Global X Uranium ETF

Global X Uranium ETF (URA) tracks an index of companies engaged in uranium mining, exploration, and nuclear fuel-cycle services, giving investors a single vehicle for exposure to the physical uranium price and the broader nuclear supply chain. In the current policy-driven nuclear renaissance, URA serves as a liquid proxy for utilities and governments seeking to secure long-term fuel supply outside of direct physical purchases or long-term contracts.

Over the past twelve months the fund has added new Kazakh and Australian producers while trimming Cameco weight after the spot price surge, and assets under management have risen more than 60 percent on renewed reactor-uprate orders in the U.S. and Europe. Key risks include single-commodity price volatility, geopolitical concentration in Kazakhstan and Canada, and potential delays in mine licensing or reactor buildouts that could mute demand growth.

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