White House eyes ban on Russian uranium

Dependence a ‘risk to the U.S. economy’

The Biden administration is considering banning imports of enriched Russian uranium using executive authority as congressional efforts to block the Kremlin’s shipments of the reactor fuel stall, people familiar with the matter said.

Officials from the White House National Security Council, the Department of Energy and other corners of the administration have been in talks on limiting Russian uranium imports, including a ban similar to legislation that easily passed the House last year, the people said.

To be sure, no decisions have been made on the issue. The administration — and the nuclear industry — still prefer the matter to be handled by Congress, because undoing a law is harder than overturning actions done using executive power, the people said.

“We continue to urge Congress to take that step, which would provide assurance to industry, allies, and partners that the U.S. has made a clear decision to establish a secure nuclear fuel supply chain, independent of adversarial influence, for decades to come,” the National Security Council said in a statement.

Russia provided almost a quarter of the enriched uranium used to fuel America’s fleet of more than 90 commercial reactors, making it the No. 1 foreign supplier, according to Energy Department data. Those sales provide an estimated $1 billion a year to Russia, and the White House has said dependence on Russian sources of uranium “creates risk to the U.S. economy.” At the same time, replacing that supply could be a challenge and is poised to raise the costs of enriched uranium by as much as 20 percent.

Adding urgency to the issue is that $2.7 billion made available by Congress earlier this year to stand up a domestic uranium industry is contingent on limits or a prohibition on enriched Russian uranium being put in place, either by law or administrative action.

House legislation passed by voice vote in December would ban enriched Russian uranium imports while allowing the import of the reactor fuel until 2028 through waivers designed to give utilities time to line up alternative supplies. But an effort by the Senate to quickly follow suit was blocked over unrelated matters by Texas Republican Senator Ted Cruz.

Because of procedural rules, the next best potential legislative vehicle for the uranium ban in the Senate is must-pass legislation needed to reauthorize the Federal Aviation Administration, which is slated for the Senate floor this week. But Sen. Maria Cantwell, a Washington Democrat who chairs the Senate transportation committee with jurisdiction over the bill, said earlier a uranium ban was unlikely to be attached to the legislation.

“At the leadership level, they don’t want a lot of stuff on there,” Cantwell said.

Further complicating matters, the top Republican on the committee is Cruz, the Senator who blocked the House-passed bill from proceeding.