Group 1 - The U.S. government issued a ban on the use of Russian enriched uranium by 2028, revealing a significant dependency on Russian supplies, with about 25% of U.S. nuclear fuel sourced from Russia [1] - Russia holds a dominant position in the global uranium enrichment market, controlling 80%-90% of the market share, and 22 out of 25 nuclear power plants under construction worldwide utilize Russian technology [1] - The U.S. faces a potential 5% power supply disruption if the ban is enforced, as establishing alternative supply chains would require billions of dollars in investment [1][3] Group 2 - The U.S. has only two commercial uranium enrichment facilities, with one meeting only 15% of domestic demand, highlighting the challenges in increasing domestic production [1][3] - The U.S. strategic uranium reserve, initiated in 2020, is projected to last only 14 months, compared to the EU's 2.5 years and China's 12 years [3] - Efforts to collaborate with allies like Canada and Australia to restructure the supply chain face local resistance and resource shortages [5] Group 3 - China has made significant advancements in uranium resources, with a major discovery in the Tarim Basin expected to increase self-sufficiency from 30% to 70% within three years [7] - Russia employs a strategy of bundling technology and resources, exporting nuclear power plants with fuel supply agreements, which enhances its competitive edge [8] - The energy landscape is shifting towards multipolarity, with China's resource breakthroughs and the U.S.-Russia technological rivalry indicating a departure from energy hegemony [8]