燃料现缺口，美难圆核能复兴梦

Group 1 - The U.S. nuclear energy revival strategy is threatened by potential shortages in enriched uranium supply due to rising demand and a ban on Russian imports [1][2] - Centrus Energy, a major supplier of enriched uranium in the U.S., relies heavily on Russian sources, which will be prohibited starting January 1, 2028, due to U.S. congressional sanctions [1][2] - The U.S. domestic capacity for uranium enrichment is only 4.3 million SWU, while the demand is 15.6 million SWU, indicating a significant reliance on foreign suppliers [2] Group 2 - The U.S. government has allocated $900 million to Centrus, Orano, and General Matter to enhance domestic enrichment services, but market conditions remain tight until new capacities come online, which may take a decade [3] - The U.S. nuclear industry faces challenges in workforce training due to a lack of job opportunities in recent years, leading many skilled workers to transition to other energy sectors [3] - The U.S. has lost its competitive edge in nuclear energy development as other countries expand their nuclear power capacities [3]