Kazakhstan →Prices rise
Uranium ore & natural concentrates (U3O8)
Kazakhstan supplies 8.1% of global U3O8, so a US tariff on Kazakh uranium would raise landed costs and likely push prices up for this source.
92% confidence
Canada →Prices rise
Argon Gas (insulating glass fill)
Canada supplies 91.5% of this input, so tariffs on Canadian origin would likely push up its price and tighten availability.
89% confidence
Canada →Prices rise
Copper Wire & Rod
Canada's 81.9% supply share makes this a high-exposure input whose landed cost would rise under tariffs.
84% confidence
Canada →Prices rise
United States Antimony Corp.UAMY
The filing says most antimony ore has come from one supplier in Canada, so a tariff on Canadian origin would raise landed cost and can disrupt that sole-source flow.
82% confidence
Kazakhstan →Prices rise
Low-Enriched Uranium (LEU) Nuclear Fuel
Kazakhstan is a major LEU supplier at 43% of global share, so tariffs on nuclear fuel from Kazakhstan would materially lift procurement costs.
77% confidence
France →Prices rise
Uranium ore & natural concentrates (U3O8)
France supplies 31% of uranium ore and natural concentrates, so a tariff on uranium would likely raise landed costs and slow flows from this major source.
77% confidence
Electricity (residential) →Prices rise
Low-Enriched Uranium (LEU) Nuclear Fuel
Residential electricity has a critical dependency on LEU nuclear fuel, so tariffs on nuclear-related materials would most likely transmit as higher LEU costs.
70% confidence
Canada →Prices rise
AIRO Group Holdings, Inc.AIRO
AIRO says it sources components and subsystems from limited Canadian suppliers, some sole source, so Canadian tariffs would raise input costs and risk delays.
68% confidence
Australia →Prices rise
Uranium ore & natural concentrates (U3O8)
Australia accounts for 22.9% of global U3O8 supply, so a tariff on Australian exports would most directly raise delivered uranium costs for importers.
67% confidence
Electricity (residential) →Prices rise
Uranium ore & natural concentrates (U3O8)
This electricity pathway also depends directly on uranium ore and concentrates, so a tariff shock on uranium-linked materials would raise feedstock costs there too.
63% confidence
Centrus Energy →Shortage risk
JSC TENEX (Rosatom)
Centrus discloses that U.S. limits on Russian uranium imports apply to sales using TENEX-procured material, so new tariff-style import barriers would directly constrain this supplier channel.
62% confidence
Namibia →Prices rise
Uranium ore & natural concentrates (U3O8)
Namibia supplies 5.6% of uranium ore & natural concentrates, so tariffs that impede uranium trade would raise landed costs for this input, though the global effect is only moderate.
36% confidence
