에 대한 최신 뉴스 Global X Uranium ETF (ARCA:URA)

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The Fund invests at least 80% of its total assets in the securities of the Solactive Global Uranium & Nuclear Components Total Return Index (Underlying Index) and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the Underlying Index. The Fund also invests at least 80% of its total assets in securities of companies that are active in some aspect of the uranium industry such as mining, refining, exploration, manufacturing of equipment for the uranium industry, technologies related to the uranium industry or the production of nuclear components, as well as investment trusts whose primary purpose is to provide exposure to physical uranium, and companies which primary business is the production/development of nuclear reactors and associated technology. The Fund may also invest in companies that do not derive a significant percentage of revenues from activities related to the uranium industry, but generate large absolute revenues from the uranium industry (in particular, uranium mining, exploration for uranium, physical uranium investments, technologies related to the uranium industry, or the production of nuclear components). The Fund's 80% investment policies are non-fundamental and require 60 days prior written notice to shareholders before they can be changed. The Fund may lend securities representing up to one-third of the value of the Funds total assets (including the value of the collateral received).

Cameco Corp

Paladin Energy Ltd Common Stock

Nac Kazatomprom Jsc

Uranium Energy Corp

Mitsubishi Heavy

Oklo Inc.

NAC KAZATOG-REGS

Nuscale Power Corp.

Centrus Energy Corp. Class A

Hyundai Eng&cons

Sibanye Stillwater Ltd

Global X Uranium ETF

Direxion Shares ETF Trust Direxion Daily Uranium Industry Bull 2X Shares

United Rail Inc

Themes ETF Trust Themes Uranium & Nuclear ETF

INTL PROSPECT VENTURS LTD by International Prospect Ventures Ltd.

International Prospect Ventures Ltd

Tidal Trust II Defiance Daily Target 2x Long Uranium ETF

<ul>
<li>Nuclear equipment suppliers include Emerson, Westinghouse</li>
<li>Suspensions come amid two-week blitz of restrictions on exports to China</li>
<li>Shipments of hydraulic fluid, jet engines among broad swathe of items affected</li>
<li>Restrictions imposed during tense U.S.-China trade war</li>
</ul>
June 6 (Reuters) - The U.S. in recent days suspended licenses for nuclear equipment suppliers to sell to China's power plants, according to four people familiar with the matter, as the two countries engage in a damaging trade war.
The suspensions were issued by the U.S. Department of Commerce, the people said, and affect export licenses for parts and equipment used with nuclear power plants.
Nuclear equipment suppliers are among a wide range of companies whose <a href="reuters://REALTIME/verb=NewsStory/ric=nS0N3QU081">sales have been restricted</a> over the past two weeks as the U.S.-China trade war shifted from negotiating tariffs to throttling each other's supply chains. It is unclear whether a Thursday call between U.S. President Donald Trump and Chinese President Xi Jinping would affect the suspensions.
The U.S. and China agreed on May 12 to roll back triple digit, tit-for-tat tariffs for 90 days, but the truce between the two biggest economies quickly went south, with the U.S. claiming China reneged on terms related to rare earth elements, and China accusing the U.S. of "abusing export control measures" by warning that using Huawei Ascend AI chips anywhere in the world violated U.S. export controls. After Thursday's call, further talks on key issues were expected.
The U.S. Department of Commerce did not respond to a request for comment on the nuclear equipment restrictions. On May 28, a spokesperson said the department was reviewing exports of strategic significance to China.
"In some cases, Commerce has suspended existing export licenses or imposed additional license requirements while the review is pending," the spokesperson said in a statement. The Chinese Embassy in Washington did not immediately respond to a request for comment.
U.S. nuclear equipment suppliers include Westinghouse and Emerson <a href="https://workspace.refinitiv.com/web/apps/quotewebapi?RIC=EMR.N">EMR.N</a>.
Westinghouse, whose technology is used in over 400 nuclear reactors around the world, and Emerson, which provides measurement and other tools for the nuclear industry, did not respond to requests for comment.
The suspensions affect business worth hundreds of millions of dollars, two of the sources said.
They also coincide with Chinese restrictions on critical metals threatening supply chains for manufacturers worldwide, especially America's Big Three automakers.
Reuters could not determine whether the new restrictions were tied to the trade war, or if and how quickly they might be reinstated. Department of Commerce export licenses typically run for four years and include authorized quantities and values.
But many new restrictions on exports to China have been imposed in the last two weeks, according to sources, and include license requirements for a hydraulic fluids supplier for sales to China.
Other license suspensions went to GE Aerospace for jet engines for China's COMAC aircraft, sources said.
The U.S. also now requires licenses to ship ethane to China, as Reuters reported first last week. Houston-based Enterprise Product Partners <a href="https://workspace.refinitiv.com/web/apps/quotewebapi?RIC=EPD.N">EPD.N</a> said Wednesday that its emergency requests to complete three proposed cargoes of ethane to China, totaling some 2.2 million barrels, had not been granted.
Enterprise said a May 23 requirement for a license to sell butane to China, in addition to the ethane, was subsequently withdrawn. Dallas-based Energy Transfer said it was notified on Tuesday about the new ethane licensing requirement, and planned to apply and file for an emergency authorization.
Other sectors that have been hit with new restrictions include companies that sell electronic design automation software such as Cadence Design Systems <a href="https://workspace.refinitiv.com/web/apps/quotewebapi?RIC=CDNS.O">CDNS.O</a>.

