Turning Trump’s Call for a Uranium Stockpile in to an ETF Play

The video discusses the creation of a uranium reserve stockpile in the US, highlighting its importance for national security and energy independence. It examines the impact on uranium miners and related ETFs, detailing three specific ETFs: Vanek NLR, URA, and UR&M. The video also addresses the perception issues surrounding nuclear energy, noting its significant role in the US power supply despite challenges from renewable energy sources like wind and solar.

Why is uranium considered critical to the US?

• It is a major export product.

• It is a renewable energy source.

• It is used in agriculture.

• It is essential for power infrastructure and defense.

Which ETF is the oldest and offers a broad play on the uranium industry?

• SPDR

• URA

• UR&M

• Vanek NLR

What is the thematic capture score of UR&M?

• 88

• 94

• 100

• 75

What percentage of the US power supply is made up by nuclear energy?

• 5-10%

• 25-30%

• 19-20%

• 10-15%

What is one of the main challenges faced by uranium investments?

• Lack of government support

• Limited market demand

• Competition from wind and solar energy

• High production costs