Short Term Pain For Long Term GainKazatomprom's weakness due to the riots creates selling in the uranium ETF's resulting in broad based selling across the sector. The longer term effect, however, should be positive for uranium stocks in safe jurisdictions firstly because they are inherently less risky to investors but secondly because a lower market cap for Kazatomprom coupled with ETF rebalancing should increase the ETF holdings of the other stocks held in their portfolio. In other words, Kazatomprom losses part of its pie to safe jurisdiction stocks held in the ETF's because of its smaller market cap due to the riots.