Poland's New Reactors: A Nuclear Investing Case Study

Poland's first nuclear power plant is not expected to deliver electricity until 2036, but supply chain work has already begun. Earlier this month, state-owned Polskie Elektrownie Jądrowe (PEJ) commissioned Westinghouse to begin procuring long-lead components for the first of the nuclear plant's three AP1000 reactors.

ETF Trends • Oct 26, 2026

Nuclear Fuel Capacity Expands via Centrus Energy Westerman Acquisition

Centrus Energy (LEU) recently acquired Westerman Holdings, securing a crucial manufacturing supplier as nuclear fuel demand accelerates. Westerman produces specialized equipment across several sectors, including nuclear-grade items like UF6 cylinders, engineered industrial systems, and production technologies for upstream and midstream oil and gas.

ETF Trends • Oct 23, 2026

The Nuclear Renaissance on the U.S. Grid

The quickest way to add nuclear power to the U.S. grid is to get more out of the reactors already running. Over the past month, Google (GOOG) and Amazon (AMZN) signed agreements backing nearly 1.2 GW of uprates at existing plants.

ETF Trends • Oct 19, 2026

Market Dislocation Creates Buying Opportunity in Nuclear ETFs

Recent weakness across nuclear energy ETFs represents a market dislocation in the industry. While public equities have pulled back year to date, strong regulatory tailwinds and massive private sector funding suggest that short-term price pressure has created a compelling entry point for long-term investors.

ETF Trends • Oct 16, 2026

Nuclear ETFs in Spotlight as Google and Constellation Sign 3.6 GW Deal

Google and Constellation's 3.59-GW nuclear deal signals a long-term industry shift, putting nuclear ETFs in focus as AI drives demand for reliable power.

Zacks Investment Research • Oct 12, 2026

Nuclear Sector Outlook: Tim Rotolo on Headwinds, AI Demand & Catalysts

VettaFi recently sat down with Range Fund Holdings Founder Tim Rotolo to analyze the nuclear sector outlook, discussing recent headwinds, why he views 2026 as a “year of digestion rather than deterioration,” and where the strongest demand drivers lie across the nuclear value chain.

ETF Trends • Oct 9, 2026

Tax-Loss Harvesting? Start With Nuclear Energy ETFs

As advisors consider tax-loss harvesting, nuclear energy ETFs are a good place to start. With nuclear energy ETFs down in recent months after a strong start to the year, investors can sell current positions to harvest losses and enhance exposure to the space.

ETF Trends • Oct 1, 2026

Global Nuclear Power Hits Record High: What It Means for NUKZ

Global nuclear generation achieved a major milestone this month. Total global nuclear power output reached 2,702 terawatt-hours (TWh), notching a new record for the second consecutive year, according to a statement from the World Nuclear Association.

ETF Trends • Sep 30, 2026

NUKZ: I'm Buying The Nuclear Selloff

Range Nuclear Renaissance Index ETF has corrected sharply, now near 52-week lows but remains up ~38% since my initial recommendation. NUKZ offers diversified exposure across the nuclear value chain, including miners, plant operators, reactor manufacturers, and industrials, reducing concentrated risk. Currently, 18% of NUKZ's holdings are loss-makers on a trailing basis, with 11% expected to turn profitable next year, reflecting speculative upside.

Seeking Alpha • Sep 29, 2026

New Industry Survey Reinforces Nuclear's Growth Outlook

The owners and operators of commercial reactors in the U.S. are planning for a larger and longer-lasting fleet. A recent survey of utility companies from the Nuclear Energy Institute (NEI) highlights rising interest in new reactors and expectations for operating lives beyond 80 years.

ETF Trends • Sep 28, 2026