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 energy buildout and its rapidly expanding nuclear fleet.

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 judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

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 Castilloux from rare earths consultancy, Adamas Intel, joins host Ed Coyne to share his insights on the growing demand for rare earth elements.

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 judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

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 the global uranium market and the evolving outlook for nuclear energy.

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 judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

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 information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

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 information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

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 system? Incrementum’s Ronnie Stoeferle joins Ed Coyne to share his analysis and thoughts on gold in 2026 and beyond.

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 judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

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 of ETF Product Management, Jake White, joins Sprott Radio to break it all down.

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 judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

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 loud: "If you don't have physical custody, you haven't got anything.” 

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 judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

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 only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

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 boost demand for uranium and nuclear power.

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 judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.

This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.