This article considers the dilema facing the US at the...

This article considers the dilema facing the US at the moment.

https://www.washingtonexaminer.com/policy/energy-and-environment/2921803/question-of-supply-for-nuclear-power-looms-over-push-to-ban-russian-uranium/

Here's an intersting extract:

Still, experts say it could take years for the U.S. to achieve HALEU production at a commercial scale or at a level sufficient to meet current demand. That’s due primarily to lack of a “clear demand signal from the market,” Adam Stein, the head of the Nuclear Energy Innovation program at the Breakthrough Institute, told the Washington Examiner.

As Stein explained, it’s something of a catch-22: The U.S. lacks advanced nuclear reactors, which in turn face a lack of demand from utility providers, which are concerned about purchasing the advanced reactors due to fears that they will not be able to obtain sufficient amounts of HALEU to supply them in the coming years.

“We need the fuel to be on its way to being available so that utilities will have the confidence to buy the reactors and [confidence] that they will be able to fuel them,” Stein said