Earlier this month, Joe Biden signed into law a bipartisan bill that bans the import of uranium from Russia. The ban targets unirradiated low-enriched uranium (LEU) – the type used to make nuclear fuel – that is produced in Russia. It's slated to take effect in about 90 days and will remain in force until the end of 2040.
I suspect you've already discussed the impact AI will have on demand for nuclear power? If not, that would probably be another catalyst to add to your list.
I agree that US sanctions are likely to have zero effect on the availability of enriched uranium. But, I don't think it will matter.
The tide is turning on nuclear energy. If the US wants to be a leader in AI, it better figure out a reliable, cheap and consistent source of power. There's only one answer and, hint, it's not wind or solar.
I suspect you've already discussed the impact AI will have on demand for nuclear power? If not, that would probably be another catalyst to add to your list.
I agree that US sanctions are likely to have zero effect on the availability of enriched uranium. But, I don't think it will matter.
The tide is turning on nuclear energy. If the US wants to be a leader in AI, it better figure out a reliable, cheap and consistent source of power. There's only one answer and, hint, it's not wind or solar.