Global X Uranium ETF — proxy for uranium spot price (U₃O₈). Spot hit $99/lb in Jan 2026 (17-month high). SWU enrichment capacity is now the binding constraint in Western nuclear fuel supply.
Rising uranium signals utility demand for nuclear fuel, which precedes reactor commitments by 12–24 months. SWU above $175/SWU historically signals accelerating reactor commitments.
| Factor family | Energy |
| Relative weight | Core |
| Update cadence | Daily |
| Modeled lead | ~8 weeks (a modeling assumption, not a validated finding) |
| Data source | YFINANCE |
The lead time above is a design assumption, not an out-of-sample-validated relationship for a specific security or index. This is one Energy input among 47; it measures macro context, not a full investment thesis.
CCJ · LEU · UEC · UUUU · NLR · CEG · VST · SMR
| Date | Score | Status |
|---|---|---|
| 2026-09-06 | 67/100 | ▲ Bullish |
| 2026-09-05 | 67/100 | ▲ Bullish |
| 2026-09-04 | 65/100 | ▲ Bullish |
| 2026-09-03 | 57/100 | ● Neutral |
| 2026-09-02 | 54/100 | ● Neutral |
| 2026-09-01 | 62/100 | ● Neutral |
| 2026-08-31 | 62/100 | ● Neutral |
Unstructured Alpha weighs Uranium Market (URA ETF Proxy) alongside 46 other macro signals to build a Confluence Score for each stock. See how this signal is currently shaping the macro backdrop for the tickers you follow.
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Scores are derived from macro signals (FRED, EIA, SEC filings, FINRA short interest)
and updated as new data arrives. This is not financial advice. Past signal accuracy
does not guarantee future results.
unstructuredalpha.com · Not financial advice