SELF-SABOTAGE: The Russian Uranium BAN Threatens An ENERGY SHOCK For The US

SELF-SABOTAGE: The Russian Uranium BAN Threatens An ENERGY SHOCK For The US

so once again it’s time to punish Russia
it’s becoming a ritual to sanction them
once a month the US is about to hit
Russian energy again but just like
everything else this will Boomerang back
on them the Senate has passed the bill
to ban uranium imports from Russia the
US plans to stop buying and reach
uranium to hurt Russian revenues and all
that’s left is for Biden himself to sign
the bill according to the act the US
will be prohibited from importing
Russian UR ium within 90 days of course
there will be temporary waivers until
2028 but there’s a real fear of
retaliation once again this is playing
with the supply and demand of energy
except this time he hurts America and
their allies more when you still import
a ton of uranium from Russia cutting it
away is going to cause havoc on the
price of energy generation and here’s
the big problem Russia is still a huge
exporter of uranium to the US 24% of
nuclear power fueld in America is
Russian is the second biggest source of
the commodity and to cut the supply away
will cause a lot of problems sure Biden
can always get more from the UK and the
Euro Zone they provide around 30% of
Supply but there are countries in Europe
itself that relies on nuclear power as
well and this includes the UK France and
Switzerland by cutting Russia away
America will be competing for a smaller
pool of uranium Supply in the world
Energy prices there could fly up as well
and we all know Europe is far from being
self-sufficient in energy and just
within the US there’s a real fear of
prices going up sure the US pays Russia
a billion dollars a year to keep the
uranium flowing so the idea here is to
cut a billion dollar of funding to
moscow’s war chairs while replacing the
uranium is a challenge and it could
Spike the cost of Supply up by 20% not
just for the us but for the collective
West as well it’s important we keep in
mind the state of the US economy
they can’t really afford interest rates
to stay higher for longer we just saw
another bank collapse in the US Republic
Bank went under because of higher
interest rates it Hur the value of their
bonds Securities and Commercial Real
Estate Investments their balance sheet
exploded and that caused the bank to go
insolvent the longer rates stay high the
foundation of the US economy itself
become shakier and he threatens to
topple this house of cards a new banking
crisis could erupt down the road however
the FED can’t cut rates fast enough
because of inflation it is still very
sticky oil prices might have dropped but
the risk are still building Ukraine
still hammering on Russian refineries
and the OPAC oil carts arone yet so
there’s still risk in the system for oil
prices to stay higher for longer it
doesn’t just affect gas prices at a palm
it eventually leaks into every facet of
consumer prices since February 2021
prices across the board have been rising
power is up by 27% food increased by 21%
and the C CPI has risen by nearly 177%
just look at the line here guys it’s all
the way up as the US continues to cut
away Russian energy this is going to
extend the cost of living crisis and
this in turn forces the Federal Reserve
to hold their rate Cuts economic growth
in the US and the world will be affected
the us today generates a lot of power
from uranium almost 19% comes directly
from nuclear it’s bigger than wind Hydro
power and coal power and if you sum up
all the renewable energies nuclear is
almost on par just 3% short and that’s
how Reliant the US is on nuclear power
today so if you cut away a quarter of us
uranium Supply which is the fuel for
nuclear power stations Energy prices
will go up now just because you have gas
or cold fire plants doesn’t really mean
it’s a one toone swap of nuclear energy
that’s not not the case here compared to
oil gas and coal nuclear power is
superior it’s 8,000 times more efficient
at producing energy versus fossil fuels
and the difference is very apparent when
we look at the large scale power
generation it’s not just about
efficiency according to the eia nuclear
power plants have the highest capacity
Factor the higher the capacity Factor
the longer the power plant can generate
maximum output for period of time
nuclear power comes in at 92.5 5%
conversely gas plants are only at 56%
while solar panels are the worst at 25%
and this means in a year nuclear energy
can produce maximum power output at 93%
of the time during the year near
uninterrupted power at full blast trying
to replace nuclear power with
conventional gas or even cold fired
energy will be costly and grossly
inefficient and good luck trying to
construct more solar panels or
hydroelectric d
those will take a lot of time to build
out at scale even if you can conjure
them up from Teen air the cost of making
them will far exceed the cost of nuclear
fuel at the very best you’ll just get
intermittent Supply that isn’t reliable
and if the US wants to move
manufacturing back home having a
reliable source of energy is necessary
it’s mandatory America has big plans
right to build us Industries back
they’re trying to win over attract chip
companies like tsmc and these energy
intensive sectors that devour energy and
there can’t be any Interruption that’s
why cutting Russian uranium away is a
very risky move within the US itself the
effects of this energy crisis won’t be
spread evenly certain States will be
cled harder than others Illinois for
example is a state run by nuclear power
they have 11 reactors that produce 52%
of their total power supply what will
happen to power prices in Illinois if
nuclear fuel from Russia gets cut off
what will happen to Industries there can
a state compete with the rest of the US
can they really compete with other HS
like China and these are serious
questions to ask before Biden signs the
bill into law the problem with commodity
sanctions is the blowback effect Russia
is a big commodity producer and exporter
from oil and gas all the way to metals
and gold they have the entire Market
cornner which means cutting them away
will cause inflation to S just because
you stop buying from mosow doesn’t mean
the rest of the world will play ball now
two weeks back the US issued a ban on
Russian Metals aluminum copper and
nickel produced in Russia can’t enter
the Western Metal exchanges and this
includes the comx in America and the LM
in the UK that was a big mistake because
Russia is the biggest source of metals
across the lme 91% of aluminum and 62%
of copper in their stock PS were Russian
sooner or later the stock PS will be D R
away and cause a supplying side crisis
and we have said it would happen and
true enough it happened in record time
