https://tankie.tube/videos/watch/9a034973-365b-4ce0-b3c7-49f5981a52c7 The United States and thirty other countries have pledged to at least triple nuclear power capacity in the next two decades. In the US and Europe, the race for new sources of electric power is primarily driven by new demands from Artificial Intelligence and data centers, and venture capital investors. But even if the reactors are built, the sourcing of enriched uranium concentrate goes through Russia and China, who have monopolies on the high-grade reactor fuels. The United States is decades away from self sufficiency in uranium ores, and of the refining. The supply chains for the latest nuclear reactor technology, equipment, and fuel has enormous diplomatic implications, as over a dozen fast-developing countries have signed supply agreements with Russia and China. Closing scene, Shaoxing, Zhejiang Resources and links: Ranked: The largest power outages in the US 2013-2023 https://decarbonization.visualcapitalist.com/ranked-the-largest-power-outages-in-the-us-2013-2023/ 30 Million Tons of Uranium: This Discovery Could Shake Up the Global Energy Market https://www.futura-sciences.com/en/30-million-tons-of-uranium-this-discovery-could-shake-up-the-global-energy-market_17886/ 30 million tons under this desert ― China doesn’t need America anymore https://www.ecoticias.com/en/china-ordos-uranium-energy-breakthrough/13362/ Chinese State Media Announces Discovery Of ‘Substantial’ Uranium Deposit https://www.nucnet.org/news/chinese-state-media-announces-discovery-of-substantial-uranium-deposit-1-5-2025 Global Times, China discovers major uranium deposit in Ordos Basin https://www.globaltimes.cn/page/202501/1326645.shtml Securing energy independence: The US path to resilient enriched uranium supply chain https://www.atlanticcouncil.org/blogs/securing-energy-independence-the-us-path-to-resilient-enriched-uranium-supply-chain/ What Trump’s new executive orders mean for the US nuclear energy industry https://www.atlanticcouncil.org/blogs/new-atlanticist/what-trumps-new-executive-orders-mean-for-the-us-nuclear-energy-industry/ Trump signs executive orders to boost nuclear power, speed up approvals https://apnews.com/article/new-nuclear-reactors-trump-e7394fe688d2132a73f67f59bdbe792a Trump sets out aim to quadruple US nuclear capacity https://world-nuclear-news.org/articles/trump-sets-out-aim-to-quadruple-us-nuclear-capacity Fully Fueled: Strengthening America's Nuclear Toolkit https://www.thirdway.org/memo/fully-fueled-strengthening-americas-nuclear-toolkit U.S. Investigates Russian-Chinese Nuclear Cooperation https://www.fdd.org/analysis/2024/10/03/u-s-investigates-russian-chinese-nuclear-cooperation/ EIA, U.S. nuclear generators import nearly all the uranium concentrate they use https://www.eia.gov/todayinenergy/detail.php?id=64444 FP, America’s Awkward Energy Insecurity Problem https://foreignpolicy.com/2025/01/20/us-russia-china-europe-energy-uranium/ S&P Global, US government looking into Chinese enriched uranium imports, officials say https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/102924-us-government-looking-into-chinese-enriched-uranium-imports-officials-say World Nuclear: Uranium Markets https://world-nuclear.org/information-library/nuclear-fuel-cycle/uranium-resources/uranium-markets Uranium prices are up 70% in the last 12 months https://sherwood.news/world/uranium-prices-soar-china-india-invest-nuclear-energy/ Reuters, US probes uranium imports from China to prevent circumventing Russian ban https://www.reuters.com/markets/commodities/us-probes-uranium-jump-china-amid-concerns-over-russian-import-ban-2024-09-17/ U.S. Nuclear Dependence on China: A Strategic Challenge https://www.extremarationews.com/post/u-s-nuclear-dependence-on-china-a-strategic-challenge U.S. electricity prices continue steady increase https://www.eia.gov/todayinenergy/detail.php?id=65284 Visual Capitalist, Mapped: How Much Each Country Pays for Gas in 2025 https://www.visualcapitalist.com/mapped-how-much-each-country-pays-for-gas-in-2025/ Visual Capitalist: The World’s Largest Consumer Markets In 2030 https://www.evaluatorfunds.com/visual-capitalist-the-worlds-largest-consumer-markets-in-2030/ X, PROJECT STARGATE ENERGY ANALYSIS https://x.com/energybants/status/1881860142108377412 Wed, 08 Apr 2026 22:38:26 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://tankie.tube https://tankie.tube/lazy-static/avatars/3ba3ff73-a8b6-49c9-add8-9653ef090c7f.webp https://tankie.tube/videos/watch/9a034973-365b-4ce0-b3c7-49f5981a52c7 All rights reserved, unless otherwise specified in the terms specified at https://tankie.tube/about and potential licenses granted by each content's rightholder.