Federal Register - August 2, 2021
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Federal Register / Vol. 86, No. 145 / Monday, August 2, 2021 / Notices Uzbek uranium to fulfill many 2018
contracts with U.S. utilities.
Figure 69: Uranium Concentrate Purchased by U.S. Utilities from French, Australian, and Canadian firms, 2018
Pounds U308
6,000,000
Imports from Russia, ,Kazakhstan, and Uzbekistan constituted 29 pen:ent of
5,000,000
Canadian sales to U.S. utilities 17
percent of Australian sales, and 34
4,000,000
60,000
3,000,000
15,000
2,000,000
1,000,000
0
Rest of Wor1d
French finns, 2018
Australian firms, 2018
Canadian firms, 2018
Russia
II Kazakhstan
Uzbekistan
"Rest of Wodd indudes Australia, Brazil, canada, Malawi, Nammia, Niger, South Africa, the United states, Ukraine, and unspecified West Africa Source: U.S. Depatment d Conmerce,. Bureauof lmfuslry andSecUity, Nuclear PowerOJBator SUlvE!l Tab9
Continued excess production of artificially low-priced uranium by Russia, Kazakhstan, and Uzbekistan will make U.S. and foreign market producers noncompetitive on global markets. As U.S. and other allied nations decrease their production due to poor market conditions, U.S. nuclear power generators will purchase increasing amounts of Russian, Kazakh, and Uzbek uranium to meet their needs.
Dependence on such imports raises a distinct national security concern. The Office of the Director of National Intelligences 2019 Worldwide Threat Assessment identifies Russias ambitions to expand its global military, commercial, and energy footprint as an
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integral part of its strategy to undermine the international order. 146
U.S. utilities direct dependence on Russian enriched uranium for 20
percent of their annual supply gives the Kremlin significant economic leverage.
Moscow exercises further leverage through its de facto control of uranium exports from Kazakhstan and Uzbekistan. Although Kazakh and Uzbek SOEs are controlled by their respective governments and not Russia,
a significant majority of uranium shipments from Kazakhstan and Uzbekistan transit through Russia on their way to U.S. customers.
TEXT REDACTED
146 Coats, Daniel. Director of National Intelligence, Senate Select Committee on Intelligence. Statement for the Record: Worldwide Threat Assessment of the US Intelligence Community, 37. January 29, 2019. https
www.dni.gov/files/ODNI/documents/2019-ATASFR-SSCI.pdf.
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