Moreover, Sprott Uranium Miners ETF (URNM) shows intense volatility with higher highs since 2021, reflecting investor demand for miners leveraged to uranium prices. Sprott Physical Uranium Trust Fund (U.UN) and Sprott Physical Uranium Trust (SRUUF), which directly hold physical uranium, display steadier growth patterns, showing uranium’s gradual appreciation in spot markets since 2020. These instruments illustrate how uranium has moved from a decade-long slump into a period of structural recovery, driven by energy transition policies and renewed nuclear demand.
Conclusion: Why Lithium, Copper, and Uranium Are Set to Soar
The global energy transition is accelerating. Electricity demand is rising faster than overall energy use, driven by EVs, AI, data centres, and digitalisation. This shift creates structural demand for critical raw materials. Lithium, copper, and uranium form the foundation of this new energy economy. Investors should closely watch these markets as the next decade will be shaped by the race to secure these resources.
Lithium, copper, and uranium offer a unique investment edge:
Lithium powers EV batteries and grid storage. The prices rebounded sharply in 2025 due to tightening supply and strong demand. ETFs like LIT and LITP rallied over 70%, signalling investor confidence.
Copper is essential for electrification. Copper demand is increasing due to the need for use in EV motors and the development of grid infrastructure. The long-term technical charts show an ascending channel, with prices bouncing strongly from key support levels.
Uranium ensures stable, carbon-free baseload power. Tech giants are locking in nuclear deals to fuel AI data centres. Supply disruptions from Kazatomprom and Niger amplify its bullish outlook.
From a technical perspective, all three commodities show solid foundations for long-term accumulation. Specifically, lithium-related ETFs are forming recovery patterns after multi-year bottoms. Meanwhile, copper has reversed from long-term support in the quarterly trend channel, pointing to structural upside. At the same time, uranium remains in breakout mode, supported by thin supply and rising institutional demand.
Therefore, investors may consider buying copper at $4.30 levels and add more positions if the price drops to $3.35 and $2.70 levels. Moreover, uranium and lithium are considered strong buys at current levels. These materials are not just cyclical trades; they are strategic assets for the decade ahead.
