As the geopolitical landscape shifts, Europe faces new security and economic challenges. With the U.S. stepping back from European affairs and adopting a more transactional stance toward Russia, the EU must take greater responsibility for its own energy and defense strategies. While much attention has been on oil and gas, nuclear power remains a significant part of the equation—accounting for 22.8% of the EU’s electricity production, according to the latest Nuclear Energy Statistics from Eurostat.
Nuclear Power in the EU
In 2023, twelve EU countries generated a total of 619,601 GWh of nuclear electricity. France led the way with 338,202 GWh, followed by Spain, Sweden, and Finland. Despite Germany’s decision to phase out nuclear power in 2023, nuclear energy continues to be a critical component of Europe’s electricity supply.
Where Does the EU’s Uranium Come From?
While nuclear power strengthens energy security by reducing reliance on fossil fuels, the EU remains fully dependent on imported uranium. Nearly half of this supply comes from Russia and Kazakhstan, highlighting a significant geopolitical vulnerability. According to the Euratom Supply Agency (2023), the EU’s uranium sources are:
- Canada – 32.9% (stable and politically secure – until now)
- Russia – 23.5% (geopolitical risk)
- Kazakhstan – 21.0% (growing ties with China, historically linked to Russia)
- Niger – 14.3% (political instability threatens supply)
- Other sources – 8.3% (Australia, Uzbekistan, South Africa, Namibia, USA)
While the EU has moved to reduce dependence on Russian fossil fuels, uranium imports remain largely untouched by sanctions, maintaining financial ties with Moscow.
Why is This a Concern?
🔹 No sanctions on uranium – Unlike oil and gas, uranium imports from Russia continue uninterrupted. 🔹 Russian control over uranium enrichment – Even non-Russian uranium often goes through Russian enrichment facilities, adding another layer of dependency. 🔹 Unstable alternative suppliers – Political upheaval in Niger highlights the fragility of Europe’s uranium supply chain.
What’s Next for the EU?
As global energy markets shift and geopolitical tensions mount, Europe must take decisive steps to secure a stable and diversified uranium supply. Nuclear power will remain a key pillar of the EU’s energy mix, but unless urgent action is taken, uranium dependence could become a major liability.
Does the EU have the political will to act before supply risks turn into a crisis?
#Resilience #EnergySecurity #NuclearPower #Uranium #EU
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