URA News and Press, Global X Uranium From 02/17/23

Summary Nuclear energy produces roughly one-fifth of electricity in the EU and USA. The uranium market and trade routes are concentrated, making them susceptible to disruption. A uranium supply shock could spark sky-high prices. Commentators fundamentally underappreciate...

Summary The stock market isn't worried about a recession because we are already in one. Consumer surveys continue to reflect the economic conditions, poor. Global Manufacturing PMIs stabilize but, for the most part, remain in contraction. The stock market is looking beyond the "...

Summary Markets often turn well before the economy and we are starting to see Global PMIs stabilize. Like many other indicators, the market's "Pros and Cons" keep investors guessing. Investors are in the "glass half full" mindset. Negatives are placed on the back shelf now. Sent...

Summary Loads of EVs are in the pipeline worldwide, energy will eventually be at a deficit. New reactor technologies using liquid sodium could make nuclear energy safer and more viable. URA is an ETF that gets you exposure to a wide variety of Uranium plays that trade on difficult t...

Summary URA and URNM are the two main ETFs offering equity exposure to the uranium space. URA may look better at first glance – it has better expense ratio, liquidity and discount to NAV. On the other hand, URNM is the purer-play uranium bet, as URA has holdings outside the s...

Summary There is a strong argument for investing in nuclear energy to achieve climate goals and to reduce reliance on Russian fossil fuels. Nuclear, for the lack of a more reliable clean energy source, is likely to play a key role in the global energy transition. Nuclear waste manag...

Summary The URA ETF provides exposure to a basket of uranium producers, physical holdings, and developers. Recent weakness in URA is due to its outsized Cameco exposure. Although nuclear fusion breakthroughs are scientifically significant, the technology is still years away from com...

Summary I expect some pullback or consolidation in the stock market in the near term. Leading stocks such as Enphase are not breaking out successfully. This tells me that the market is not in good health. Notable charts that caught my eye: uranium potentially on verge of big breakdo...

Summary Expectations surrounding central bank policy, China’s gradual reopening and a lower US dollar are key to investor sentiment in the final stretch of 2022. Central banks have increased interest rates at the fastest rate on record, and there are signs that higher yields are ...

Summary Japan is preparing for a significant return to nuclear power, seeking to restart many idled reactors and create new facilities using next-generation technologies. The United States has redoubled its attempts to become independent of Russian nuclear fuel. The UK authorized fu...