Uranium enrichment and the nuclear fuel industry make up a globally integrated complex concentrated in the hands of a few key players. A geopolitically-driven divorce is on the horizon, however. At the outset of the invasion of Ukraine last year, US Senator John Barrasso, a Republican of Wyoming, led an effort to ban Russian-origin uranium and nuclear products following the West’s break with the fossil fuel industries that had been filling the Kremlin’s war chest. The bill stalled, but it highlighted America’s reliance on Russian nuclear imports and the need for a comprehensive supply chain rework. When countries are already...