Insights

Nuclear power is creating a buzz in media circles. Thalia Hayden of @etfguide talks with John Ciampaglia about the powerful comeback of nuclear energy and how tech giants are embracing nuclear energy for data centers.

In our webcast with Nasdaq, John Ciampaglia discusses the rapid emergence of technologies like AI, the race to upgrade power grids, continuing global decarbonization goals and growing middle classes. He gives an overview of how the critical materials behind energy—such as uranium, copper, nickel, lithium and more—are likely to remain growth-oriented investment opportunities for the long term, and how to invest in them in a single allocation.

Silver prices should spike higher with gold hitting a new all-time high above $2,500 an ounce, said John Ciampaglia, CEO of Sprott Asset Management, when speaking with Kitco Mining.  “It's mind-boggling to us that silver is still below $30. It is obviously way off its 2010 highs, and we would love to see it get back to the $50 level,” said Ciampaglia. “We think it has the ability to do that over time.”

In this episode of Shifting Energy (Season 1), Thalia Hayden of @etfguide talks with John Ciampaglia about the growing energy requirements of AI and how uranium, copper, silver and other metals may benefit.

John Ciampaglia, CEO of Sprott Asset Management, joins CNBC's Fast Money to talk about the gold market and explain how central banks and overseas buyers are driving current demand. 

Electricity demand is expected to grow 86% by 2050. At the center of this growth are uranium and copper – two critical materials that are in high demand and limited supply.

John Ciampaglia joins Thalia Hayden on Sprott’s new video series, Shifting Energy. They discuss surging uranium prices, the latest nuclear renaissance and potential investment opportunities. 

John Ciampaglia joins James Connor at the Bloor Street Capital Virtual Uranium Conference to examine the growing interest in the uranium market, and Sprott’s movement in the space. 

John Ciampaglia sits down with BNN Bloomberg to discuss the uranium market. "We’ve been very active in educating the market and investors about the uranium thesis since we acquired the Uranium Participation Corporation in July 2021."

2023 provided the long-awaited inflection point for the uranium contracting cycle. Long-term security of supply concerns, fanned by lingering geopolitical risks and the challenges of expanding primary production, are likely the key themes to watch.

Bloor Street Capital's Battery Metals Conference featured John Ciampaglia, CEO of Sprott Asset Management, interviewed by Margot Rubin.

John Ciampaglia, CEO of Sprott Asset Management joins CNBC's Fast Money to talk about the uranium market and share Sprott's views on the benefits of nuclear energy and the need for energy security.

"Uranium has been one of the shining lights among commodities, given that it has had strong performance year to date. I think many investors are interested and are trying to understand the key drivers." 

John Ciampaglia discusses why a higher uranium price will help incentivize much needed production for the world's growing nuclear fleet. John also discusses his outlook on gold, silver, copper, lithium and more.

John Ciampaglia discusses the current state of the gold market, the resilience of uranium, the growth of the battery metals sector and Sprott’s focus on providing investors with access to energy transition investments. 

“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.” 

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.

Value Investor Insight interviewed Whitney George, John Ciampaglia, John Hathaway, Matthew Haynes and Per Jander on the key global macroeconomic shifts that have prompted Sprott to broaden and deepen its focus on real assets and energy transition investing. 

2022 has been a difficult year for many asset classes. Markets were historically volatile, with higher-than-expected inflation, quickly rising interest rates, the Russia-Ukraine war and the threat of a global economic recession. 

The Sprott Physical Uranium Trust (“SPUT”, TSX: U.U ($US); U.UN ($CA)) was launched just over a year ago in July 2021. While we were optimistic about the prospects for uranium, we could not foresee the tectonic shifts in the uranium sector that followed the launch and SPUT’s significant impact.

A new uranium bull market is underway. Uranium miners are well positioned to take share within the energy sector as energy security and decarbonization take center stage globally. 

Douglas Yones, NYSE Head of Exchange Traded Products, interviews John Ciampaglia, Chief Executive Officer, Sprott Asset Management, on the recent launch of Sprott Uranium Miners ETF (URNM). 

Nuclear energy’s profile as a highly efficient, reliable and zero-carbon producing energy source has helped to create a new bull market for physical uranium.