"The U.S. Energy Information Administration projected in March 2026 that American power demand will climb to a new record in 2026 and keep rising through 2027, driven largely by AI data centers. Nuclear is one of the few energy sources positioned to absorb that load reliably, and its share of the generation mix is forecast to tick up."
"Global X Uranium ETF (NYSEARCA:URA) is the category anchor. Launched in November 2010, it has grown to $7.6 billion in assets, making it by far the largest and most liquid nuclear-themed fund available to retail investors - a meaningful advantage for investors who need to move in and out of positions without slippage."
"The portfolio is built around the uranium supply chain rather than the power grid. Cameco holds a 24% weight, making it the single largest position, followed by NexGen Energy, Uranium Energy Corp, and Kazatomprom, the world's largest uranium producer by volume. This is a fund that profits most directly when uranium prices rise, because its holdings are the companies extracting and selling the fuel."
The U.S. Energy Information Administration projects American power demand will reach new records in 2026 and continue rising through 2027, primarily due to AI data center expansion. Nuclear energy is uniquely positioned to reliably meet this increased load, with its share of the generation mix expected to grow. This structural shift is reflected in strong performance from nuclear and uranium-focused ETFs over the past year. The Global X Uranium ETF (URA) serves as the category benchmark with $7.6 billion in assets and 120% returns over the past year. URA's portfolio focuses on the uranium supply chain, with major holdings including Cameco, NexGen Energy, and Kazatomprom, positioning investors to profit directly from uranium price increases.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]