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'U.S. Department Of Commerce Suspends Licenses To Export Nuclear Plant Parts To China, Sources Say' - Reuters Exclusive

<a href="https://www.axios.com/pro/energy-policy/2025/06/04/senate-nuclear-and-geothermal-tax-credits" title="https://www.axios.com/pro/energy-policy/2025/06/04/senate-nuclear-and-geothermal-tax-credits">https://www.axios.com/pro/energy-policy/2025/06/04/senate-nuclear-and-geothermal-tax-credits</a>

Reported Earlier: "Senate Might Rescue Nuclear And Geothermal Tax Credits" - Axios Pro

<a href="https://www.nytimes.com/2025/06/03/us/politics/iran-nuclear-deal-proposal.html">https://www.nytimes.com/2025/06/03/us/politics/iran-nuclear-deal-proposal.html</a>

'U.S. Proposes Interim Step in Iran Nuclear Talks Allowing Some Enrichment'- New York Times

<a href="https://www.bloomberg.com/news/articles/2025-06-03/iran-says-us-proposal-for-nuclear-deal-is-ambiguous-and-unclear">https://www.bloomberg.com/news/articles/2025-06-03/iran-says-us-proposal-for-nuclear-deal-is-ambiguous-and-unclear</a>

'Iran Says US Proposal For Nuclear Deal is Ambiguous and Unclear'- Bloomberg

<a href="https://truthsocial.com/@realDonaldTrump/114616038217949758">https://truthsocial.com/@realDonaldTrump/114616038217949758</a>

President Trump Posts On Truth Social "The AUTOPEN should have stopped Iran a long time ago from "enriching." Under our potential Agreement — WE WILL NOT ALLOW ANY ENRICHMENT OF URANIUM!"

<a href="https://www.axios.com/2025/06/02/iran-nuclear-deal-proposal-enrich-uranium">https://www.axios.com/2025/06/02/iran-nuclear-deal-proposal-enrich-uranium</a>

