What if Russia stopped selling uranium to the US tomorrow | Scott Nolan, General Matter

The U.S. faces a critical vulnerability in its nuclear energy supply chain due to a heavy reliance on imported enriched uranium, particularly from Russia, which faces a total import ban starting in 2028. Scott Nolan, CEO of General Matter, highlights that the lack of domestic enrichment capacity threatens the viability of advanced reactors and the massive energy requirements of AI data centers. The current supply chain suffers from significant lag times and fixed capacity, making it difficult to scale quickly. To address this, General Matter is building domestic enrichment infrastructure in Paducah, Kentucky, prioritizing vertical integration and rapid, parallelized construction to bypass traditional bureaucratic delays. This effort aims to establish a reliable, scalable source of fuel, essential for maintaining grid baseload power and supporting the rapid expansion of energy-intensive technologies like AI.