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Critical Materials ETFs Market Energy Demand and Inflation Resilience

The Sprott Critical Materials ETF, SETM, had a 7.95% year to date NAV gain as of July 30, 2026, according to ETF Trends.

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ETF Trends highlights critical materials ETFs as a way for investors to add diversification and potential inflation resilience, pointing to the role these commodities can play in energy-related long term demand.

The outlet links the theme to what it describes as energy resilience becoming a higher priority, citing rising gas prices, geopolitical supply chain pressures, and the need to meet growing AI demand. It says critical materials are used across parts of the energy sector, including batteries, nuclear energy, and solar cells.

ETF Trends also cites commentary from Steve Schoffstall, managing partner at Sprott Inc. and head of ETFs at Sprott Asset Management. He said miners have seen stronger balance sheets, higher profitability, and less leverage over recent years, while underlying demand for many critical materials has strengthened over the past 12 to 24 months.

The article points to the Sprott Critical Materials ETF, SETM, which invests in a broad range of critical materials. It adds that SETM’s NAV rose 7.95% year to date as of July 30, 2026.

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