John Kinnane, CIMA, Director, Key Accounts, Sprott Asset Management joined Keith Black, Managing Director, RIA Channel to discuss the commodities required for the energy transition.
Sprott is a $25 billion specialty asset manager who has focused on real assets and precious metals for the last four decades.
The opaque market for the energy transition materials required for the creation, storage, and transmission of energy exhibits unique supply-demand dynamics. Uranium had a standout return in 2023, with Sprott offering exposure to both equities and the commodity.
WEBCAST – Uranium and Copper: The Elements of Energy
Electricity demand is expected to grow 86% by 2050. At the same time, most of the world is committed to seeking zero-carbon emissions and increasing nuclear energy capacity. At the center of this growth and transformation are uranium and copper – two critical materials that are in high demand and limited supply. These materials and their miners are potentially attractive investment opportunities.
Join us for an exclusive webcast that will cover:
- A close look at global commitments to net-zero emissions by 2050, the critical materials required and the role of the mining industry.
- The nuclear industry’s global renaissance in clean energy generation, and the increasing supply gap in the uranium needed for new and planned reactors.
- The often-surprising quantities of copper required for clean energy technology like solar panels and wind turbines, electric grid upgrades, and electric vehicles and the challenges facing copper supplies.
- How to take a fresh look at energy sector allocations in portfolios.
- An overview of Sprott’s Copper Miners and Uranium Miners ETFs.
Accepted for 1 CFP® / IWI / CFA CE Credit