Insights

Maria Smirnova, Sprott Chief Investment Officer, joins James Connor of Bloor Street Capital to discuss Sprott's outlook on silver. Smirnova views recent gold and silver volatility as a healthy correction in a bull market, driven by strong fundamentals like supply deficits and rising global demand rather than speculative excess. Smirnova outlines Sprott’s long-term, disciplined approach and stresses patience and conviction.

For nearly three decades, Justin Tolman has chased discovery across more than 40 countries, applying boots-on-the-ground geology to transform mineral potential into economic value. Discover how a “renaissance geologist” transforms field insight into differentiated investment intelligence in a world where demand for precious metals and critical minerals is only accelerating.

Steve Schoffstall joins Nasdaq’s Just for Funds to discuss silver in 2026 after its record-setting rise in 2025. The conversation highlights why investors are gravitating to Sprott Silver Miners and Physical Silver ETF (SLVR), which offers a pure-play silver mining strategy combined with physical silver exposure, positioning it as both a diversification tool and a growth-oriented allocation.

As global markets adjust to deglobalization and fiscal dominance, capital is flowing decisively into gold, silver, uranium, copper, rare earths and other critical materials. In this webcast, we break down what’s driving these moves and share our perspective on the most compelling opportunities for the year ahead.

Uranium enters 2026 with renewed momentum as spot prices move back above $100/lb, mining equities reprice materially, and utility demand re-emerges following prolonged under-contracting. Strengthening U.S. policy support and tightening supply conditions reinforce the case for higher incentive pricing and potential upside across physical uranium and mining equities.

Copper prices have surged to record highs, driven by unprecedented demand from AI data centers, electrification, and grid expansion. In this episode of Metals in Motion, Sprott’s Steve Schoffstall explains why copper’s rally is fundamentally backed, why supply constraints are likely to persist for decades, and how investors can think strategically about copper exposure amid tariffs and market fragmentation.

Copper’s record run is being driven by tightening supply, strategic demand and rising policy risk, setting up a strong outlook for 2026. Major disruptions and collapsing treatment charges highlight a market firmly in deficit. With AI growth, defense spending and grid modernization accelerating demand, we believe copper and related equities remain well supported.

What are the 10 most important themes impacting global markets in 2026? We explore issues from deglobalization and fiscal dominance to the surge in gold, silver and critical materials, and provide our view of where opportunities and risks may be emerging.