Amid the ongoing conflict in Ukraine caused by Russian military actions, there is a significant reliance by Europe and the United States on Russian nuclear fuel for their electricity generation needs. Data analysis conducted by CBC’s investigative program, the fifth estate, reveals that Canadian-owned Westinghouse Electric is one of the recipients of low enriched uranium (LEU) from Russia, which is used to fuel commercial nuclear reactors in the U.S.
In August 2024, the U.S. prohibited the import of Russian enriched uranium to reduce dependency on Russian supplies and ensure a robust domestic fuel source. However, the Prohibiting Russian Uranium Imports Act allows waivers for importing LEU if alternative sources are unavailable or if it serves national interests. These waivers are set to expire by January 1, 2028.
According to a report by the Bellona Environmental Transparency Center in Vilnius, Lithuania, the U.S. imported 400 tonnes of low enriched uranium from Russia in 2025, valued at approximately $1 billion. The main recipients included subsidiaries of French-owned Framatome, Global Nuclear Fuel Americas, and Westinghouse.
While the U.S. took steps to limit Russian uranium imports, the European Union has not imposed a ban on Russian enriched uranium imports. Meanwhile, Canada has refrained from sanctioning business dealings with Russia’s state atomic energy corporation Rosatom or its export arm, Tenex, amidst the conflict in Ukraine.
Efforts are being made to reduce dependence on Russian nuclear supplies, with calls for countries to enhance their energy security by diversifying their sources of uranium. Westinghouse Electric, a major player in the U.S. nuclear industry, is at the center of this debate, with its ownership structure involving Canadian and American entities.
The need to transition away from Russian nuclear supplies is emphasized due to geopolitical concerns and the necessity to strengthen domestic fuel production capacities. The U.S. and Europe have historically relied on Russian enriched uranium, with plans underway to boost domestic production and explore alternative sources.
In conclusion, the dependence on Russian nuclear fuel remains a critical issue for Western nations, prompting calls for diversification and self-sufficiency in energy supply chains to mitigate geopolitical risks and ensure energy security.
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