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Investors weigh three nuclear ETFs as AI-driven power demand grows
The article highlights factors like reactor authorization streamlining and a 300 gigawatts by 2050 goal, while also citing ongoing supply and licensing bottlenecks.
A renewed push toward nuclear energy and a streamlined reactor authorization process are supporting fresh interest in nuclear-related exchange-traded funds, as demand for low-carbon electricity is increasingly tied to growing AI power needs, according to MarketBeat Ratings.
The piece points to an ambitious industry target of adding 300 additional gigawatts of capacity by 2050, but it also notes hurdles, including difficulties sourcing HALEU for some next-generation reactors, plus supply chain limits, manufacturing capacity constraints, workforce shortages, and potential delays from the licensing process.
MarketBeat Ratings highlights three ETFs with different approaches to nuclear exposure. VanEck Uranium and Nuclear ETF (NLR) is described as one of the oldest funds in the category, launched in 2007, with broad exposure across the nuclear power generation process and a dividend yield of 3.03%, assets under management of $3.73 billion, and a 0.56% expense ratio.
The article also frames the current moment as potentially attractive for investors following a 2026 sell-off, and it cites NLR’s year-to-date decline of nearly 12% as part of a broader valuation reset theme across the nuclear sector. It notes that other funds discussed include Sprott Uranium Miners ETF (URNM) and Uranium Royalty Corp ETF (URA), each with distinct fund characteristics.