Geopolitics Alpha

Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say

Published . Updated .

Key takeaways

  • The public accounts committee has said the risk to billpayers is ‘extraordinary’
  • Exposed: URA, NLR, EWU, FXB, CEG
  • Market reaction: URA −8.2% after three sessions; NLR −5.7% after three sessions; LEU −13.5% after three sessions

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Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say

The public accounts committee has said the risk to billpayers is ‘extraordinary’

Directly affected

  • PAC Pacific Airport Group

    Named in this report.

Indirectly affected

  • URA Global X Uranium ETF

    Global X Uranium ETF: it holds uranium and nuclear-power companies. Linked by “nuclear plant” (uranium and nuclear power) in this story.

  • NLR VanEck Uranium and Nuclear ETF

    VanEck Uranium and Nuclear ETF: it holds uranium and nuclear-power companies. Linked by “nuclear plant” (uranium and nuclear power) in this story.

  • EWU iShares MSCI United Kingdom ETF-1.0% 13d

    iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”).

  • FXB Invesco CurrencyShares British Pound Trust+1.5% 6d

    Invesco CurrencyShares British Pound Trust follows the British pound, whose moves this story covers.

  • CEG Constellation Energy+3.8% 30d

    Constellation Energy (electric services): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “nuclear plant” (uranium and nuclear power) in this story.

  • CCJ Cameco-5.5% 15d

    Cameco (miscellaneous metal ores): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “nuclear plant” (uranium and nuclear power) in this story.

  • LEU Centrus Energy-19.6% 30d

    Centrus Energy (mining and quarrying of nonmetallic minerals (no fuels)): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “nuclear plant” (uranium and nuclear power) in this story.

  • SMR NuScale Power+19.8% 5d

    NuScale Power (fabricated plate work (boiler shops)): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “nuclear plant” (uranium and nuclear power) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
PAC-1.05%-0.76%base-0.72%+1.68%+3.03%+5.52%
URA-0.89%-4.93%base+1.81%-0.36%-5.97%-8.21%
NLR-0.77%-4.83%base+0.92%+0.43%-3.41%-5.70%
EWU+1.12%+0.76%base+0.31%+1.10%+1.37%+1.87%
FXB+0.00%+0.00%base-0.09%-0.09%-0.09%—
CEG+4.51%-2.14%base-0.30%+2.20%+1.33%-0.75%
CCJ-0.45%-4.55%base+1.83%+1.40%-6.57%-10.95%
LEU-0.50%-6.42%base+1.99%+0.90%-5.71%-13.51%
SMR-3.94%-6.04%base-0.79%+3.59%-1.66%-6.47%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

The public accounts committee has said the risk to billpayers is ‘extraordinary’ The government’s plan to fund a multibillion-pound nuclear plant at the Sizewell site in Suffolk represents a “terrible deal” for the UK taxpayer over the res…

