Bipartisan Support for Nuclear Energy Fuels VanEck Uranium ETF Growth

Nuclear energy is experiencing a resurgence with bipartisan support globally, according to VanEck CEO Jan VanEck. The VanEck Uranium and Nuclear ETF has seen a 40% increase this year, with assets reaching $2.8 billion. The ETF offers diversification by investing in utilities, miners, and new tech companies like small modular reactors. Top holdings include SMR NuScale, PG&E, and Nano Nuclear Energy. The Trump administration's executive order aims to quadruple domestic nuclear power production over the next 25 years, providing a solid foundation for growth in the industry.

Nuclear energy is experiencing a significant resurgence, driven by bipartisan support globally. Jan VanEck, CEO of VanEck, recently highlighted this shift, noting that "There has been a huge policy shift globally and there is now bipartisan support for nuclear, and we need it" [1]. This renewed interest has led to a 40% increase in the VanEck Uranium and Nuclear exchange-traded fund (ETF) this year, with assets reaching $2.8 billion.

The VanEck Uranium and Nuclear ETF stands out for its diversification strategy, investing in a mix of utilities, miners, and new tech companies, particularly small modular reactors (SMRs). The ETF's top holdings include SMR NuScale, PG&E, and Nano Nuclear Energy [1]. This diversification allows investors to benefit from the growth potential in the nuclear industry while mitigating risks associated with specific sectors.

The Trump administration's executive order, aimed at quadrupling domestic nuclear power production over the next 25 years, has provided a solid foundation for growth in the industry. The order has been instrumental in bringing projects like the Three Mile Island reactor online ahead of schedule [1].

Internationally, nuclear energy is also gaining traction. Rosatom and EDF are positioning large nuclear power plants as the cornerstone of their engagement with India, aiming to expand its nuclear power generation capacity to at least 100 gigawatts by 2047 [2]. This strategic approach aligns with India's goal of reducing its reliance on coal and increasing its nuclear power capacity.

The resurgence of nuclear energy is not limited to policy support. The nuclear-related equities have maintained strong performance, led by industrial and technology names, reflecting the sector's global policy momentum [3]. For instance, the Michigan-based Palisades Nuclear Plant received approval to return to operating status, paving the way for the first successful restart of a U.S. nuclear plant after decommissioning [3].

The VanEck Uranium and Nuclear ETF's growth, combined with the bipartisan support and international expansion, indicates a robust future for the nuclear energy sector. Investors should closely monitor these developments and consider the potential benefits of diversifying their portfolios with nuclear energy-related investments.

References:
[1] https://www.foxbusiness.com/markets/nuclear-power-having-moment-vaneck-ceo
[2] https://www.reuters.com/business/energy/rosatom-edf-pitch-large-nuclear-reactors-key-india-energy-future-2025-09-02/
[3] https://seekingalpha.com/article/4818036-commodities-tracker-august-2025