Shipping uranium from Kazakhstan via Russia to Western ports (St. Petersburg → Port Hope Ontario / Illinois) is no longer viable post-invasion; uranium must now be shipped via circuitous routes (Caspian Sea → Black Sea → Bosphorus), which is inefficient and capacity-constrained for radioactive Class 7 transport.

factualpending

Speaker

Nick Lawson

Evidence Quote

When the war started, the issue was is shipping uranium ships normally through Russia. It goes up through Kazakhstan and through Russia to St. Petersburg.

Source

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

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