This article sheds a bit of light on what's happening in Canada. There's no doubt they are going to need a reliable supply of HALEU from somewhere.
It's also interesting to read about investor demand for their green bonds program. It sounds like a good way to fund the development of nuclear plants and infrastructure.
https://carboncredits.com/funding-bill-grants-2-7b-to-american-made-nuclear-reactor-fuel/
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