Reminder: Join us tomorrow for our live webcast.
Gold and silver miners are taking the lead. Join Justin Tolman and Maria Smirnova to explore what’s driving precious metals equities and what may be ahead.
📅 Tuesday, October 20
🕐 1:00 p.m. ET
Register for the webcast: event.on24.com/wcc/r/5458815…
What should investors know about precious metals and critical materials?
At Finlocity's Q4 Finnovation Forum, Sprott’s Matthew Harrison will present “An Investor’s Guide to Precious Metals and Critical Materials,” exploring these important markets through the lens of investment strategy and portfolio positioning.
Join Matt in Irving, Texas, October 21–23, for insights from leaders across investing, wealth management, alternatives, fintech and AI.
Everyone is talking about AI. Less attention is being paid to the power systems needed to support it.
As data centers expand, reliable electricity, grid infrastructure and the materials required to build them are becoming increasingly important. Learn how SETM provides exposure to companies associated with the energy transition and electrification trends powering the modern economy.
Learn more: sprottetfs.com/setm-sprott-c…
#AI #EnergyTransition #DataCenters #CriticalMaterials #SETM
Gold miners are generating significant cash flow, but how should they deploy it?
At the Precious Metals Summit in Beaver Creek, John Hathaway argues that reserve replacement should remain a top priority, while cautioning against the shareholder dilution that has weighed on the sector in past cycles. He also discusses what today’s environment could mean for junior miners and potential M&A activity.
Watch the interview from The Northern Miner: northernminer.com/news/color…
Is the mining cycle still in its early innings?
On the latest episode of Sprott Radio, Ed Coyne welcomes Tavi Costa of Azuria Capital for a conversation on mining valuations, tightening supply and the long-term demand drivers supporting gold, silver and copper. While much of Wall Street remains on the sidelines, Tavi explains why he sees further upside potential for the sector.
Listen to the full discussion: sprott.com/podcast/ep101/
For much of this bull market, gold and silver prices have led the way. Now, miners may be taking the lead.
Join Maria Smirnova and Justin Tolman for a timely discussion on the forces driving gold and silver equities higher, the outlook for precious metals and whether miners are entering a new phase of outperformance.
📅 October 20 | 1:00 PM ET
🎓 Accepted for 1 CFP / IWI / CFA CE Credit
Register now: event.on24.com/wcc/r/5458815…
Gold is challenging a key market relationship.
Paul Wong and Kenny Zhu examine why rising Treasury yields could deepen fiscal pressures, what that means for gold's long-term outlook and why silver continues to find support from industrial demand.
Read the full report here: sprott.com/insights/gold-hol…
From industrial robots and autonomous systems to drones and humanoid robotics, many of the technologies driving automation rely on rare earth magnets made from materials such as neodymium, praseodymium, dysprosium and terbium.
While rare earth deposits exist around the world, the supply chain is highly concentrated. As automation expands across manufacturing, logistics, healthcare and defense, securing reliable access to rare earths is becoming an increasingly important part of the robotics story.
Learn more in our latest infographic: sprott.com/insights/infograp…
#Robotics #RareEarths #Automation #CriticalMaterials #AI #SupplyChains
Are investors still valuing gold miners based on yesterday's industry?
Today's gold miners are generating record cash flows, maintaining stronger balance sheets and showing greater capital discipline, yet many valuations continue to reflect the sector's past. Add in growing reserve scarcity, and the investment case may be changing.
Read Sprott's latest insight from Kenny Zhu: sprott.com/insights/gold-min…
#Gold #GoldMining #PreciousMetals #Investing
The future of robotics may depend on the future of rare earth supply.
From industrial automation to healthcare and defense applications, robots rely on rare earth-powered magnets, sensors and electronics to function. As adoption scales, securing reliable sources of these materials is becoming increasingly strategic.
In our latest insight by Kenny Zhu, we examine the growing connection between robotics and the push for resilient, ex-China mine-to-magnet supply chains. sprott.com/insights/the-rare…
#Robotics #RareEarths #CriticalMaterials #Technology
Are gold stocks finally ready to catch up?
John Hathaway believes the case for gold equities is improving as miners benefit from stronger balance sheets, disciplined capital allocation and robust cash flows. In this discussion with Kitco Mining’s Paul Harris, he explains why select gold stocks may have the potential to outperform, even if gold prices don't move significantly higher.
