Canada's Uranium Is Now MORE Strategic Than Its Oil — And the US Has No Backup

Uranium quietly became Canada's most strategic resource. Only about 7% of the raw uranium fueling America's 94 nuclear reactors is produced in the United States — and Canada is the single largest foreign supplier at 27% of deliveries. This video breaks down why Saskatchewan's Athabasca Basin holds the highest-grade uranium deposits on Earth (Cigar Lake runs ore grades near 15%), how the US ban on Russian enriched uranium rewired the entire nuclear fuel cycle, why utilities locked in 116 million pounds of uranium under long-term contracts in 2025, and how the AI data-center boom is about to send nuclear demand vertical. From Cameco's $1.9 billion India deal to the enrichment bottleneck the West can't fix before 2030, this is the energy security story hiding behind the oil headlines — uranium, nuclear power and critical minerals as the new geopolitics. Data & sources referenced in this video: EIA, Nuclear Energy Institute/NucNet, Cameco, CATF, Natural Resources Canada, Bloomberg, CBC, IAEA #geopolitics #uranium #nuclear #canada #energysecurity #cameco #criticalminerals #supplychain #ai #nationalsecurity