Sprott Radio

While EVs still represent the lion’s share of lithium demand, a new use case has arrived in the form of BESS - Battery Energy Storage Systems. Used in datacenters and as grid storage for renewable energy, BESS is starting to have an impact on the lithium market. Benchmark Mineral Intelligence Principal Lithium Analyst Federico Gay joins Sprott Radio to break it all down. This podcast is provided f...

When it comes to energy, and nuclear in particular, China is doing things differently. As our guest puts it - China has clearly taken the approach that they will structure their energy sector on the assumption of chronic global instability. What does that mean in practical terms? David Fishman from the Shanghai-based Lantau Group joins Sprott Radio to share his deep local knowledge of China’s ener...

With growing talk of robots entering mainstream society, AI may indeed “go physical” in the next few years, but not without a secure, abundant supply of rare earth elements. Same goes for defense, green technologies, EVs and the nascent low altitude economy of drones and eVTOLs. Neodymium iron boron magnets derived from rare earth elements are vital components in all these technologies. Ryan Casti...

Model the foreseeable demand from the world’s nuclear fleet, including restarts, life extensions and new units coming online. Then model the foreseeable nuclear fuel supply from all sources including new mines currently being built. Observe the supply-demand imbalance. That, according to Justin Huhn from The Uranium Insider is the core case for uranium. Justin joins for an in‑depth discussion on t...

Rare earths are at the center of a global power struggle. In this episode, Canaccord Genuity mining analyst Reg Spencer unpacks the widening gap between explosive demand—from EVs to robotics—and a supply chain tightly controlled by China. He joins host Ed Coyne to explore how the U.S. and its allies are racing to build new supply and what that could mean for investors. This podcast is provided for...

With the recent run up in gold and silver prices, some investors may feel this cycle is over. Not so suggests Adam Rozencwajg. A key element of every commodity cycle is capital expenditure, and to date, CapEx in the sector has yet to arrive at scale. Early innings of a bull market then? Adam joins host Ed Coyne to analyze the current commodity cycle in depth. This podcast is provided for informati...

In recent times, we have seen gold hit multiple all-time highs (53 of these milestones in 2025 alone) and substantial buying by non-western central banks. Meanwhile, bonds have not been providing the yields they used to, and the United States Secretary of the Treasury has acknowledged his appreciation for the yellow metal. What does all this tell us about the future of gold in the global monetary...

Copper, lithium, rare earth metals and other critical materials are taking center stage as strategic industries including defense, AI, and energy seek to shore up supply.  In addition to this growing demand, supply disruptions, geopolitics and the slow pace of bringing new mines into production are all dynamics to be reckoned with when analyzing this new commodities market. Sprott's Director...

Craig Tindale’s essay, The Return of Matter: Western Democracies' Material Impairment, has become something of a sensation since being published in December of 2025. The essay provides a stark and sobering analysis of how the West has lost control of materials vital to prosperity and security. Backed by robust data and historical analogs, Craig joins host Ed Coyne to say the quiet part out lo...

With silver’s recent price fluctuations causing uncertainty and speculation, it’s vital to separate the signal from the noise. Spoiler alert: silver’s industrial demand fundamentals and structural supply deficit remain intact, as does the thesis for long term investment in silver. Sprott’s Maria Smirnova joins host Ed Coyne to break it all down. This podcast is provided for information purposes on...

Host Ed Coyne and Sprott CEO John Ciampaglia recap a surprising 2025 for the uranium market, characterized by flat spot prices that contrasted sharply with strong mining equities and bullish long-term demand signals for nuclear power. Together, Ed and John look ahead to 2026, highlighting the potential for renewed contracting, higher prices and pivotal U.S. policy decisions that are likely to boos...

Peter Krauth, author of the best-selling book The Great Silver Bull joins host Ed Coyne for a timely discussion on silver’s recent gains. With ongoing structural supply deficits and growing industrial demand, silver looks to be a compelling story in 2026. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness o...

Should gold mining stocks be on the radar for value investors?  For investors that focus on fundamentals, they are certainly worth a look, even when compared to big tech companies. Jeffrey Huge joins Ed Coyne to make the case. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and...

After making multiple all-time highs this year, what’s next for gold? To answer that question, we turn to economist Steve Hanke. After 56 years at Johns Hopkins University studying money, markets and the economy, he has seen a few cycles and by his reckoning, “there’s still a lot of juice in the lemon.”  This podcast is provided for information purposes only from sources believed to be reliable. H...

Sprott economic geologist and senior portfolio manager Justin Tolman joins Ed Coyne for a deep dive on demand trends for steel, copper and silver and what it might take to successfully invest in the metals that build the world.  This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions an...

Just back from the World Nuclear Symposium in London, John Ciampaglia and Per Jander joins Ed Coyne for a timely update on the global nuclear industry. Topics include the latest trends in uranium contracting, recent production guidance from major producers and the growing interest from the investment community. This podcast is provided for information purposes only from sources believed to be reli...

There’s more to the nuclear energy renaissance than just a change in public sentiment. Until recently, closing a nuclear plant was a badge of honor for politicians running a “green” platform. Now things have changed and the demand for abundant, clean, baseload energy has brought us from highly politicized plant closures to where, as Mark Nelson puts it, “If you have an existing nuclear plant, it&a...

Dr. Tim Gregory joins host Ed Coyne for a truly inspiring discussion on the possibilities of nuclear energy and nuclear science. With an engaging mixture of science, optimism and fascination, Dr. Gregory walks us through his new book Going Nuclear – How Atomic Energy Will Save The World. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott do...

With tepid demand for EVs, tightening emissions standards and the internal combustion engine not going away any time soon, demand for vital PGMs (Platinum Group Metals) remains inelastic. Combine that with static or diminishing supply and a platinum price uncharacteristically below gold, and the investment picture for platinum becomes even more compelling. Sprott portfolio manager Shree Kargutkar...

Well, that was quite a start to the year! We are at the halfway mark and are still adjusting to a constant stream of economic and geopolitical uncertainty affecting markets on a daily basis. To put some perspective to all of this, host Ed Coyne is joined by Sprott Market Strategist Paul Wong. *Recorded on June 25, 2024 This podcast is provided for information purposes only from sources believed to...

Economist Daniel Lacalle joins host Ed Coyne for a lively, wide-ranging conversation. Topics include Spain’s recent black out, the economy and how gold and hard assets can help investors from getting “slowly roasted” by the monetary and fiscal policies of central banks and governments.  This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott doe...

Calling it a “super” cycle might be hyperbole, but signs indicate that the next commodities cycle is upon us. That’s the thinking from Adam Rozencwajg, Co-Founder and Managing Partner of Goehring & Rozencwajg. Adam joins host Ed Coyne to share his analysis of how cycles come around and what’s so compelling about the current setup for investors interested in gold, silver, uranium and copper. Th...

The power of nuclear is a concept that has captivated mankind for over one hundred years. It’s also the title of a recent book by Danish author and journalist Marco Visscher. Marco joins host Ed Coyne for a sober look back and an optimistic look forward at today’s most powerful source of energy. This podcast is provided for information purposes only from sources believed to be reliable. However, S...

“One could argue that gold's price is not changing at all, and it's the rest of the world that's changing around it.” So says Eric Biegeleisen from 3Edge Asset Management in this great conversation with host Ed Coyne. We could not agree more. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness...

Friend of the show Ronnie Stöferle returns to Sprott Radio to share his latest thoughts on gold’s role in times of great uncertainty and to give us a preview of the 2025 In Gold We Trust Report. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgmen...