Ed Coyne, Senior Managing Partner, sits down with Gillian Kemmerer of Asset TV to discuss the energy transition to uranium and other battery metals, and what investors should take into consideration in this space. He also shares Sprott's outlook on gold. 

Per Jander, WMC Technical Advisor to Sprott Physical Uranium Trust, draws upon his years of experience as a uranium trader to reveal how the market works. Who are the buyers and sellers, how is uranium transacted and how will the market evolve moving forward? Per answers these questions and more to give investors a better understanding of the dynamics of the uranium trade.

The clean energy transition and worldwide energy security goals are fueling a global power shift. This shift has reignited interest in nuclear power, accelerated electric vehicle (EV) adoption and spurred renewable energy deployment. In this environment, uranium, lithium, copper and other high-demand, short-supply critical minerals are vitally crucial — and potentially attractive as investment opportunities.

As the world seeks to reach net-zero targets and transition to cleaner, renewable forms of energy, copper is a requirement—but the amount of copper needed to successfully facilitate the energy transition is staggering. Learn about this critical mineral, its uses and how copper miners may be well positioned to benefit from increased investment in the low-carbon and renewable energy sector.

As the world moves towards cleaner forms of energy to achieve net zero emissions targets, the critical minerals and metals needed to reach those goals are stepping into the limelight. Nickel is one of these critical minerals. It is essential for the batteries used in electric vehicles, which are becoming more popular by the day as vehicle manufacturers and consumers embrace the EV revolution and countries add incentives or build in legislation supporting their adoption.

John Ciampaglia: “I think it's an interesting time to be investing in uranium — from a fundamental perspective, from an energy policy perspective, from a geopolitical risk perspective….we've experienced a sea change in the level of interest related to uranium, energy transition materials and mining investments.” Bloor Street Capital's Nuclear and Uranium Virtual Conference featured John Ciampaglia, CEO of Sprott Asset Management, and Per Jander, WMC Energy, Director, Nuclear & Renewables.

As the world sets aggressive goals to reduce reliance on fossil fuels and move to cleaner energy sources, critical minerals will be essential. Due to years of underinvestment, we believe demand is likely to outstrip supply for many energy transition materials, including uranium, lithium, copper, nickel and others. The investment opportunities may be powerful.

A global clean energy transition is underway. Significant investment in energy infrastructure will be required over the coming decades as we evolve how we generate, transmit and store energy. Critical minerals will be essential. We believe investing in the mining companies that produce critical minerals may offer attractive investment opportunities, as discussed in this video with Ed Coyne, Senior Managing Director at Sprott, and Steven Schoffstall, Director ETF Product Management.