美国推动“铀盟”，联合日法英加，900天内摆脱俄能源依赖

Core Insights - The United States is accelerating the construction of strategic uranium reserves to reduce dependence on Russian enriched uranium, which currently supplies about 25% to 30% of the U.S. enriched uranium needs, supporting nearly half of its nuclear power plants [1][3] - The ongoing geopolitical tensions, particularly due to the Russia-Ukraine conflict, have heightened concerns over the security of nuclear fuel supply, prompting the U.S. to prioritize the development of domestic production capabilities [1][3] Group 1 - The U.S. relies heavily on Russia for enriched uranium, which poses risks to energy security and strategic autonomy [1] - The U.S. has only one commercial enrichment facility that meets approximately 15% of domestic demand, indicating a significant gap in production capacity [1] - U.S. officials have acknowledged that over-reliance on a single country for nuclear fuel is unacceptable and threatens both energy security and global strategic positioning [1] Group 2 - The U.S. is formulating an action plan to restore and enhance domestic enrichment capabilities, including collaboration with Japan, Canada, France, and the UK to increase uranium production [3] - Canada plans to expand uranium mining in Saskatchewan, while France aims to upgrade its enrichment facilities to fully replace Russian supplies within two and a half years [3] - New enrichment projects in the U.S. are expected to begin production by 2026, with an initial capacity of 300 tons of separative work units, aimed at stabilizing nuclear fuel supply [3] Group 3 - A sudden disruption in Russian uranium supply could threaten about 5% of U.S. electricity production, as nuclear power accounts for 20% of total electricity generation [3] - The U.S. must adopt a phased strategy to gradually reduce imports and expand strategic reserves to ensure stability and security during the transition away from Russian dependence [3]