Uranium ETFs Recover as U.S. & Japan Discuss Nuclear Energy Investments

2026-03-04 17:47:28

Uranium exchange-traded funds (ETFs) bounced back on Wednesday after the sector experienced a massive blow from news of Iran’s nuclear facility being hit in missile strikes. That news slammed uranium ETFs on Tuesday, and the sector has started to recover from it today.

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There’s also positive news that traders will want to keep an eye on in the nuclear energy department. Here’s a quick breakdown of what’s going on lately.

Japan and the U.S. are reportedly working to add nuclear power projects to a $550 million investment deal between the countries. This news comes as energy concerns spread due to the war in the Middle East.
Sticking with news from Japan, the island nation is reportedly considering storing its nuclear waste on a remote, deserted Pacific island that is roughly 1,250 miles away from Tokyo. This comes as the country seeks to return to relying on nuclear energy.
The Posidonia shipping fair is closing in, and nuclear energy will be a leading topic during the event. Specifically, there’s interest in adopting nuclear technology for commercial shipping. One major advantage of this would be longer periods of operation before refueling is needed.

Uranium ETF Movements Today

Let’s dive into how Uranium ETFs have moved today.

Global X Uranium ETF URA +0.73% ▲ was up 0.48% today.
NorthShore Global Uranium Mining ETF URNM +1.20% ▲ rallied 0.65% as of this writing.
Sprott Junior Uranium Miners ETF URNJ +0.54% ▲ gained 0.72% this morning.
VanEck Uranium + Nuclear Energy ETF NLR +0.73% ▲ jumped 0.75% on Wednesday.

Uranium ETF Comparisons: Which ETF Should Investors Buy?

Turning to the TipRanks ETF comparison tool, traders can see which of these uranium ETFs is the best bet. While all of them have experienced massive gains year-over-year, Global X Uranium ETF has risen the most with a 140.32% gain over the past 12 months. It also has an AUM of $7.62 billion, an expense ratio of 0.69%, and a dividend yield of 3.69%.

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