Russia is the largest global provider of both uranium conversion and enrichment services, and following the Ukraine invasion, Western utilities have largely (though not entirely) voluntarily stopped engaging in new contracts with Russian suppliers, despite still receiving deliveries from long-term contracts signed before the conflict.

factualpending

Speaker

Justin Hune

Evidence Quote

Russia is the largest provider of both conversion and enrichment globally...the Western utilities have largely not entirely but largely voluntarily stopped doing business with Russia

Source

Justin Huhn: Exploring the Generational Bull Case for UraniumRaise Your Average.
Created: 8/12/2026, 6:19:11 PM

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