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Global nuclear demand is soaring, but a impending uranium supply shortage could trigger severe market pressure and price spikes.
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Alerian MLP ETF (AMLP) offers a significantly higher 7.7% dividend yield focused on energy infrastructure and master limited partnerships, but carries a higher 1.01% expense ratio. VanEck Uranium and Nuclear ETF (NLR) provides broader diversification across energy, utilities, and industrials with lower fees (0.52%) but has declined 28% over the past year. AMLP suits income investors seeking stable returns, while NLR appeals to growth-oriented investors betting on nuclear power demand from AI data centers.
Eagle Nuclear Energy reported Q3 2026 progress on its Aurora Uranium Project and SMR technology platform. The company maintains $25.5 million in cash with no debt, has secured operational contractors for its Pre-Feasibility Study expected in H2 2027, and continues advancing its integrated nuclear energy platform. Eagle was added to major uranium and nuclear-focused ETFs and appointed government affairs leadership.
Spot uranium holds strong while mining shares sink. Discover what's driving the market disconnect and where the opportunities lie.