https://www.bloomberg.com/news/articles/2024-05-16/russia-uranium-supplier-issues-force-majeure-notice-after-us-ban?embedded-checkout=true
Tenex has issued force majeure notices to its US customers including Constellation Energy telling them that they will be unable to meet their commitments under their supply contract unless the customer can obtain a waiver from the US government.
It will be interesting to see how US utilities respond.
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