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Metals in Motion

Metals in Motion

Written by: Ronald DeLegge
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Metals in Motion is an ORIGINAL episode series brought to you by Sprott ETFs that keeps you on top of trends shaping the future of strategic metals. Simply put, how we power our world is undergoing a radical shift.


Aggressive global timelines to reduce carbon emissions and diversify energy sources are in place--driving demand for critical minerals like uranium, copper, lithium and nickel. How could these minerals and their miners help benefit portfolios? Watch our series to find out how to mine the energy transition for investment opportunities.

© 2026 Metals in Motion
Economics Personal Finance
Episodes
  • Rare Earths: China and the Battleground for Defense, Technology and Energy
    Apr 24 2026

    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 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.

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    10 mins
  • Critical Materials in an Era of Energy Security and Defense
    Apr 6 2026

    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 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.

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    8 mins
  • Uranium’s Catch‑Up Trade: Nuclear Power’s Next Decade of Demand
    Mar 4 2026

    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 chats with John Ciampaglia, CFA, FSCI and CEO of Sprott Asset Management about trends in uranium supply, demand and price action.

    #uranium #mining #etf #metals

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    9 mins
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