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.
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.
The factors driving lithium’s performance this year are rather multifaceted. To start, the supply and regulatory situation for lithium is steadily tightening. One of the larger lithium mines in China has shut down, and new regulations are being implemented to stop lithium from being sold at significantly low prices. Meanwhile, sentiment is rising in the U.S. to bolster the supply chain for lithium and other critical minerals, due to Chinese dominance.
Demand for lithium is on the rise, as well. This is due to how the metal is being utilized in a variety of different operations. Not only is lithium used for electric vehicles, but lithium-ion batteries are increasingly being employed in data centers across the globe.
Furthermore, we are currently in an age where commodities may be more valuable than ever before. Inflationary pressures continue to threaten the economy, cementing the advantages of commodities as a diversifier and store of value. Lithium is one such commodity, and can be thus employed as an inflation hedge as well.
The duality of supply and demand shows that lithium’s price momentum will likely not abate heading into the new year. As such, advisors and investors might want to take advantage by gaining targeted exposure to the lithium mining industry.
Tackle Lithium Miner Momentum with LITP
One way to do so is through the Sprott Lithium Miners ETF (LITP). LITP is a fund from Sprott built to provide similar results to that of the Nasdaq Sprott Lithium Miners Index. This index focuses on a variety of global players in the lithium space, including developers, producers, and explorers.
For those looking to expand their exposure to the uranium space, the Sprott Uranium Miners ETF (URNM ) can offer a potent use case. This fund invests both in uranium miners and physical uranium itself, providing comprehensive coverage inside a single fund.
Should the uranium industry mount a comeback in the new year, URNM’s strategy gives itself a few different options to pursue in order to deliver compelling growth and returns. And with the long-term outlook for uranium demand looking strong, the fund may have a potent role to play for portfolios in 2026.
For more news, information, and analysis, visit the Gold/Silver/Critical Minerals Content Hub.
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Exchange Traded Funds (ETFs): SETM, LITP, URNM, URN, COPP, COPJ, NIKL, SGDM, SGDJ, SLVR, GBUG, METL
Physical Bullion Funds: PHYS, PSLV, CEF, and SPPP.
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