What will it take to rebuild America’s critical minerals supply chain? In this episode of Sprott Radio, Ed Coyne talks with Idaho National Laboratory Chief Geologist Travis McLing about the metals the U.S. can’t afford to be without, from copper and rare earths to uranium, and why mining, processing and supply security are becoming increasingly important investment themes.

Ronnie Stöferle of Incrementum AG discusses the latest In Gold We Trust report and why he believes the long-term investment case for gold remains firmly intact, highlighting central bank buying, shifting reserve dynamics and gold’s evolving role in modern portfolios.

The long-term outlook for nuclear energy has rarely looked stronger. WMC’s Per Jander explains why rising utility contracting, record-high term uranium prices, persistent supply constraints and accelerating global nuclear demand continue to reinforce uranium’s compelling investment case. Jander explores how reactor life extensions, the emergence of small modular reactors (SMRs) and growing government support are creating multiple new sources of uranium demand and will continue to do so for years to come.

While EVs still represent the lion’s share of lithium demand, a new use case has arrived in the form of battery energy storage systems (BESS). Used in data centers and as grid storage, 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.

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Relative to other sectors, precious metals and natural resources investments have higher headline risk and are more sensitive to changes in economic data, political or regulatory events, and underlying commodity price fluctuations. Risks related to extraction, storage and liquidity should also be considered.

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