It should go without saying that the escalating conflict in the Middle East is having reverberating consequences across the globe.
Of course, this includes different sectors of the global markets, and the energy sector in particular. Recently oil prices have been reminding investors about the importance of energy security.
Nuclear energy was already beginning to enter discussions more as of late, due to AI data centers and infrastructure requiring more power to operate. Now, with the price of oil teetering, nuclear power may see more headwinds due to its value as a secure energy source.
“As geopolitical risk rises, reliable, secure baseload power has moved to the top of the energy policy agenda,” noted the Sprott Asset Management team in a recent report. “Nuclear energy, which is high density, dispatchable and domestically securable, sits at the apex of the energy-security and national-security hierarchy. Utilities are rebuilding long-term uranium contract coverage, governments are extending reactor lifespans, and new capacity is being planned across multiple regions.”
Tackle Nuclear Power Momentum with Uranium Miner ETFs
Advisors and investors could look to tap into the opportunities within the nuclear energy sector with a nuclear power ETF. However, uranium miner ETFs offer a compelling use case. Uranium is a crucial material for empowering nuclear energy, and its price will likely rise as nuclear power demand continues to grow. Additionally, investing in uranium miners can provide commodities exposure. This can further assist with portfolio diversification.
The Sprott Uranium Miners ETF (URNM) can help those looking to significantly amplify their exposure to uranium. URNM invests in both uranium mining companies and physical uranium itself, offering multiple avenues for capitalizing on potential momentum for the metal.
Though 2026 may still be in its early months, URNM’s progress report showcases the rising demand for both nuclear energy and commodities. As of February 28, 2026, the fund’s NAV has risen 30.83% year-to-date.
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Disclosures
An investor should consider the investment objectives, risks, charges, and expenses carefully before investing. To obtain a Prospectus, which contains this and other information, contact your financial professional or call 888.622.1813. Read the Prospectus carefully before investing, which can also be found by clicking one of the links below.
Past performance is no guarantee of future results. One cannot invest directly in an index.
Funds that emphasize investments in small/mid-cap companies will generally experience greater price volatility. Diversification does not eliminate the risk of investment losses. ETFs are considered to have continuous liquidity because they allow an individual to trade throughout the day. A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when Fund shares are held in a taxable account. These costs, which are not reflected in annual fund operating expenses, affect the Fund’s performance.
Sprott Asset Management USA, Inc. is the Investment Adviser to the ETFs. ALPS Distributors, Inc. is the Distributor for the ETFs and is a registered broker-dealer and FINRA Member. ALPS Distributors, Inc. is not affiliated with Sprott Asset Management USA, Inc. or VettaFi.
Exchange Traded Funds (ETFs): SETM, LITP, URNM, URN, COPP, COPJ, NIKL, SGDM, SGDJ, SLVR, GBUG, METL
Physical Bullion Funds:PHYS, PSLV, CEF, and SPPP.
Gold and precious metals are referred to with terms of art like store of value, safe haven and safe asset. These terms should not be construed to guarantee any form of investment safety. While “safe” assets like gold, Treasuries, money market funds and cash generally do not carry a high risk of loss relative to other asset classes, any asset may lose value, which may involve the complete loss of invested principal.
