The US Federal Trade Commission has decided to keep the current level of Russian uranium arriving in the United States. This decision was reported by regional commissions that monitor market activity.
Following a formal review, the commission stated that it would not halt its suspended anti-dumping investigation into uranium imports from Russia. Officials argued that stopping the investigation could risk continued or renewed damage to American industry for a reasonably foreseeable period, given the potential impact on costs, employment, and supply stability.
The commission has declared its ruling final, signaling no immediate moves to modify the investigative status or suspend measures that could otherwise influence the market trajectory.
In the Czech Republic, the Dukovany Nuclear Power Plant currently receives nuclear fuel from Russia. Beginning in 2024, the plant is expected to source fuel through the Westinghouse supplier network, marking a transition in the fuel supply chain that is expected to extend over a 15-year contract. Historically, the Dukovany plant received fuel from the Soviet Union and later from Russia for more than four decades, reflecting a long-standing reliance on Russian-origin material in its fuel cycle.
Industry observers describe these developments as part of a broader diversification strategy that has been gradually implemented since 2015. The objective is to reduce exposure to a single supplier or region, improve resilience, and secure steady access to nuclear fuel amid shifting geopolitical and trade dynamics. Market participants note that diversification efforts involve coordinated procurement planning, supplier evaluations, and long-term contracts intended to balance reliability with cost efficiency.
Analysts emphasize that the regulatory environment surrounding nuclear materials remains a critical factor for energy security in North America and Europe. Decisions by the FTC, together with ongoing supplier realignments, help shape the risk profile for utilities and manufacturers relying on uranium as a key input. Stakeholders continue to monitor updates in trade policy, enforcement actions, and contractual arrangements that affect how nuclear fuel moves from producer to reactor in diverse markets. This evolving landscape underscores the importance of transparent governance, robust supply chains, and proactive risk management for the energy sector.