it’s not just the end users or companies
buying up Commodities there are Traders
out there in the markets looking to make
a ton of money as well big Traders like
glanco and trafigura are gaming the
system they draining the LM of aluminum
to spike prices higher they know the
West won’t reverse the sanctions and
fresh Russian Supply won’t refill the LM
for a very long time within the week the
Traders went in and they bought physical
aluminum for delivery they withdrew the
physical metal from LM stock P they
essentially triggered a physical squeeze
on the metals they took out nearly
200,000 tons of physical metal that’s
nearly half a billion dollars worth of
Supply drained from The Exchange and
when you constrict Supply when demand is
still there you cause prices to fly up
which is exactly what happened and these
are the unintended consequences of us
commodi sanctions within a few days the
price of aluminum in the lme flew up by
nearly 10% going past $2,700 at one
point the results are unambiguous raw
materials across the board they’re going
to get more expensive from aluminum to
copper and nickel the cost of making
stuff will go higher especially when the
West is desperately trying to rearm
Ukraine even the price of sodas might go
up the can itself is made of aluminum
let’s not forget that and this is going
to Trickle once again down to the US
consumer Russian revenues won’t be
affected they can sell to China and the
rest of the world if the overall price
of aluminum Rises high enough they might
even earn more the West will be affected
more and this is the risk of the uranium
sanctions as well the law of unintended
consequences while the us can go around
and cut Supply it doesn’t mean Russia is
powerless the issue here is the timeline
of the uranium band while the band stops
Russia aan Supply in 90 days there are
still temporary waivers until January
2028 and this means the US can still
import uranium from pron for the next
three and a half years maybe it’s an
emergency or to stock power uranium
ahead of the band either way the supply
isn’t fully cut yet but that is assuming
Russia will play ball you are assuming
that Supply from mosow will be flowing
at your back and call that Putin will
keep to the schedule of us Imports but
consider this last December there were
rumors of a reprisal that the Kremlin
might take preemptive action if
legislation was passed to ban Russian
Imports they could strike first and this
means cutting Supply off immediately the
US law will be effectively useless The
Source itself would have cut off uranium
exports so there’s nothing left to cut
on the US side now whether that’s true
or not it’s a possibility that can’t be
ignored us companies have to scramble
around for new Imports according to the
Congressional budget office a ban of
Russian Imports could Spike nuclear fuel
costs across the US by 133% and if
Russia ignores the waivers it could rise
much higher and this is a tail risk that
could erupt if Biden signs this into law
the good news is that reactors revie
every 1 to two years maybe three years
at the max so there are still existing
contracts in effect but going forward
things might get DIY to build back us
Industries cheap abundant and
uninterrupted energy is needed there can
be no compromise on this so we can
really see the issue here another
problem is potential reprisals to Europe
if the EU decides to join the US and ban
Russian Supply they will be in a world
of hurt in 2021 the Euro Zone Imports
20% of their uranium fuel from Russia
mosow is their third largest supplier
and their biggest supplier isn’t a good
terms with France which is Europe’s
biggest uranium consumer the dependence
on Russian Supply is very real not just
for the us but for Europe as well the
supply of cheap clean and efficient
energy is now at risk but the situation
just got worse while Europe has cut away
Russian oil and gas their dependence on
uranium has actually increased in a
report by the balona center the EU has
almost doubled their import of Russian
nuclear fueld it reached nearly 700
million euros last year they essentially
swapped their dependency on natural gas
for uranium and the first country to
feel the pain will be France 70% of
their power generation comes from
nuclear power alone their supplies in
Africa are highly unstable and if Putin
cut Supply off it won’t be good for
France every action could trigger a
reaction Banning Russian Supply now
sounds great but you risk opening up
Pandora’s Box and if Biden signs the
bill and Russia cut Supply this was
spunk havoc in the global uranium Market
as it stands Russia exports around $2.6
billion worth of uranium to the world if
supply to the US and the EU stops Russia
will sell their outstanding production
elsewhere they will sell it to China
Beijing will happily snap up this cheap
Supply from Russia and yes China does
have nuclear power plants as well they
have everything right and if the West
won’t buy it China will and they’ll get
it at a discount Reuters estimates that
China has been stockpiling a lot of
uranium over the past decade they built
a reserve of over 120,000 tons and
that’s enough to meet their nuclear
demand for the next 10 years the US band
is only going to help China buy up more
of the commodity they will become even
more energy secure at a cheaper price
and these are the second order
consequences of the band sure it will
most definitely decouple the west from
Russian Supply but is this really
considered a win Russia might lose some
Revenue but your energy cost will rise
as well your biggest economic rival will
also enjoy shipper fuel thanks to a more
abundant Supply and this helps China’s
manufacturing push further ahead and
hurts America’s plan to industrializes
in essence it doesn’t really make sense
but like all other sanctions economics
don’t apply here it doesn’t matter so
hang tight guys is going to come sooner
or later but let me know what you think
is the Russian uranium band a good idea
and once really the point of this let me
know in the comments below stay safe be
sure to smash the like button and
subscribe as we navigate through these
crazy times

In yet another sudden move, the US Senate has passed the bill to ban the imports of Russian Uranium. This threatens to backfire badly as the US is heavily dependent on Russian uranium and nuclear energy for power generation. In fact, this could self-sabotage America’s push to bring their industries back home. Here’s what you must know!

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✅ Timestamps & Chapters:
0:00 The US Bill To Ban Russian Uranium
2:48 America Needs Nuclear Power & Russia
6:13 Commodity Sanctions Won’t Work
8:45 A Big Energy Shock Risk
11:51 China Wins Big Again

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