How China's Rare Earths Dominance Reshapes Defense Strategy

The global push, particularly in Western nations, towards advanced technology in the defense sector is amplifying the realization that critical supply chains run through China. For defense strategists, this reliance becomes a roadblock on the path to critical mineral independence.

ETF Trends • 8 hours ago

Copper vs. Gold & Silver: Which Metal Wins the AI Boom? ETFs at Play

ETFs like COPX are gaining attention as copper outpaces gold and silver, fueled by AI data center demand and a bullish long-term supply-demand outlook.

Zacks Investment Research • Jun 2, 2026

All Eyes On Copper Miners

I recommend buying the Global X Copper Miners ETF and the Sprott Copper Miners ETF due to attractive valuations and strong macro tailwinds. Hard assets like copper remain undervalued versus financial assets, supported by tightening supply-demand dynamics and falling inventories. COPX and COPP both offer compelling exposure; COPX stands out for liquidity and track record, while COPP offers broader holdings.

Seeking Alpha • May 12, 2026

Sprott Physical Copper Fund Makes NYSE Debut

On Monday, May 4, the Sprott Physical Copper Trust (SCOP) began trading on the NYSE Arca. Previously a non-redeemable investment fund, the trust has now been restructured into a mutual fund.

ETF Trends • May 4, 2026

COPP: A Pure-Play Bet On The Coming Copper Deficit

Sprott Copper Miners ETF is rated Buy for concentrated, pure-play copper exposure with a unique physical copper allocation. Structural supply deficits, AI infrastructure, grid modernization, and defense spending drive a multi-decade bullish thesis for copper demand. COPP's top-heavy portfolio, led by Freeport-McMoRan (25.9%), offers U.S. tariff leverage but increases concentration risk versus diversified peers.

Seeking Alpha • May 4, 2026

The Case for Gold Miners: Why Supply Scarcity is Key

While gold has proved to be a hot commodity for the last few months, some naysayers have looked at March's short-term volatility as a reason to stay away from the precious metal for now.

ETF Trends • Apr 27, 2026

Why Invest in Rare Earths? Consider These Three Use Cases

In recent months, there has been a lot of discussion about the importance of amplifying the domestic production and supply chains for rare earths in the United States. Given that China maintains a significant hold over the global market, the U.S. looking to increase its own rare earths presence makes a good deal of sense.

ETF Trends • Apr 20, 2026

COPP: Copper Is King Of Commodities

Sprott Copper Miners ETF receives a Buy rating due to robust long-term copper demand driven by electrification and data center expansion. COPP offers exposure to both commodity price upside and miners' operational cash flow improvements, notably through holdings like FCX and TECK. Power infrastructure investment and data center growth are major catalysts, but risks include EV sales declines and potential project delays from community pushback.

Seeking Alpha • Apr 14, 2026

COPP: Copper Miners Are Quietly Outperforming And Nobody Is Talking About It

Sprott Copper Miners ETF returned 84% in one year with a 1.96 Sharpe ratio, driven by record copper prices above $13,000/mt and structural supply deficits. Freeport-McMoRan at 28% concentration is the fund's biggest differentiator and risk, making COPP a high-conviction pure copper play versus diversified peers COPX and ICOP. Copper demand from AI data centers, electrification, and grid upgrades faces a 17-year mine development bottleneck that BloombergNEF projects will create a 28 million metric ton supply gap by 2050.

Seeking Alpha • Apr 13, 2026

As Oil Prices Struggle, Keep an Eye on Uranium

Key Takeaways While energy investments of all kinds have struggled amid conflict in the Middle East, uranium might offer a compelling long-term opportunity. Sprott Asset Management CEO John Ciampaglia noted that uranium's fundamentals remain sound, and that it remains far harder to substitute or replace than other metals investors tend to allocate towards.

ETF Trends • Apr 6, 2026