Insights
Sprott Insights offers unique analyses and perspectives from the firm’s leading experts on key topics in precious metals and critical materials.
Sprott Critical Materials Monthly
Batteries and Minerals Driving Global Electrification
Batteries and energy storage continue to underpin electrification trends, solidifying their role as a cornerstone in the global shift toward sustainable energy. Support is being strengthened by strategic investments from governments and corporations, and resilient demand for critical minerals like lithium, copper and nickel.
Sprott Critical Materials Monthly
U.S. Electricity Grid Remakes Itself to Meet Surging AI-Led Power Demand
Demand for electricity over the next decade will put pressure on the U.S. power grid to keep pace. New investment in power-hungry industrial facilities is driving demand, especially the data centers that support artificial intelligence (AI), U.S. reshoring initiatives and the steady electrification of the transport sector.
Sprott Critical Materials Monthly
The Unstoppable Rise of Renewable Energy
Renewable energy is rapidly replacing fossil fuels as costs decrease and efficiencies improve with increased deployment, making it much cheaper than traditional energy sources. This shift, driven by the exponential growth of renewables, electrification, and efficiency, is expected to significantly alter global power dynamics as fossil fuels are phased out.
Special Report
Lithium: Short-Term Opportunities for a Long-Term Trend
This might be an ideal moment to re-evaluate lithium miners given their potential to benefit as the global energy transition continues. The current dip in the price of lithium miners presents a potential short-term opportunity, given the strong future demand and supply imbalance.
Sprott Critical Materials Monthly
Fourth Industrial Revolution Fuels Global Competition for Critical Minerals
The fourth industrial revolution (4IR) is driving unprecedented change. Its dominated by AI, robotics, IoT, genetic engineering and quantum computing. 4IR technologies need critical minerals, fueling a new commodity supercycle.
Sprott Critical Materials Monthly
AI's Critical Impact on Electricity and Energy Demand
The rise of AI and data centers will boost global electricity demand, challenging power grids but benefiting clean energy sources like nuclear. This trend will also increase demand for copper.
Sprott Critical Materials Monthly
The Emerging Renewable Energy Economy
The era of renewable energy is emerging and beginning to reshape power generation. Recent trends suggest that this is a fundamental transformation powered by the fall in renewable energy costs.
Investment Risks and Important Disclosure
Relative to other sectors, precious metals and natural resources 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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