Monty Rakusen
The rise in energy demand and the need for stable and independent energy sources are shifting the focus of the energy sector to nuclear solutions. At this moment, I believe that the VanEck Uranium and Nuclear ETF (
NLR: The Math Matters - Energy Demand And The Need For Scalability Point To Nuclear
Summary
- Global energy demand is projected to grow by 4% CAGR, with a slowdown in solar and wind energy installations, highlighting the need for stable energy sources.
- VanEck Uranium and Nuclear ETF (NLR) has broader exposure to the nuclear energy field compared to its principal peer, Global X Uranium ETF (URA).
- I believe the nuclear sector could be an interesting response to energy needs, which are projected to be nearly double those of recent years.
- The first months of the Trump administration will be crucial and a risk that needs to be carefully assessed. What everyone expects might not happen.
I am passionate about investments and financial analysis with over 10 years of experience in global markets. Specializing in macroeconomics, I base my investments on long-term growth strategies. I have worked for years in research, analysis, and consulting in the financial sector, and for this reason, I closely follow market trends. My investment approach is based on rigorous research aimed at finding investment opportunities through a contrarian strategy. I strongly believe that, in the long term, certain sectors are destined to grow, and I seek to take positions in the market during times of difficulty at statistically advantageous prices. Diversification will do the rest.
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