Solar & ESS ETF Leads Gains, Nuclear-Themed ETFs Gain Momentum
This week, the domestic ETF market saw the 'PLUS Solar & ESS' ETF post the strongest gains among non-leveraged products, jumping 21.93%. The ETF focuses on Korea's solar power and energy storage systems (ESS) industries, benefiting from surging electricity demand and the broader energy transition. Its primary holdings include OCI Holdings, LS Electric, and Hanwha Solutions, with LS Electric reporting a record operating profit of KRW 126.6 billion in the first quarter. In addition, four new ETFs were newly listed, indicating an expanding range of investment products.
In the US, rising electricity rates have become a central political issue, prompting bipartisan support for nuclear power as a viable solution. Nuclear-themed ETFs such as NLR, URA, and URNM are garnering increasing attention from investors by offering various investment strategies targeted at the sector. The main drivers behind electricity price hikes include the proliferation of AI data centers and aging power grids. As electricity demand and infrastructure challenges intensify, interest and investment in ETFs linked to the nuclear industry continue to grow.
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[This Week's ETF] Hanwha Asset Management 'PLUS Solar & ESS' Rises Over 21%, Leading in Growth Rate, Strong Power Equipment - Business Post[This Week's ETF] Hanwha Asset Management 'PLUS Solar & ESS' Rises Over 21%, Leading in Growth Rate, Strong Power Equipment
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[Decoding the Seohak Ant ETF] ④ AI Beneficiaries and Politically Quiet Zone, Aiming at Nuclear Power - Newspim[Seoul=Newspim] By Hwang Soo-hye, Journalist = With the U.S. midterm elections about 6 months away, electricity rates have literally become a political minefield. A report released by the Brookings Institution in April clearly presents this issue with figures. This report, citing data from the U.S. Energy Information Administration (EIA)