Opened new positions in $URA (full) and $MJ (partial). Increased $CARR to a full position.

$URA : Nuclear power will be needed to meet energy demands (75% increase in next 30 years), add that to demand for non-Russian energy sources. Nuclear power needs uranium. Uranium is non-renewable, but considered "clean" - low CO2 emissions. UK plans to triple nuclear power generation. French electoral platforms promise increases also. In 2020 mined uranium met only 74% of global needs, and likely to get worse as Russia is a top 6 producer.

Preferring an ETF to minimise operator risk, though I do hold $CCJ in my swing trades portfolio. Yield is 4.9%, up 328% from the previous 12 months. Will look to keep adding under $35 when position allocation sizes allow.