BRICS, US, Russia & the End of Uranium Dependency: Exploring Thorium as a Solution

The geopolitical landscape is shifting, with the BRICS nations playing an increasingly significant role. One major consequence is the United States' drive to end its dependency on Russian uranium, a move accelerated by rising tensions and the Biden administration's policies. For years, Russia was a key supplier of uranium to power US nuclear plants.

1 de sept. de 2025: The U.S. is aggressively pursuing alternatives to break free from its reliance on Russian uranium. This search for alternative minerals is fueled by the complex relationship between the US and Russia, particularly within the context of BRICS' influence. The geopolitical tensions between Russia and the BRICS are making the US break free from depending on natural resources from other countries. The US, which is heavily invested in nuclear energy, seeks a secure and independent supply.

Thorium: A Potential Uranium Replacement?

While the search for alternatives is underway, 'Thorium' has emerged as a leading candidate to replace uranium in nuclear reactors. Thorium offers potential benefits, including greater abundance and different reactor designs that can be safer and produce less radioactive waste. The wavelet-coherence analysis examines the relationship between global and Russia- and US-specific geopolitical risks and US consumption of nuclear energy driven by the desire for energy independence. Moving towards thorium is a strategic decision aimed at bolstering national energy security and reducing reliance on foreign powers.

The Impact of Geopolitical Risk on US Nuclear Energy

The Russia-Ukraine conflict and the broader geopolitical maneuvering of the BRICS nations have highlighted the vulnerabilities of depending on any single nation for critical resources. This risk is particularly acute in the energy sector, specifically concerning nuclear power. Commission presents steps to fully end EU dependency on Russian energy, take fresh action to address Russia's ‘shadow fleet’ transporting oil; nuclear: restrict new deals. The US is not alone in this endeavor; the EU is also working to reduce its dependence on Russian energy sources.

The Future of US Nuclear Energy and Resource Independence

The shift away from Russian uranium and towards alternatives like thorium represents a fundamental change in US energy policy. This move not only addresses immediate geopolitical concerns but also aims to create a more resilient and sustainable energy future. The transition will require significant investment in research, development, and infrastructure to adapt existing nuclear facilities and build new reactors designed for alternative fuel sources. By securing its energy supply and reducing dependency, the U.S. aims to maintain its strategic advantage in a world increasingly shaped by the actions of the BRICS and other global players.