DML:CC - Sleeping Giant Vs. Renewables: Can Uranium ETFs Power Your Clean Energy Portfolio

2024-05-29 09:18:17 ET

Summary

• Uranium exposure is tricky, regulation and capital intensiveness result in volatile stocks and hard to predict outcomes.
• Nuclear energy seems to be the only logical way to close the gap between current energy supply and future demand.
• An ETF seems like the perfect way to get exposure to Uranium, but the offerings are widely different, and picking the right one matters.

Uranium and nuclear energy may be the only viable way to close the gap between current energy production and future energy demand. The speed at which demand is growing and the instability in the geopolitical arena make closing the gap by any other means complex, if not farfetched.

Gas and oil are subject to geopolitical shifts that don't seem to be going away , and environmental regulation may increase the expense of using them beyond the already volatile market. On the other hand, solar, wind and other renewable energy sources are inefficient in terms of speed of implementation, capital requirements, and other factors like land and energy reliability....

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