Hanwha Asset Management Launches New PLUS Global Nuclear Value Chain ETF

Hanwha Asset Management announced on the 14th that it will newly list the 'PLUS Global Nuclear Value Chain' exchange-traded fund (ETF), which invests across the entire nuclear value chain from uranium spot to mining, nuclear power plant construction, and maintenance.

Major countries such as the United States, Russia, and China are fiercely competing for global energy dominance. Additionally, with the advent of the artificial intelligence (AI) era highlighting power supply issues, 'enriched uranium,' the core raw material of nuclear power, is rapidly emerging as a critical element of energy security. The fact that President Trump, starting his second term on the 20th, has strongly declared the revival of the nuclear industry is not unrelated to this.

The 'PLUS Global Nuclear Value Chain' is a product that can expect benefits from the U.S. domestic uranium and nuclear value chain development roadmap amid this global nuclear dominance war, as well as the pro-nuclear policies of the returning Trump administration aimed at energy independence. Approximately 60% of the world's enriched uranium supply is led by Russia and China. The United States has a high dependence on Russian enriched uranium, reaching about 27%. As a result, securing a stable uranium supply chain has emerged as a major task for the U.S. energy industry.

With the rapid advancement of AI technology and the surge in demand for nuclear energy, uranium's importance as a strategic resource is increasingly emphasized. Against this backdrop, the U.S. is reducing overseas dependence through policies such as restricting imports of Russian uranium while strengthening its domestic uranium value chain to increase energy self-sufficiency. In this trend, the 'PLUS Global Nuclear Value Chain' ETF offers investors promising profit opportunities through a portfolio composed of major uranium and nuclear companies from allied countries such as the U.S., Canada, and the United Kingdom.

The 'PLUS Global Nuclear Value Chain' is a product that allows comprehensive investment across the global nuclear industry, which is at the core of the global energy dominance competition and a key power source in the AI era. This ETF forms a portfolio covering both upstream and downstream industries of the nuclear value chain, including uranium mining and ore processing (Cameco, Uranium Energy), uranium conversion and enrichment (Centrus Energy), nuclear power plant design and construction (BWX Technologies, NuScale Power), small modular reactors (SMR) (Fluor, NuScale Power), and physical uranium (Sprott Physical Uranium Trust, a physical uranium investment fund), enabling investment even in physical uranium.

Geum Jeong-seop, Head of the ETF Business Division at Hanwha Asset Management, stated, "Nuclear power will be almost the only solution to meet the explosive power demand in the AI era." He added, "The U.S. is expected to form a new value chain with allied countries to secure enriched uranium, the raw material for nuclear power, and to construct nuclear power plants. In particular, attention should be paid to Canadian 'Cameco' and U.S. 'Centrus Energy,' which will supply uranium replacing Russia, as well as 'NuScale Power,' which is gaining attention for SMRs, and U.S. nuclear companies such as 'Fluor,' which handle nuclear design and maintenance."

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