Insights

Ed Coyne welcomes back Ronnie Stöferle to discuss the 20th anniversary edition of the In Gold We Trust report, Back to the Monetary Future. Ronnie reflects on two decades of gold’s evolution as a monetary asset, central bank buying and the new thinking on gold’s place in modern portfolios. The conversation also explores why gold’s simplicity, liquidity and lack of counterparty risk may matter more than ever in an increasingly uncertain financial system.

While southern Europe suffers through its latest heatwave, our resident Director of Nuclear Fuel has wisely decamped to the cool serenity of his cabin in rural Sweden. Per Jander joins Sprott Radio for all the latest news in uranium and nuclear fuel contracting.

Rare earths are at the center of a global power struggle. In this episode, Canaccord Genuity mining analyst Reg Spencer unpacks the widening gap between explosive demand—from EVs to robotics—and a supply chain tightly controlled by China. He joins host Ed Coyne to explore how the U.S. and its allies are racing to build new supply and what that could mean for investors.

Host Ed Coyne and Sprott CEO John Ciampaglia recap a surprising 2025 for the uranium market, characterized by flat spot prices that contrasted sharply with strong mining equities and bullish long-term demand signals for nuclear power. Together, Ed and John look ahead to 2026, highlighting the potential for renewed contracting, higher prices and pivotal U.S. policy decisions that are likely to boost demand for uranium and nuclear power.

Sprott economic geologist and Senior Portfolio Manager Justin Tolman joins Ed Coyne for a deep dive on demand trends for steel, copper and silver and what it might take to successfully invest in the metals that build the world.

Pinch point is the term Sprott’s Maria Smirnova uses to describe the current supply-demand picture for silver in 2025. Smirnova joins host Ed Coyne to walk us through how silver’s growing demand is coming up against a static supply pipeline.

Used in far more than just coins today, nickel is the hidden metal that’s everywhere in our modern world. To walk us through its fascinating story, Ed Coyne is joined by Gary Coates from The Nickel Institute.

Per Jander from WMC is back for Part 2 of our All Eyes on Uranium series. Per and host Ed Coyne discuss the recent production guidance announcements from Kazatomprom and Cameco and the overarching issue of the structural supply deficit in uranium.

Per Jander joins host Ed Coyne for the first of a series of podcasts covering all the latest developments in uranium. Part 2 will be recorded and released after the upcoming announcements from Kazatomprom and Cameco in early February.

Justin Huhn, founder of Uranium Insider, joins host Ed Coyne for a deep analysis of the uranium fuel supply chain and the challenges to satisfy expanding demand. "This year alone, demand is around 200 million pounds and supply is about 160 million pounds. That means we're about 40 million pounds short."

Daisy Jennings-Gray from Benchmark Minerals Intelligence joins host Ed Coyne for a deep dive into today’s battery metals markets.

With demand for nuclear fuel growing and supply facing challenges, the prevailing sentiment at the recent World Nuclear Symposium in London was “take what you can get.” Just back from the event, John Ciampaglia and Per Jander join host Ed Coyne to update us on the full story.

With the introduction of the Inflation Reduction Act, US policy makers have reset the landscape for nuclear energy. Ed is joined by Benton Arnett from the Nuclear Energy Institute to walk us through the details.

Joe Lowry, aka Mr. Lithium, joins Ed Coyne to walk us through all things lithium, including where ”Elon's first principle's rhetoric falls off the side of the table”.

Just back from the World Nuclear Fuel Market 49th Annual Meeting, Per Jander joins Ed Coyne for an update on uranium markets. The theme was “Mind the Gap”, not a nod to the London Underground but rather the pressing need for increased uranium production as countries ramp up nuclear power capacity.

Host Ed Coyne and Nick Pickens from Wood Mackenzie discuss the bullish outlook for copper in 2023. Copper is key to electrical power generation and transmission, and sits at the center of the energy trilemma: the challenge of balancing cost, sustainability and security of supply.

Treva Klingbiel of TradeTech and Per Jander at WMC Energy join Sprott's Ed Coyne to discuss the inner workings of uranium pricing and contracts, the future of nuclear energy generation capacity and the development of SMRs.

Per Jander of WMC Energy and John Ciampaglia, CEO of Sprott Asset Management talk with Sprott’s Ed Coyne about what may be ahead for uranium in 2023, the resurgence in nuclear power interest as energy security concerns become top of mind, and what’s happening in uranium conversion and enrichment.