I made a comment around US nuclear agency ready for sanctions on Russia Uranium (last para in my weekly report). Its a mixed message - we have enough fuel but may be disrupted, so don't know. Further info especially when long term contracting happens will provide more clarity.
Forgot to give the link -
https://www.bloomberg.com/news/articles/2022-03-10/top-u-s-nuclear-power-provider-fully-backs-russia-sanctions
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