Insights
Sprott Insights offers unique analyses and perspectives from the firm’s leading experts on key topics in precious metals and critical materials.
Video
Metals and Miners: Policy Over Price
Markets are changing and policy is becoming just as important as price in shaping the outlook for critical materials. In this edition of Metals in Motion, Sprott's Justin Tolman explains how government intervention, supply chain security and market volatility are creating new opportunities across metals and mining, while highlighting what investors should watch in the second half of 2026.
Sprott Radio Podcast
BESS, Lithium's Second Act
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.
Special Report
Lithium’s Critical Role in Battery Energy Storage Systems (BESS)
As electricity demand accelerates and energy security becomes a global priority, lithium is emerging as a foundational material for modern power infrastructure. While electric vehicles remain an important source of demand, the rapid growth of battery energy storage systems (BESS) and data centers is creating new, long-term drivers for lithium consumption.
Special Report
Lithium Enters a New Era of Strategic Demand and Policy Support
Lithium has surged back into the spotlight, with prices rising more than 125% over the past year as demand broadens beyond electric vehicles and governments begin treating the metal as a strategic resource. With supply disruptions, new policy tools and explosive growth in grid-scale energy storage, lithium is increasingly being repriced not just as a commodity, but as critical infrastructure.
Special Report
Why Critical Materials Are Leading the New Commodity Cycle
Critical materials are being repriced as strategic assets in a new commodity supercycle driven by deglobalization, fiscal dominance and energy security, not traditional cyclical demand. As global investment pivots toward electrification and secure supply chains, SETM and METL provide targeted exposure to the companies positioned at the center of this structural shift.
Special Report
Top 10 Themes for 2026
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.
Important Disclosures
An investor should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. To obtain a fund’s Prospectus, which contains this and other information, contact your financial professional, call 1.888.622.1813 or visit SprottETFs.com. Read the Prospectus carefully before investing.
Exchange Traded Funds (ETFs) are considered to have continuous liquidity because they allow for an individual to trade throughout the day, which may indicate higher transaction costs and result in higher taxes when fund shares are held in a taxable account.
Diversification does not protect against loss. The funds are non-diversified and can invest a greater portion of assets in securities of individual issuers, particularly those in the natural resources and/or precious metals industry, which may experience greater price volatility. Relative to other sectors, natural resources and precious metals investments have higher headline risk and are more sensitive to changes in economic data, political or regulatory events, and underlying commodity price fluctuations. Risks related to extraction, storage and liquidity should also be considered.
Gold and precious metals are referred to with terms of art like "store of value," "safe haven" and "safe asset." These terms should not be construed to guarantee any form of investment safety. While “safe” assets like gold, Treasuries, money market funds and cash generally do not carry a high risk of loss relative to other asset classes, any asset may lose value, which may involve the complete loss of invested principal.
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The Sprott Rare Earths Ex-China ETF and the Sprott Active Metals & Miners ETF are new and have limited operating history.
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