The copper market is the world’s third-largest commodity market, valued at approximately $269 billion at the end of 2024, and is projected to reach $368.8 billion by 2030. Copper is essential to achieving net-zero goals, expanding power grids, and enabling the rise of AI-driven energy technologies. But on the supply side, challenges are mounting. Copper ore grades are declining, supply disruptions are frequent, and major new discoveries are rare.
At the same time, uranium interest is surging as countries look to achieve cleaner, and more secure, energy sources. With nuclear power increasingly seen as a reliable low-carbon solution, demand for uranium is rising, particularly from countries expanding their reactor fleets or restarting dormant power plants. At the same time, supply remains constrained. Years of underinvestment, mine closures, and geopolitical disruptions have tightened the market.
The demand for these metals, coupled with limited supply, could place sustained upward pressure on their prices in the years ahead. Join us for our latest webinar where we’ll examine the long-term investment case for copper and uranium.
Key discussion points:
- Why copper is essential for electrification, renewable infrastructure, and global development
- Uranium’s role in the nuclear energy resurgence and long-term power generation
- Supply-demand imbalances and constraints in copper and uranium markets
- How geopolitical trends, AI-driven energy use, and supply chain challenges are shaping demand
- Physical spot price exposure vs. mining equity ETFs
Speakers:
- John Ciampaglia, CEO, Sprott Asset Management
- Steven Schoffstall, Director, ETF Product Management, Sprott Asset Management
- Jake Coulson, Investment Writer, HANetf
For professional investors only. Capital at risk.
Marketing communication.