Watch the interview: sprott.com/insights/gold-sto…
#Gold #GoldStocks #MiningStocks #Investing
🤖 Robotics is expanding rapidly, but the technology behind it depends on materials that often go unnoticed.
Rare earth elements play a critical role in the motors, sensors, optics and control systems that enable modern robots. As the robotics revolution continues, resilient and diversified rare earth supply chains will be an increasingly important part of the equation.
Learn more in our latest infographic: sprott.com/insights/infograp…
#RareEarths #Robotics #CriticalMinerals #SupplyChain
⚛️ Nuclear energy is gaining momentum, and the conversation is shifting from long-term ambition to real-world implementation.
In the latest episode of Metals in Motion, John Ciampaglia shares key takeaways from the World Nuclear Symposium, highlighting growing government support, rising private capital commitments and increasing investor interest across the nuclear fuel cycle. He also discusses what this strengthening outlook could mean for uranium and uranium mining equities.
🎬Watch now: sprottetfs.com/insights/worl…
The annual World Nuclear Symposium has evolved well beyond its roots as a gathering for fuel buyers. Today, it serves as a global forum for discussing the trends, policies and supply chain dynamics shaping the future of nuclear energy.
Fresh from this year's event in London, John Ciampaglia and Per Jander share their key observations, including a recent, underreported Request for Information (RFI) from the U.S. National Nuclear Security Administration seeking up to 40 million pounds of U.S.-origin uranium.
What could this signal for domestic uranium supply chains and the broader nuclear fuel market?
sprott.com/podcast/ep100/
⚛️ What does a record uranium term price tell us about the market?
With countries pursuing nuclear expansion and utilities facing significant future fuel requirements, the focus is increasingly shifting toward securing long-term uranium supply. Record term prices may be an early sign of that transition.
Read Jacob White's latest analysis: sprott.com/insights/record-t…
#Uranium #NuclearPower #EnergySecurity #CriticalMaterials #Investing
Silver's story is evolving.
While investors often view silver as a precious metal, record industrial demand is increasingly being driven by electrification, advanced electronics, renewable energy and other technology-intensive applications.
Learn more about how you can invest in silver with the Sprott Silver Miners & Physical Silver ETF (SLVR): sprottetfs.com/slvr/
#Silver #CriticalMaterials #Mining #SLVR
Rare earths may be hidden from view, but they’re at the center of some of the world’s biggest economic, technological and geopolitical shifts.
From AI data centers and advanced manufacturing to defense systems and energy infrastructure, these critical materials are becoming increasingly important as governments and industries race to secure reliable supply chains. As demand grows and concerns over supply concentration intensify, rare earths are moving into the global spotlight.
▶️ Watch the full video: sprott.com/insights/why-the-…
#RareEarths #CriticalMaterials #AI #EnergyTransition #Defense #SupplyChains #REXC
Look around any modern city, and you're looking at a massive copper demand story.
Copper is essential to the systems that keep buildings running, including power distribution, communications networks, plumbing and climate control.
As demand for housing, commercial development and energy infrastructure grows, copper continues to serve as a cornerstone of modern economies.
Learn more about the metal behind the framework: sprott.com/education/copper-…
#Copper #Infrastructure #Urbanization #CriticalMaterials #EnergyTransition
Copper isn't just rallying. It's running into a supply wall.
Copper reached record highs in August, but the story extends far beyond price momentum. The global copper market is facing growing supply constraints as mine disruptions, declining ore grades and continued production weakness tighten the availability of new metal.
Meanwhile, expectations for potential U.S. tariffs have pulled significant inventories into American warehouses, leaving less copper available elsewhere and adding to market volatility.
At the same time, demand continues to build from some of the world's most important growth trends, including grid expansion, AI data centers and defense modernization.
Read more in our most recent insight: sprott.com/insights/copper-s…
Copper prices are rising, but the real story may be happening behind the scenes.
As the threat of U.S. tariffs pulls copper into American warehouses, a widening gap has emerged between CME and LME prices, creating a fascinating "tale of two copper markets."
In this episode of Sprott Radio, Ed Coyne sits down with Albert Mackenzie of Benchmark Mineral Intelligence to discuss what's driving today's market dislocation, why volatility could increase as tariff policy becomes clearer and whether the industry's long-term supply outlook is as challenging as many believe.
🎧Listen now: sprott.com/podcast/ep99/


















