS/Sprott website at SprottETFs.com.

Continue to Sprott Exchange Traded Funds

Important Message

You are now leaving sprott.com and linking to a third-party website. Sprott assumes no liability for the content of this linked site and the material it presents, including without limitation, the accuracy, subject matter, quality or timeliness of the content. The fact that this link has been provided does not constitute an endorsement, authorization, sponsorship by or affiliation with Sprott with respect to the linked site or the material.

Continue