URNJ: The Speculative Play In Uranium's Mega-Trend

The Sprott Junior Uranium Miners ETF offers concentrated exposure to small-cap uranium miners, amplifying both upside and downside in the uranium cycle. URNJ is highly sensitive to uranium price movements, rewarding patient investors during sector corrections and recoveries, but comes with significant volatility. The long-term uranium outlook remains bullish, driven by global nuclear expansion, data center power needs, and persistent supply deficits, favoring junior miners.

Seeking Alpha • Nov 24, 2025

Uranium Demand May Create a Critical Buy Opportunity

For those who have been on the fence about the direction uranium is heading, September likely offered more clarity.  Earlier in October, Jacob White, CFA, ETF Product Manager for Sprott Asset Management took a close look at how uranium performed last month.

ETF Trends • Oct 16, 2025

5 ETF Areas That Held Steady In Friday's Bloodbath

On Oct 10, 2025, Wall Street saw about $2 trillion in market value wiped out. However, ETFs like SIVR, TAIL, URA, PZA, and VNM held steady.

Zacks Investment Research • Oct 13, 2025

5 Nuclear ETFs To Power Your Portfolio

Nuclear and uranium stocks have surged as power demand grows, boosted by government policies, global electrification, and AI spending. The IAEA projects global nuclear capacity to grow by more than 160% by 2050 as it becomes indispensable to achieving clean energy ambitions. $3 trillion of investment would be needed to solve global power shortages in the next 25 years, according to Bank of America.

Seeking Alpha • Oct 2, 2025

ETFs to Play the Potential $10 Trillion Nuclear Surge

Nuclear power is surging as AI-driven data centers fuel demand, with ETFs riding momentum and SMRs reshaping the sector's future.

Zacks Investment Research • Sep 19, 2025

Uranium ETF (URNJ) Hits New 52-Week High

URNJ has surged 136.55% from its low, hitting a 52-week high as uranium demand outlook brightens with AI-driven energy needs.

Zacks Investment Research • Sep 16, 2025

Production Cuts At Major Uranium Mines Help URNJ

Kazatomprom and Cameco's production cuts remove over 6% of global uranium supply, tightening an already constrained market. Utilities are likely to seek new contracts with junior miners, creating a high-torque opportunity for developers and restarts. The Sprott Junior Uranium Miners ETF (URNJ) offers diversified exposure to juniors, avoiding single-asset and major producer risks.

Seeking Alpha • Sep 6, 2025

Push Toward Nuclear Efficiency Creates ETF Mining Opportunities

As acceptance for nuclear energy usage becomes more widespread globally, the infrastructure in which it operates is also evolving. The United States, for example, is looking towards smaller, more efficient reactors that require higher uranium enrichment.

ETF Trends • Sep 4, 2025

Uranium Miners Look to Extend Their Rally

Whether it's the heavy power draw required for artificial intelligence (AI) data centers or a structural supply deficit, both are feeding into a strong rally for uranium miners. Those demand drivers are likely to remain, which means their rally could extend further.

ETF Trends • Aug 29, 2025

ETFs to Play on AI's Growing Momentum

NVDA's surge past a $4T market cap spotlights AI's explosive growth and the ETFs riding this tech-fueled momentum.

Zacks Investment Research • Jul 14, 2025