Metals and Miners: Opportunities in the Strategic Resource Race – Sprott – 6.23.26

Summary:

As nations race to secure the metals critical to economic growth, energy security and technological leadership, the outlook for the sector is being shaped by powerful macroeconomic and geopolitical forces.

Join Sprott President, Ryan McIntyre, MBA, CFA; Managing Partner and Market Strategist, Paul Wong, CFA; and Senior Managing Partner of Global Sales, Ed Coyne for a timely mid-year outlook on the key drivers influencing gold, silver, copper, uranium and other strategic metals. From the tug-of-war between monetary policy and geopolitics to the surge in AI-driven demand for critical materials, we’ll examine the trends shaping markets and investment opportunities in the second half of 2026.

We’ll cover:

• The key market and macro signals investors should be watching through year-end
• Whether current supply constraints are temporary or structural, and what makes this commodity cycle different
• Gold’s role as a monetary asset in today’s evolving macro environment
• How AI and data infrastructure are impacting demand for metals, including copper, uranium and other critical materials
• How investors should think about portfolio positioning across physical metals and miners, including tactical and strategic allocation considerations

Speakers:

Ryan McIntyre is President, Sprott Inc. Mr. McIntyre assists the CEO in the day-to-day operation of the company, is a senior portfolio manager and is responsible for leading our cybersecurity and information technology teams and wealth management business. He brings more than 20 years of experience in the natural resources sector, and was most recently the President of the royalty/streaming company Maverix Metals until its sale for $785M to Triple Flag Precious Metals, an Elliott Investment Management-backed company. Prior to joining Maverix, Mr. McIntyre spent 11 years with Tocqueville Asset Management, most recently as a Co-Portfolio Manager of the $1.8B Tocqueville Gold Strategy. He began his career as an analyst and then associate focused on mergers and acquisitions in the metals and mining sector with Macquarie Group from 2002-2006. Mr. McIntyre holds a Bachelor of Commerce with Distinction (majoring in finance) from Dalhousie University and an MBA from the Yale School of Management. He also holds the CFA designation.

Paul Wong is Managing Partner, Market Strategist, Sprott Inc. He has more than 37 years of investment industry experience, specializing in investment analysis for natural resources investments. Mr. Wong first joined Sprott Asset Management in 2011. From 2012 to 2017, Mr. Wong was a senior portfolio manager responsible for the short positions of the Sprott hedge funds. From 2015 to 2017, he was lead portfolio manager of the precious metals equity funds. Mr. Wong has experience in resource funds, asset allocation and quantitative funds, and was a proprietary trader for several years. Mr. Wong earned his Bachelor of Science in Geology from the University of Toronto and is a CFA^® charter holder.

Paul Wong is a contributor to Sprott's INSIGHTS commentaries, providing a unique, technical macroeconomic analysis on the asset classes we focus on.

Ed Coyne is Senior Managing Partner, Global Sales, Sprott Inc. He joined Sprott in January 2016 and has more than 25 years of investment management and sales experience. Mr. Coyne is the Host of Sprott Radio, a lively podcast series that provides in-depth intelligence on precious metals and critical materials investments, featuring subject matter experts. Prior to joining Sprott, Mr. Coyne was a Principal and Investment Specialist for 18 years at Royce & Associates, a small-cap value manager located in New York City and the investment adviser to The Royce Funds. Before joining Royce, Mr. Coyne worked with Zweig Mutual Funds and Neuberger Berman as a Regional Sales Director. He began his career at Reich & Tang, a provider of deposit, liquidity and cash management solutions for banks, broker-dealers, investment advisors, institutional investors and public entities. Mr. Coyne earned his Bachelor of Science in Architectural Studies from the University of Missouri. He also holds a Series 7 license, administered by Financial Industry Regulatory Authority (FINRA).