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Advisors and investors following the commodity markets are likely aware that spot uranium has seen noticeable price growth over the past year. According to Jacob White, CFA, director of ETF product management at Sprott Asset Management, spot uranium prices rose 21.25% in the last 12 months ending July 31, 2026.

Sprott Uranium Miners ETF (URNM) offers concentrated, direct exposure to uranium miners and physical uranium, tracking the VettaFi Global Uranium Mining Index. I am bullish on URNM, rating it a Buy, driven by a persistent uranium contracting deficit, strong long-term pricing, and advancing major projects like Rook I and Phoenix. URNM's top 10 holdings comprise 78.4% of assets, amplifying both upside potential from…

Uranium has been on quite a journey over the past few years. While the metal has always been valued for its role in nuclear energy, interest from governments, as well as the broader investment base, has noticeably improved in recent years.

Uranium funds just shed nearly a third of their value at the exact moment AI power demand is shattering records, and the reason that contradiction matters comes down to which of three very different ETFs an investor happens to own.

Washington just directed $17.5 billion toward the nuclear supply chain, yet the ETFs most investors hold to capture that trade are quietly delivering something else entirely.