'U.S. nuclear deal offer allows Iran to enrich uranium'- Axios

Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) on Tuesday announced that it has inked <a href="https://www.benzinga.com/pressreleases/25/05/b45614863/oklo-and-korea-hydro-nuclear-power-to-cooperate-on-advanced-nuclear-project" target="_blank" rel="noreferrer noopener">a memorandum of understanding (MOU)</a> with South Korean Nuclear Giant Korea Hydro &amp; Nuclear Power (KHNP).
The agreement sets the stage for joint efforts to advance and deploy Oklo&#8217;s nuclear technology worldwide.
As per the deal, KHNP and Oklo will collaborate to advance the standard design and verification of Oklo&#8217;s Aurora powerhouse.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45590362/oklo-stock-set-to-go-nuclear-as-a-major-player-in-the-ai-revolution-analyst" rel="noreferrer noopener">Oklo Stock To Go Nuclear? Analyst Calls It A &#8216;Major AI Revolution Player&#8217;</a>
The partnership will also focus on early-stage project development, including manufacturability assessments, major equipment planning, supply chain development for the balance of plant systems, and construction planning.
Notably, Oklo plans to deploy its 75 MWe Aurora reactor at the Idaho National Laboratory and is currently in the licensing process.
The company is working with the U.S. Nuclear Regulatory Commission through a Pre-Application Readiness Assessment and plans to submit a Combined License Application (COLA) later this year.
Oklo also plans to file additional applications to support a growing pipeline of over 14 GW in customer demand.
Jacob DeWitte, Co-Founder and CEO of Oklo stated, &#8220;Partnering with KHNP, one of the most accomplished nuclear builders in the world, who have been building nuclear power plants continuously since 1971, offers meaningful opportunities to align on key execution factors such as manufacturability, constructability, and supply chain development.&#8221;
This month, the company posted a first-quarter loss of 7 cents per share, an improvement from a 34-cent loss in the same quarter last year, and ended the quarter with $90.1 million <a target="_blank" href="https://www.benzinga.com/25/05/45472603/oklo-reports-smaller-q1-loss-names-new-cto" rel="noreferrer noopener">in cash and cash equivalents</a>.
Investors can gain exposure to the stock via VanEck Uranium and Nuclear ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLR#NYSE">NLR</a>) and Global X Uranium ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URA#NYSE">URA</a>).
Price Action: OKLO shares are trading lower by 1.68% to $48.05 at last check Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/general/market-summary/25/05/45541408/cathie-woods-ark-invest-says-nuclear-energy-could-overtake-solar-as-cheapest-power-source-heres-a-list-of-nuclear-energy-linked-etfs-to-consider" target="_blank" rel="noreferrer noopener">Cathie Wood&#8217;s Ark Invest Says Nuclear Energy Could Overtake Solar As Cheapest Power Source: Here&#8217;s A List Of Nuclear Energy Linked ETFs To Consider</a></li>
</ul>
Image by Poetra.RH via Shutterstock

Equities

Mid Cap

Movers

OKLO

Oklo Inks Deal With South Korean Nuclear Giant For Global Push

<a href="https://www.youtube.com/watch?v=O9rCTRL6vmQ">https://www.youtube.com/watch?v=O9rCTRL6vmQ</a>

Senior White House Official Says Order Requires 'substantial Overhaul' Of Nuclear Regulatory Commission That Includes Looking At Staffing; Says Order Requires Energy And Defense Departments To Collaborate On Building Nuclear Power Projects On Federal Land; Says Order Will Seek To 'reinvigorate' Mining And Enriching Uranium In The United States

President Trump Signs Executive Orders Seeking To Boost U.s. Nuclear Energy Production; Senior White House Official Says Executive Order Requires Nuclear Regulatory Commission To Rule On Nuclear And Reactor Licenses Within 18 Months; Says  Executive Order Will Seek To Narrow Regulations To Help Expedite License And Reactor License Review

