Non trovato

MrStonkss · 2024-08-14T21:06:17.407866Z

Hallo zusammen, ich überlege oft, in den $NUKL ETF zu investieren. Ich habe gehört, dass die USA einen Importstopp für russisches Uran verhängt haben. Deshalb gehe ich davon aus, dass nordamerikanische Uranunternehmen davon profitieren könnten. Ist das nur eine vage Annahme, oder gibt es eurer Meinung nach handfeste Gründe dafür? Fakten: Importstopp für russisches Uran: Die USA haben Maßnahmen ergriffen, um die Abhängigkeit von russischem Uran zu verringern. Im Rahmen der Sanktionen gegen Russland aufgrund des Ukraine-Konflikts wird der Import von russischem Uran eingeschränkt. Nordamerikanische Uranunternehmen: In Nordamerika gibt es mehrere bedeutende Uranproduzenten, darunter Cameco in Kanada und Energy Fuels in den USA. Diese Unternehmen könnten von der reduzierten Konkurrenz durch russische Lieferanten profitieren. Steigende Uranpreise: Durch die reduzierte Verfügbarkeit von russischem Uran könnte die Nachfrage nach nordamerikanischem Uran steigen, was zu höheren Uranpreisen führen könnte. Höhere Preise könnten die Gewinne der Uranproduzenten steigern. Politische Unterstützung: Die US-Regierung hat angekündigt, die heimische Uranproduktion zu fördern, um die nationale Energieversorgung zu sichern und unabhängiger von ausländischen Lieferanten zu werden. Langfristige Nachfrage: Mit der globalen Bewegung hin zu sauberer Energie und dem steigenden Bedarf an Kernenergie als emissionsarme Energiequelle wird erwartet, dass die Nachfrage nach Uran langfristig weiter zunimmt. Zusammengefasst gibt es einige handfeste Gründe zu der Annahme, dass nordamerikanische Uranunternehmen von den aktuellen geopolitischen Entwicklungen profitieren könnten. Eine Investition in den $NUKL ETF könnte daher in der aktuellen Situation sinnvoll sein. Was meint ihr dazu?

MrStonkss

@MrStonkss

5Mes·

Hello everyone,

I often think about investing in the $NUKL (+3,99%) ETF. I have heard that the US has imposed an import ban on Russian uranium. Therefore, I assume that North American uranium companies could benefit from this. Is this just a vague assumption, or do you think there are solid reasons for this?

Facts:

Import ban on Russian uranium:

The USA has taken measures to reduce its dependence on Russian uranium. As part of the sanctions against Russia due to the Ukraine conflict, imports of Russian uranium are being restricted.

North American uranium companies:

There are several major uranium producers in North America, including Cameco in Canada and Energy Fuels in the USA. These companies could benefit from reduced competition from Russian suppliers.

Rising uranium prices:

The reduced availability of Russian uranium could increase demand for North American uranium, which could lead to higher uranium prices. Higher prices could increase the profits of uranium producers.

Political support:

The US government has announced its intention to promote domestic uranium production in order to secure the national energy supply and become less dependent on foreign suppliers.

Long-term demand:

With the global movement towards clean energy and the increasing need for nuclear power as a low-emission energy source, demand for uranium is expected to continue to increase in the long term.

In summary, there are some solid reasons to believe that North American uranium companies could benefit from current geopolitical developments. An investment in the $NUKL (+3,99%) ETF could therefore make sense in the current situation.

What do you think?

14 Commenti

~ Michael 💎 🏅@Michael-official

5Mes

@Der_Dividenden_Monteur

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Maximilian@Max095

2Mes

I can imagine that the ETF will benefit greatly from rising demand in the coming months and years. I am also considering investing.

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MrStonkss@MrStonkss

2Mes

@Max095 Have you already made a decision?

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Maximilian@Max095

2Mes

@MrStonkss not yet and you ?

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MrStonkss@MrStonkss

2Mes

@Max095 I had decided in favor of Cameco in the short term and recently sold it again. Now, like you, I am still considering whether to invest in the ETF.

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Maximilian@Max095

2Mes

@MrStonkss will invest in the ETF

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Enrique@Dividenden_Monteur

5Mes

Kazakhstan is the largest exporter of uranium.
So either $KZAP
Or the North American variant $CCO
The ETF is already relatively expensive with a TER of 0.55%.

Edit: I don't think uranium mining in the USA is sustainable, especially for environmental reasons, which are slowly gaining in importance in the USA too.
Nobody wants to have a mine like that in their neighborhood, so I would rather bet on Kazakhstan.

Or $YCA, which buys uranium, stores it and sells it on at a profit

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MrStonkss@MrStonkss

5Mes

@Der_Dividenden_Monteur

Two questions:

Does it make sense to invest in just one uranium company?

Why did you name exactly these two companies?

Do you think that America will want to buy from such countries again after the Russian events? Wouldn't it make sense to move production to the western regions? What reasons could there be for keeping production abroad or bringing it home? What do you think about this?

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MrStonkss@MrStonkss

5Mes

@Der_Dividenden_Monteur So do you think Kazakhstan will benefit more than Canada?

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Enrique@Dividenden_Monteur

5Mes

@MrStonkss if etf then rather the $URNM which unfortunately is not tradable here.
That's why I chose $CCO as the price performance follows the uranium price or the price performance of the ETF.

No, I don't see a problem with Kazakhstan. As the USA continues to buy from such countries, Germany continues to buy Russian gas, but via India.

I don't see Kazakhstan as an endangered trading partner, as uranium exports make up a large part of the BiP. They are certainly not going to mess it up.

And on the subject of bringing uranium back to the West, no country wants to do that if it has alternatives. See the mining of coal or iron ore.

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MrStonkss@MrStonkss

5Mes

@Der_Dividenden_Monteur Thank you very much.

Do you think uranium will play a big role at all in the next few years? I think nuclear power will be important for hydrogen production. What do you think? You seem to know a lot about it.

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Enrique@Dividenden_Monteur

5Mes

@MrStonkss Kazakhstan accounts for 43% of global uranium production. So yes.
https://www.bgr.bund.de/DE/Themen/Energie/Kernbrennstoffe/kernbrennstoffe_node.html#:~:text=Rund%2085%20%25%20der%20Weltf%C3%B6rderung%20wurde,21.200%20t%20Uran%20erneut%20Kasachstan.&text=Mit%20Stand%20Juni%202023%20befanden,darunter%20allein%2021%20in%20China.

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Enrique@Dividenden_Monteur

5Mes

@MrStonkss I'm a bit unsure about hydrogen😅 I think that many countries, unlike Germany, will continue to rely on nuclear power plants and so there will still be a market

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MrStonkss@MrStonkss

5Mes

@Der_Dividenden_Monteur I can only buy the Kazatomprom share via my broker (Trade Republic) as a GDR, does this have any disadvantages?

Should I rather buy Cameco?

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