Source: The Guardian

Global X Fds (URA) since this story, compared with the market

CompanyWhenMoveStatus
Cameco (CCJ)that day+1.83%final price
Cameco (CCJ)the next day+1.40%final price
Cameco (CCJ)two days later-6.57%final price
Cameco (CCJ)three days later-10.95%final price
Cameco (CCJ)three days earlier-4.55%final price
Cameco (CCJ)five days earlier-0.45%final price
Constellation Energy (CEG)that day-0.30%final price
Constellation Energy (CEG)the next day+2.20%final price
Constellation Energy (CEG)two days later+1.33%final price
Constellation Energy (CEG)three days later-0.75%final price
Constellation Energy (CEG)three days earlier-2.14%final price
Constellation Energy (CEG)five days earlier+4.51%final price
Ishares Tr (EWU)that day+0.31%final price
Ishares Tr (EWU)the next day+1.10%final price
Ishares Tr (EWU)two days later+1.37%final price
Ishares Tr (EWU)three days later+1.87%final price
Ishares Tr (EWU)three days earlier+0.76%final price
Ishares Tr (EWU)five days earlier+1.12%final price
Invesco CurrencyShares British Pound Sterling Trust (FXB)that day-0.09%final price
Invesco CurrencyShares British Pound Sterling Trust (FXB)the next day-0.09%final price
Invesco CurrencyShares British Pound Sterling Trust (FXB)two days later-0.09%final price
Invesco CurrencyShares British Pound Sterling Trust (FXB)three days earlier0.00%final price
Invesco CurrencyShares British Pound Sterling Trust (FXB)five days earlier0.00%final price
Centrus Energy (LEU)that day+1.99%final price
Centrus Energy (LEU)the next day+0.90%final price
Centrus Energy (LEU)two days later-5.71%final price
Centrus Energy (LEU)three days later-13.51%final price
Centrus Energy (LEU)three days earlier-6.42%final price
Centrus Energy (LEU)five days earlier-0.50%final price
NLRthat day+0.92%final price
NLRthe next day+0.43%final price
NLRtwo days later-3.41%final price
NLRthree days later-5.70%final price
NLRthree days earlier-4.83%final price
NLRfive days earlier-0.77%final price
PACthat day-0.72%final price
PACthe next day+1.68%final price
PACtwo days later+3.03%final price
PACthree days later+5.52%final price
PACthree days earlier-0.76%final price
PACfive days earlier-1.05%final price
Nuscale Power (SMR)that day-0.79%final price
Nuscale Power (SMR)the next day+3.59%final price
Nuscale Power (SMR)two days later-1.66%final price
Nuscale Power (SMR)three days later-6.47%final price
Nuscale Power (SMR)three days earlier-6.04%final price
Nuscale Power (SMR)five days earlier-3.94%final price
Global X Fds (URA)that day+1.81%final price
Global X Fds (URA)the next day-0.36%final price
Global X Fds (URA)two days later-5.97%final price
Global X Fds (URA)three days later-8.21%final price
Global X Fds (URA)three days earlier-4.93%final price
Global X Fds (URA)five days earlier-0.89%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Global X Fds (URA)

Companies tied to this story

  • URA Global X Fds

    Global X Fds (URA) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say.” Reason on file: Global X Uranium ETF: it holds uranium and nuclear-power companies. Linked by “nuclear plant” (uranium and nuclear power) in this story

  • NLR

    NLR is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say.” Reason on file: VanEck Uranium and Nuclear ETF: it holds uranium and nuclear-power companies. Linked by “nuclear plant” (uranium and nuclear power) in this story

  • EWU Ishares Tr

    In “Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say,” Ishares Tr (EWU) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”)

  • FXB Invesco CurrencyShares British Pound Sterling Trust

    Invesco CurrencyShares British Pound Sterling Trust (FXB) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say.” Reason on file: Invesco CurrencyShares British Pound Trust follows the British pound, whose moves this story covers

  • CEG Constellation Energy

    For “Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say,” Constellation Energy (CEG) is linked, with no stored direction, medium confidence. Reason on file: Constellation Energy (electric services): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “nuclear plant” (uranium and nuclear power) in this story

  • CCJ Cameco

    For “Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say,” Cameco (CCJ) is linked, with no stored direction, medium confidence. Reason on file: Cameco (miscellaneous metal ores): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “nuclear plant” (uranium and nuclear power) in this story

  • LEU Centrus Energy

    Centrus Energy (LEU) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say.” Reason on file: Centrus Energy (mining and quarrying of nonmetallic minerals (no fuels)): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “nuclear plant” (uranium and nuclear power) in this story

  • SMR Nuscale Power

    For “Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say,” Nuscale Power (SMR) is linked, with no stored direction, medium confidence. Reason on file: NuScale Power (fabricated plate work (boiler shops)): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “nuclear plant” (uranium and nuclear power) in this story

Global X Fds (URA)

Global X Fds (URA) is the company in “Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say,” the 28 Oct 2026 this story story.

Global X Fds (URA) is on the page because Global X Uranium ETF: it holds uranium and nuclear-power companies. Linked by “nuclear plant” (uranium and nuclear power) in this story

Also listed, NLR: VanEck Uranium and Nuclear ETF: it holds uranium and nuclear-power companies. Linked by “nuclear plant” (uranium and nuclear power) in this story

Dates and price levels for Global X Fds (URA)

EWU traded between 45.65 and 47.99 across 20 sessions. The latest close on file is 46.84. NLR traded between 104.77 and 111.10 across 4 sessions. The latest close on file is 105.24. URA traded between 41.48 and 42.63 across 2 sessions. The latest close on file is 41.78.

What the saved facts support for Global X Fds (URA)

46 out of 100

“Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.