If the US Government plans to counter the Russian effort to fuel foreign tech reactors they will either require heavily state sponsored uranium enrichment with similar technology or a privatised technology that can produce product cheaper and for half the capital cost.https://www.world-nuclear-news.org/Articles/Rosatom-plans-new-nuclear-technology-exports
But I think they know that and is why the DOE was quite friendly with the GLE Paducah deal.
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