President Trump Says Making Announcement On Nuclear Energy

Uranium- and <a href="https://www.benzinga.com/etfs">nuclear-themed ETFs</a> spiked sharply Friday after news emerged that the domestic nuclear industry is set to be overhauled with executive orders from President Donald Trump.
Policy-driven optimism sent nuclear-themed ETFs—spanning reactor developers to uranium miners—soaring on a wave of investor interest. With Trump signaling long-term support, this momentum may have staying power.
Global X Uranium ETF Leads The Charge
The Global X Uranium ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URA#NYSE">URA</a>), a key benchmark for uranium stocks, jumped 11% Friday, driven by gains in top uranium miners and component makers. URA led all thematic ETFs for the day.
The North Shore Global Uranium Mining ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URNM#NYSE">URNM</a>) and VanEck Uranium+Nuclear Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLR#NYSE">NLR</a>) also surged around 9%, as broad momentum lifted nuclear stocks. These funds continue to attract investors seeking diversified, liquid exposure to a sector highly sensitive to policy and geopolitical shifts.
Also Read: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/05/45591555/trump-targets-eu-apple-with-tariff-threats-etfs-could-feel-the-heat">Trump Targets EU, Apple With Tariff Threats: ETFs Could Feel The Heat</a>
What&#8217;s Driving The Rally
A growing narrative is fueling the rally: nuclear power may gain new policy support. Reuters reports Trump plans to invoke the Defense Production Act to declare a national emergency over U.S. dependence on foreign uranium and fast-track approvals for domestic reactors and infrastructure.
This comes as U.S. electricity demand rises for the first time in 20 years, driven by energy-hungry AI and data centers. With solar and wind constrained by storage and reliability issues, nuclear is gaining traction as a stable alternative.
ETFs Provide Focused Exposure Amid Volatility
While spot uranium miners like Uranium Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UEC#AMEX">UEC</a>), Energy Fuels Inc. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UUUU#AMEX">UUUU</a>), and Snow Lake Resources (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITM#NASDAQ">LITM</a>) <a href="https://www.benzinga.com/news/mid-cap/25/05/45587750/uranium-stocks-surge-trumps-nuclear-push-sparks-double-digit-gains">experienced double-digit increases</a>, up 23.7%, 16.0%, and 13.2% respectively, ETF investors enjoyed diversified exposure that lessens single-stock risk. URA, for example, has more than 40 holdings across mining, utility, and nuclear technology names.
In addition to miners, ETFs also picked up on the upside in more advanced nuclear companies such as Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) and Nano Nuclear Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>), which surged more than 27% each in response to news of Trump&#8217;s policy initiatives. Utility stocks such as Constellation Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>) and Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) also added to ETF returns.
Investor Implications 
For investors seeking exposure without the volatility of individual stocks, nuclear-themed ETFs offer an attractive alternative. Fund flows could accelerate if executive orders signal a lasting policy shift toward nuclear energy.
These ETFs also benefit from rising institutional demand for clean, reliable power, especially as AI-driven energy needs grow. Analysts note that a sustained rally in uranium prices, driven by supply constraints, could lift uranium-heavy ETFs as well.
Conclusion
Trump's nuclear energy push has reignited interest in a long-overlooked sector. As the political landscape shifts, ETF investors are positioning for a potential long-term energy pivot. Uranium and nuclear ETFs now reflect the intersection of policy, innovation, and surging tech-driven power demand.
Read Next: 
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<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45585283/trump-tariff-threat-hits-europe-stocks-sink-as-50-duties-loom">Trump Tariff Threat Hits Europe: Stocks Sink As 50% Duties Loom</a></li>
</ul>
Photo: Shutterstock

Sector ETFs

ETFs

LITM

URNM

UUUU

Trump Sparks Uranium Frenzy: Nuclear ETFs See Explosive Gains

<a href="https://www.reuters.com/world/middle-east/us-iran-hold-nuclear-talks-amid-clashing-red-lines-2025-05-23/">https://www.reuters.com/world/middle-east/us-iran-hold-nuclear-talks-amid-clashing-red-lines-2025-05-23/</a>

