Sprott

Despite recent volatility in uranium equities, the long-term case for the sector remains intact. The fundamentals continue to strengthen, supported by rising long-term uranium prices, improving policy support and ongoing supply constraints. At the same time, governments around the world are increasingly embracing nuclear power as a solution for energy security, electrification and decarbonization goals. Read more from Sprott's Jacob White, CFA: https://lnkd.in/d7gzPwMP

⏰ Reminder: Don’t miss tomorrow’s webcast on rare earths. Rare earth elements are increasingly at the center of the global conversation around national security, advanced manufacturing, AI, electrification and supply chain resilience. Join Sprott's Steve Schoffstall as he discusses why these critical materials matter now more than ever and what recent geopolitical developments could mean for investors. Register here: https://lnkd.in/dj4caHbv

☀️ While much of southern Europe is sweltering through another summer heatwave, Per Jander, WMC’s Director of Nuclear Fuel, is dialing in from the cooler surroundings of his cabin in rural Sweden. There, he joins Ed Coyne on the latest episode of Sprott Radio to discuss uranium markets, nuclear fuel contracting activity and why he believes today’s environment is the most constructive for nuclear energy he has seen in 25 years in the industry. https://lnkd.in/dY-Q2Ktj

When confidence in the U.S. dollar-based monetary system begins to waver, investors and central banks often look for alternatives. As they continue diversifying their reserves, gold's role as a neutral, highly liquid monetary asset becomes increasingly important. Sprott's Paul Wong explains why gold selloffs during periods of market stress can be misleading. Rather than signaling weaker fundamentals, these pullbacks are often driven by investors seeking liquidity in turbulent markets. That distinction matters. Temporary, liquidity-driven selling does not change gold's long-term investment case, and may reinforce its value as a strategic asset in an evolving monetary landscape. Read more: https://lnkd.in/dfeX6hJT

How much do policy decisions matter in critical materials markets today? In the latest Metals in Motion, Sprott’s Justin Tolman explores why government intervention, supply chain security and market volatility are becoming key drivers of opportunity across metals and mining. As the second half of 2026 unfolds, Justin shares what investors should be watching and how changing market dynamics could reshape the outlook for critical materials. Watch now: https://lnkd.in/dmSHwHT8

Rare earths are at the center of a growing global effort to secure critical supply chains. From defense systems and AI data centers to energy technologies, these essential materials power many of today's most strategic industries. Join Sprott's Steve Schoffstall for an educational webcast exploring the importance of rare earths, the challenges of China's supply chain dominance and the opportunities emerging as governments and industry work to build supply chains outside China. Register now to gain insights into one of the most important themes shaping the future of critical materials. https://lnkd.in/dj4caHbv

🌎 Rare earths are no longer a niche corner of the market—they've become a strategic focus in the global race to secure critical mineral supply chains. Join industry experts, investors and company leaders, including Sprott's Steve Schoffstall, at the Rare Earth Conference 2026, hosted by Bloor Street Capital. This virtual conference will explore the opportunities and challenges shaping the rare earths sector. Topics include supply chain security, geopolitical developments, market outlooks and the companies working to build ex-China rare earth capacity. Register today: https://lnkd.in/epeuANs8

The metal behind modern infrastructure. From the power grid to construction sites, transportation networks and consumer electronics, copper plays a foundational role in the global economy. Its unique combination of high electrical conductivity, malleability and reliability has made it one of the world's most widely used industrial metals. As electrification, urbanization and infrastructure investment continue to shape global markets, copper remains a critical material at the center of these trends. Learn more about the potential opportunities in #copper: https://lnkd.in/dRYsnaKB

From gold and silver to copper and uranium, strategic metals are being reshaped by powerful macro and geopolitical trends. Replay our timely mid-year market outlook. https://lnkd.in/d9Ha2aSP

EVs still dominate lithium demand, but a new driver is emerging. Battery Energy Storage Systems (BESS), increasingly used in data centers and grid storage, are beginning to shape the lithium market in meaningful ways. Federico Gay, Principal Lithium Analyst at Benchmark Mineral Intelligence, joins host Ed Coyne at Sprott Radio to break down what this shift could mean. https://lnkd.in/dCNKWDaE