The price of the metal has done particularly well, with lithium carbonate rising 25.73% year-to-date, as of November 30, 2025, according to Sprott Asset Management's Jacob White, CFA. Plenty of attention from advisors and investors has been focused on gold, silver, and copper as of late, but those aren't the only metals worth looking at. One metal that may be flying under the radar for many investors and advisors is lithium. Much like the price of Lithium itself, LITP has displayed an extremely strong track ...

Core Insights - The White House is making strategic investments in companies like MP Materials, Lithium Americas Corp, and Trilogy Metals Inc. to address the growing importance of critical minerals for future energy demands [1] - The demand for base metals is increasing due to technological advancements, particularly in AI, which require infrastructure hardware such as aluminum and steel, as well as metals like copper and silver for their electrical conductivity [2] - The World Economic Forum predicts that global natural resource consumption may increase by 60% by 2060 compared to 2020 levels, highlighting the urgency of the White House's investments in critical minerals [3] Investment Opportunities - Investors can gain exposure to companies benefiting from critical minerals demand through individual stock research or by investing in ETFs like the Sprott Critical Materials ETF (SETM) [4] - The SETM tracks the Nasdaq Sprott Critical Materials Index, which includes mining companies involved in the production of essential metals such as uranium, lithium, copper, nickel, silver, manganese, cobalt, graphite, and other rare earth elements [5] - Other investment options include the Sprott Physical Silver Trust (PSLV) for silver and the Sprott Lithium Miners ETF (LITP) for lithium, both of which are positioned to capture growth in their respective markets [6] Broader Exposure Options - The Sprott Active Metals & Miners ETF (METL) offers active exposure to a diverse range of metals, including critical materials, steel, platinum, and palladium, providing a broader investment mandate [8]

Market Performance - Wall Street experienced a downbeat performance last week, with the S&P 500 declining by 0.3%, the Dow edging lower by 0.2%, and the Nasdaq slipping by 0.7%, marking the first weekly loss in four weeks for both the Nasdaq and the S&P 500 [1] Inflation Data - August's personal consumption expenditures (PCE) price index showed core PCE rising at an annual rate of 2.9%, while the all-items index recorded a 2.7% year-over-year increase and a 0.3% monthly gain, reinforcing expectations for two quarter-point interest rate cuts by year-end [2] Consumer Sentiment - The University of Michigan reported a consumer sentiment index of 55.1 for September, slightly below the Dow Jones consensus forecast of 55.4, indicating steady sentiment among households with larger stock holdings [3] Economic Growth - The U.S. economy grew at a robust 3.8% in Q2 of 2025, an upward revision from the previously reported 3.3% growth, driven by stronger consumer spending after a 0.6% decline in Q1 [5] Federal Reserve Actions - The Federal Reserve enacted its first rate cut of 2025 in September, with an 87.7% chance of a 25-basis point rate cut in the upcoming October meeting [6] Tariff Developments - President Trump announced new tariffs ranging from 30% to 100% on various imported goods, effective October 1, with exemptions for drugmakers building manufacturing plants in the U.S. [7] Commodity Performance - Platinum prices surged, with the GraniteShares Platinum Trust and abrdn Physical Platinum Shares ETF both up 12%, driven by supply-demand imbalances and declining mine output [9] - Palladium prices rose by 10.6% due to supply crunches and increased industrial demand, influenced by geopolitical tensions [11] - The Sprott Lithium Miners ETF increased by 10.3% following reports of potential U.S. government intervention in Lithium Americas' Thacker Pass mine [13] - The Sprott Silver Miners & Physical Silver ETF rose by 10.2%, supported by strong safe-haven demand amid ongoing trade tensions [14]