Metals in Motion

As 2026 reaches the halfway point, Thalia Hayden ‪@etfguide‬ chats with Justin Tolman, BSc (Hons), MBA, Senior Portfolio Manager and Economic Geologist at Sprott Asset Management about trends in metals and mining markets in 2026, what's been a surprise, and what the next half of the year might hold. 

The global energy map is being redrawn in real time. As volatility in the Middle East puts the world's oil and gas arteries under pressure, the conversation has shifted from the pipeline back to the reactor. In a world of geopolitical upheaval, energy security isn't just a goal, it's a survival tactic. This is why nuclear power is reclaiming the global spotlight. Sprott Asset Manage...

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. a...

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...

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 Jo...

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 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 ba...

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 broa...

In this episode of Metals in Motion, Thalia Hayden @etfguide and Steven Schoffstall, Director of ETF Product Management at Sprott Asset Management, discuss how government action and massive private-sector investment are reshaping the critical materials landscape, including rare earth metals. New U.S. equity stakes, global agreements and major nuclear initiatives are accelerating efforts to rebuild...

Gold has been recently surging to record highs. In this episode of Metals in Motion, Steve Schoffstall, Director of ETF Product Managment at Sprott Asset Management joins Thalia Hayden ‪ ‪@etfguide‬ to explain why gold is performing so well, and why the gold mining trade might still have room for investors to make their move. #gold #goldprice #etf #investing

Metals are more important now than they've ever been. In this episode of Metals in Motion, Steven Schoffstall, Director ETF Product Management at Sprott Asset Management joins Justin Tolman, BSc (Hons), MBA, Senior Portfolio Manager and Economic Geologist at Sprott Asset Management to learn why the deep financial and and geologic expertise at Sprott is such a unique asset, and explores the in...

The rise of artificial intelligence and the global energy transition are creating an unprecedented demand for copper. In this episode of Metals in Motion, Steven Schoffstall, Director ETF Product Management at Sprott Asset Management joins Thalia Hayden ‪ ‪@etfguide‬ to explain why this critical metal is at the heart of a potential power surge, fueling everything from green energy projects to AI d...

In this episode of Shifting Energy (Season  2), Steven Schoffstall, Director, ETF Product Management and John Kinnane, Director, Key Accounts at Sprott Asset Management chat  about how investors are navigating bumpy markets and global trade wars with assets like gold and silver. This episode also analyzes critical materials like copper and uranium along with ETF strategies for getting investment e...

In this episode of Shifting Energy (Season  2), Thalia Hayden ‪@etfguide‬ speaks with Steven Schoffstall, Director, ETF Product Management at Sprott Asset Management  about the impact of global trade wars on critical materials like copper, silver and uranium. Beyond today's policymaking chaos, this episode analyzes the big picture energy transition. It also examines the latest supply/demand t...