Global X Uranium ETF

URA

時価総額 $50億

In a boost for struggling sector, JPMorgan highlighted long-term, structural supply deficits for uranium.

Shares of NuScale Power (NYSE:SMR) are sliding in Friday morning trading, giving back the policy-driven advance nuclear developers posted a day earlier. NuScale Power stock is at $8.45, down 7% midday.

Global X Uranium ETF is rated Buy, driven by surging energy demand from AI and electrification trends. URA offers diversified exposure to uranium, with Cameco comprising over 20% and Sprott Physical Uranium Trust nearly 6%. Uranium's 92% capacity factor, low emissions, and scalability position it as a critical solution for future energy shortfalls.

Uranium equities have given back roughly a third of their value since last year's highs, even as hyperscaler power contracts, small modular reactor announcements, and utility load forecasts continue to point in one direction.

Oklo has recently achieved a crucial milestone in the development of small modular reactors for nuclear energy. The VanEck Uranium and Nuclear ETF holds about 4.4% of its assets in Oklo stock.

I rate the Global X Uranium ETF (URA) a BUY after its 18.9% correction, as stronger long-term contract pricing is set to support producer earnings. URA's recovery is likely to be led by established producers like Cameco, where improved contract prices are already becoming visible in realized earnings. The fund offers diversified exposure across uranium producers and the nuclear value chain, but carries heightened risk due to concentration and company-specific factors.

Eagle Nuclear Energy (NASDAQ:NUCL) has been added to the Solactive Global Uranium & Nuclear Components Total Return Index, making it eligible for inclusion in the Global X Uranium ETF (NYSE:URA) , which manages more than $5 billion in assets.

RENO, Nev., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Eagle Nuclear Energy Corp. (“Eagle” or the “Company”) (NASDAQ: NUCL), a next-generation nuclear energy company that owns one of the largest conventional, measured and indicated uranium deposits in the United States, today announced that it has been added to the Solactive Global Uranium & Nuclear Components Total Return Index (the “Solactive Index” or the “Index”), a step that qualifies the Company for the Global X Uranium ETF (NYSE Arca: URA). Eagle's inclusion in the Solactive Index comes as part of the Index's semi-annual rebalancing, with trading commencing at the market open on Monday, August 3, 2026.

If even an oil-rich country like Saudi Arabia wants nuclear power plants, that's a bullish signal for uranium miners and nuclear energy ETFs. The Global X Uranium ETF has delivered 20% annualized returns for the past five years.

US-Saudi nuclear deal could reshape the energy landscape. See how nuclear ETFs may offer diversified exposure to companies positioned to benefit.