'US and Iran try to bridge chasm on nuclear enrichment'- Reuters

Uranium stocks surged Friday morning as investors digested reports that President Donald Trump will sign a series of executive orders aimed at revitalizing the nuclear energy sector. Here's<a href="https://www.benzinga.com/markets/25/05/45583796/nuclear-stocks-oklo-nano-nuclear-constellation-energy-surge-in-friday-pre-market-whats-going-on"> what to know.&nbsp;</a>
The Details: President Trump is expected to invoke the Defense Production Act to declare a national emergency over U.S. reliance on foreign uranium supplies and direct federal agencies to accelerate nuclear project development.&nbsp;
Trump's anticipated executive actions come as the rapid growth of artificial intelligence and data centers has driven a significant rise in the demand for power.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/legal/25/05/45568107/solar-energy-stocks-drop-as-house-approves-major-rollback-of-climate-incentives?utm_source=article">Solar Energy Stocks Drop As House Approves Major Rollback Of Climate Incentives</a>
Nuclear Fuel: Uranium fuels nuclear power by serving as the primary material for nuclear fission inside a reactor and larger quantities would be needed if nuclear power generators were to expand. 
A revitalization of nuclear power would be highly positive for the uranium sector, with investors betting on increased demand and higher uranium prices in the coming years.&nbsp;
Uranium miner stocks, including Energy Fuels Inc. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UUUU#AMEX">UUUU</a>), Snow Lake Resources Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITM#NASDAQ">LITM</a>), and Uranium Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UEC#AMEX">UEC</a>), blasted higher Friday morning as investors anticipated the White House&#8217;s announcement on nuclear power expansion.  
The Global X Uranium ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URA#NYSE">URA</a>), tracking a market-cap-weighted index of companies involved in uranium mining and the production of nuclear components, climbed more than 6%. 
Nuclear utility stocks and technology developers also benefited, with companies like Constellation Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>), Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>), Oklo, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) and Nano Nuclear Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>) all posting notable increases. 
Read Next:&nbsp;
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</ul>
Image: Shutterstock

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Tech

Trading Ideas

Uranium Stocks Surge: Trump's Nuclear Push Sparks Double-Digit Gains

<a href="https://www.reuters.com/business/energy/trump-sign-orders-boost-nuclear-power-soon-friday-sources-say-2025-05-22/" title="https://www.reuters.com/business/energy/trump-sign-orders-boost-nuclear-power-soon-friday-sources-say-2025-05-22/">https://www.reuters.com/business/energy/trump-sign-orders-boost-nuclear-power-soon-friday-sources-say-2025-05-22/</a>

Nuveen Arizona Dividend Advantage Municipal Funds 3

'Trump to sign orders to boost nuclear power as soon as Friday, sources say'- Reuters

<a href="https://www.c-span.org/event/public-affairs-event/vice-president-vance-remarks-at-munich-leaders-meeting-in-washington-dc/433043">https://www.c-span.org/event/public-affairs-event/vice-president-vance-remarks-at-munich-leaders-meeting-in-washington-dc/433043</a>

U.S. Vice President Vance Says We Think There Is A Deal That Would Reintegrate Iran Into Global Economy

<a href="https://asia.nikkei.com/Business/Energy/Mitsubishi-Heavy-talks-to-200-suppliers-to-rebuild-Japan-nuclear-reactors">https://asia.nikkei.com/Business/Energy/Mitsubishi-Heavy-talks-to-200-suppliers-to-rebuild-Japan-nuclear-reactors</a>

'Mitsubishi Heavy talks to 200 suppliers to rebuild Japan nuclear reactors'- Nikkei Asia

<a href="https://www.axios.com/pro/energy-policy/2025/05/06/scoop-white-house-seeks-to-hasten-nuclear-deployment">https://www.axios.com/pro/energy-policy/2025/05/06/scoop-white-house-seeks-to-hasten-nuclear-deployment</a>

'White House seeks to hasten nuclear deployment'- Axios

<a href="https://english.news.cn/20250429/fdb6c485c3b54cb3aa483f9e903b4ba6/c.html">https://english.news.cn/20250429/fdb6c485c3b54cb3aa483f9e903b4ba6/c.html</a>

'Iran says uranium enrichment, sanctions relief non-negotiable demands in talks with U.S.'-XINHUA

