This bloke seems pretty confident. I'm guessing there are some complexities to work through before sanctioning 50% of the world's enriched uranium source.
You can see behind the scenes the fuel cycle is getting very very tight when supposedly a large RFP for UF6 did not find a market seller.
https://www.mining.com/vric-us-canadian-companies-set-to-soar-on-russian-uranium-ban/
Stay tuned!!
DYOR
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