Surging power demand, favorable supply dynamics, and global policy support, all appear to have aligned in favor of nuclear power. The rapid advance of global power needs, sparked by structural trends like electrification and AI tech infrastructure, have breathed new life into one of nature’s heaviest elements.1 Global nuclear power output broke new records in 2025 and is expected to continue rising through 2050, as public & private entities around the world seek to address rapidly growing energy needs. This opportunity requires investment across all segments of the nuclear value chain, from the miners extracting the metal at its source down, to the tech companies designing advanced reactors, to the global industrials manufacturing reactor components. The Global X Uranium ETF (URA) offers access to the global nuclear energy theme, all in a single trade. View the full report here.
