"uranium is crucial feedstock for nuclear power, which accounted...

"uranium is crucial feedstock for nuclear power, which accounted for 19 percent of total U.S. energy production in 2023. Once the world’s largest uranium producer, the United States is now nearly wholly import reliant, including relying on supply from adversarial nations like Russia. Including these minerals can provide crucial support for shoring up domestic production and processing capabilities." From

https://www.csis.org/analysis/unpacking-trumps-new-critical-minerals-executive-order

On March 20, 2025, President Trump signed an executive order (EO) to increase domestic minerals production for national security by invoking Section 301 of Title 3 of the United States Code. Notably, the EO designates clear and significant authorities to relevant agency heads; sets swift timelines for implementation within 10, 30, or 45 days; and positions the new National Energy Dominance Council (NEDC), chaired by Secretary of Interior Doug Burgum, to take a leading role in overseeing the progress of domestic minerals security.

Stable supply cannot be just from the USA with its tiny resources. (I do have a few $$$ in the USA u308 not bagging them)

Point is demand pressure is building no matter who is buying to secure their supply of U308