Russia's technology is not easily replicable; gaseous diffusion and centrifuge enrichment were perfected in Russia over decades through state funding; the US has only one enrichment plant (in New Mexico, operated by Urenco); Western countries cannot rapidly deploy enrichment capacity even with infinite capex due to technological, regulatory, and time constraints.

factualpending

Speaker

Nick Lawson

Evidence Quote

Russia developed gaseous diffusion back in the 1960s. They have stolen a march on the ability to as Ben said take the uranium as a gas run it through the centrifuges and to enrich it to go into the fuel rods. This is hasn't been done by any other country uh in the kind of scale that's required.

Source

Nick Lawson & Ben Finegold: The Uranium Squeeze & How To Play ItWealthion
Created: 8/11/2026, 6:58:12 AM

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