The Ultimate List of Uranium ETFs for the Nuclear Energy Boom

Uranium ETFs offer strategic exposure to the nuclear renaissance driven by global decarbonization efforts. These instruments primarily trade on major exchanges like NYSE and TSX, connecting portfolios to fuel cycle dynamics. As a geopolitically vital commodity, uranium stands at the intersection of energy security and climate policies worldwide.

Uranium investment vehicles represent more than resource plays; they embody complex supply-chain infrastructure. The primary advantages include:

• Structural deficit exposure: Capitalize on the 40 million pound annual supply gap requiring new mine development (World Nuclear Association).
• Policy acceleration: Benefit from 500+ reactor construction/planning projects globally and G7 nuclear declarations.
• Inelastic economics: Power plants accept price increases since uranium constitutes only 5-10% of operating costs.

The supply-demand imbalance creates dramatic effects: Uranium prices quintupled from 2020 lows amid production shortages. Sprott Physical Uranium Trust (U.UN) holds over 65 million pounds of U3O8 equivalent – equivalent to 30% of annual global mine production! This physically-backed ETF alone has accumulated over $8 billion in assets since launching in 2021. Investing through these vehicles taps into a market where reactor restarts in Japan and new builds across Asia drive consumption beyond current supply capacity.

Leading funds demonstrate extraordinary energy transition leverage. Global X Uranium ETF (URA) gained 220% during 2021-2023 as nations accelerated nuclear commitments. Sprott Uranium Miners ETF (URNM) components achieved 150% revenue growth within three years. This surge explains uranium’s emergence as the top-performing energy commodity: Outpacing oil by 15x since 2020. As “reactor proxies,” uranium ETFs show accelerated adoption potential: Small Modular Reactor approvals could trigger 30-50% valuation jumps among component holdings. Strategic choices include miner-focused funds (URA), physical trusts (URA.U), enriched uranium specialists, and market-neutral vehicles monitoring DOE inventory releases and reactor licensing schedules.

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The following table contains a performance-ranked selection of uranium-focused ETFs capitalized during the nuclear energy expansion. It includes both miner-concentrated and physical holding structures traded on global exchanges. All presented data (uranium holdings, NAV premiums, leverage metrics) are updated hourly to reflect spot uranium markets and net asset values.