Ridgeway Briefing

Ridgeway Briefings offer handy 2000-word analyses of emerging issues in international relations and security, prepared by Ridgeway’s team of open-source analysts, linguists and subject-matter experts.

Photo source: EDF

At a glance

Nuclear fuel is a geopolitical issue. Prior to 2022, western states relied to varying degrees on Russian supplies. Since the invasion of Ukraine, Europe has scrambled to develop alternative (non-Russian) routes for nuclear fuel.

Thorium has the potential to replace or supplement uranium as a nuclear fuel. Shifting to a thorium-based nuclear fuel cycle would change the geopolitics of nuclear fuel, enabling the US and EU to be less reliant on Russia (and China), but the technology remains in-development and the precise future of the nuclear fuel market remains to be determined.

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To request the full Briefing, please access the following link: The Geopolitics of Nuclear Fuel.