Critical Materials in an Era of Energy Security and Defense

Rare Earths: China and the Battleground for Defense, Technology and Energy

Today, the rare earth metals market sits at roughly $14 billion. It's on track to more than double by the mid 2030s. Sprott Asset Management Head of ETFs Steve Schoffstall discusses what rare earths elements are and why they're so important to today's economy. In this episode of Metals in Motion, Thalia Hayden ‪@etfguide‬ [https://www.youtube.com/@etfguide] chats with Steve Schoffstall, Managing Partner, Sprott Inc. and Head of ETFs at Sprott Asset Management about trends in rare earths metals markets, and how investors can take advantage of the trends.

Critical Materials in an Era of Energy Security and Defense

Uranium, copper, and silver are surging amid the Iran conflict, energy security pivots, and a $2.6 trillion U.S. defense budget. Sprott Asset Management Head of ETFs Steve Schoffstall discusses how geopolitical tensions and defense spending are reshaping the critical metals market. In this episode of Metals in Motion, Thalia Hayden ‪@etfguide‬ [https://www.youtube.com/@etfguide] chats with Steve Schoffstall, Managing Partner, Sprott Inc. and Head of ETFs at Sprott Asset Management about trends in critical materials, energy markets and defense might drive mining demand.

Uranium’s Catch‑Up Trade: Nuclear Power’s Next Decade of Demand

Uranium is re‑emerging as a strategic energy asset as AI, data centers, and energy security reshape global electricity demand. Sprott Asset Management CEO John Ciampaglia explains why tight supply, government action, production incentivization, and new reactor technology could drive a long‑term bull case for nuclear fuel. In this episode of Metals in Motion, Thalia Hayden ‪@etfguide‬ [https://www.youtube.com/@etfguide] chats with John Ciampaglia, CFA, FSCI and CEO of Sprott Asset Management about trends in uranium supply, demand and price action. #uranium [https://www.youtube.com/hashtag/uranium] #mining [https://www.youtube.com/hashtag/mining] #etf [https://www.youtube.com/hashtag/etf] #metals [https://www.youtube.com/hashtag/metals]

Rewiring the Copper Market: AI, Fragmented Pricing, and the Case for a Structural Bull Run

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, Thalia Hayden ‪@etfguide‬ [https://www.youtube.com/@etfguide] chats with Steven Schoffstall, Managing Partner, Head of ETFs at Sprott Asset Management about trends in copper supply, demand and price action. 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 [https://www.youtube.com/hashtag/copper] #mining [https://www.youtube.com/hashtag/mining] #etf [https://www.youtube.com/hashtag/etf] #metals [https://www.youtube.com/hashtag/metals]

Advisor Perspective: How Gold, Silver, and Critical Materials Shaped Portfolios in 2025

In this episode of Metals in Motion, Steven Schoffstall, Director of ETF Product Management and Edward Coyne, Senior Managing Partner, Global Sales at Sprott Asset Management recap 2025 performance trends in ETFs linked to gold, silver, critical materials and the mining sector.  The potential benefits of an active strategy with gold and silver miners is explained. Plus, strategies for getting broader exposure to the critical materials category are covered. In summary, Sprott ETFs offer targeted exposure to this expanding market.