After a breakthrough in early 2024, when uranium prices surged above $100 per pound, the market experienced consolidation in late 2024, with prices stabilizing around $75–$80 per pound.
However, nuclear energy's role as a zero-carbon alternative drives the need for more uranium, pushing governments and businesses to prioritize <a target="_blank" href="https://www.benzinga.com/topic/uranium" rel="noreferrer noopener">nuclear energy sources</a>.
As uranium prices rallied to levels not seen since 2011, companies sought to secure resources and expand production capabilities. Paladin Energy's (OTC:<a class="ticker" href="https://www.benzinga.com/stock/PALAF#OTC">PALAF</a>) $846 million <a target="_blank" href="https://www.benzinga.com/government/24/10/41151688/paladins-846m-fission-uranium-deal-draws-scrutiny-as-canadian-regulators-flag-foreign-investments" rel="noreferrer noopener">acquisition of </a><a target="_blank" href="https://www.benzinga.com/government/24/10/41151688/paladins-846m-fission-uranium-deal-draws-scrutiny-as-canadian-regulators-flag-foreign-investments" rel="noreferrer noopener">Fission Uranium</a> strengthened its position in Saskatchewan, Canada's top uranium-producing province. Paladin also successfully restarted its Langer Heinrich mine in Namibia, achieving commercial production.
Other significant deals included IsoEnergy's (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ISENF#OTC">ISENF</a>) acquisition of Anfield Energy, which expanded its uranium reserves to 17 million pounds of measured and indicated resources, positioning the company as a key player in the U.S. market. Additionally, Uranium Energy Corp. resumed operations at its Willow Creek project in Wyoming.
Geopolitical tensions have significantly influenced the uranium market, particularly with the U.S. banning Russian uranium imports. However, reports suggest that China might have been facilitating the sale of Russian uranium to bypass sanctions.
"China is selling enriched uranium to the U.S. that's actually Russian-enriched uranium — but (China) owns it," Chris Temple, a principal analyst at The National Investor, <a target="_blank" href="https://www.youtube.com/watch?v=IG3rh60KKf0" rel="noreferrer noopener">said</a>. "It's the same as when China goes and sets up a car factory in Mexico, and Mexico sells the cars to the U.S."
Among alternatives, the African continent, which holds 20% of global uranium reserves, according to the World Nuclear Association, is also gaining attention. However, resource nationalism in countries like Niger and Mali raises risks for uranium projects in the region, prompting companies to focus on stable jurisdictions like Canada and <a target="_blank" href="https://www.benzinga.com/news/global/24/12/42482377/australian-opposition-goes-nuclear-211-billion-plan-could-open-doors-for-uranium-miners" rel="noreferrer noopener">Australia</a>.
Companies like Cameco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) are already ramping up production, with plans to increase output at its McArthur River mine to 25 million pounds annually. Similarly, France has injected $310 million into a state-owned miner, Orano, to revitalize its uranium industry, while Brazil is partnering with mining firms to revive domestic production.
Although a recent DeepSeek disruption caused a dip below $70 per pound, analysts remain unfazed and tout a long-term positive outlook.
"Despite a negative shift in AI sentiment, our reactor demand outlook remains unchanged out through 2030, underpinned by significant growth from ongoing reactor builds in China," George Heppel, BMO Capital Markets senior analyst, wrote <a target="_blank" href="https://dig.watch/updates/deepseek-also-triggered-drop-of-uranium" rel="noreferrer noopener">per</a> DW's report.
Price Watch: Sprott Uranium Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URNM#NYSE">URNM</a>) has gained 3.40% year-to-date, while the Global X Uranium ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URA#NYSE">URA</a>) is up 5.70%.&nbsp;
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PALAF

Uranium Sector Heating Up In 2025 Despite A DeepSeek Cooldown

SMR Alliance example of nuclear power development in EU
Government officials say funding available for nuclear energy
<a href="https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/122624-eu-moving-to-develop-infrastructure-for-nuclear-energy-expansion-officials" title="https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/122624-eu-moving-to-develop-infrastructure-for-nuclear-energy-expansion-officials">https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/122624-eu-moving-to-develop-infrastructure-for-nuclear-energy-expansion-officials</a>

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