In May 2025, the U.S. President signed executive orders to expand nuclear power capacity fourfold by 2050, prioritizing advanced reactors, private investment, and domestic uranium supply, alongside a new Technology Prosperity Deal with the UK to bolster cooperation in nuclear energy and emerging technologies.
This coordinated policy push has sparked strong investor interest and considerable capital inflows into U.S.-listed nuclear and uranium-focused funds.
We’ll explore how the U.S. commitment to advanced nuclear power expansion shapes the investment outlook for Global X Uranium ETF.
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To be a shareholder in the Global X Uranium ETF, you really need to believe in the structural growth story for nuclear power and uranium demand over the long haul. The U.S. President’s recent push to quadruple nuclear power capacity by 2050, with a focus on advanced reactors and domestic uranium supply, injects a fresh and potentially significant catalyst into the sector. This policy commitment has already sparked strong capital flows into uranium and nuclear funds, which is visible in the fund’s rapid price appreciation over recent months. Before this policy shift, the biggest risks were regulatory uncertainty, policy stagnation, and the lack of reliable guidance for revenue or earnings growth, since the ETF doesn’t generate its own revenue. Now, with government backing and international cooperation in play, some of the policy and demand-side risks could be receding, though the lack of clarity on future profitability and the sector’s sensitivity to shifting government priorities remain key issues to track. But even with big headlines, investors should still be mindful of lingering policy and forecasting risks.
Our comprehensive valuation report raises the possibility that Global X Funds – Global X Uranium ETF is priced higher than what may be justified by its financials.
URA Community Fair Values as at Sep 2025
Seven members from the Simply Wall St Community rated the ETF’s fair value between US$50 and US$500, showing broad differences in outlook. This range exists against the backdrop of rising policy support, but also continued uncertainties around future sector profitability, underscoring the many ways investors interpret the uranium theme.
Explore 7 other fair value estimates on Global X Funds – Global X Uranium ETF – why the stock might be worth over 10x more than the current price!