ROSATOM
ROSATOM is Russia's state nuclear corporation overseeing uranium enrichment, reactor exports, and fuel fabrication.
Controls ~40% of global SWU enrichment capacity via TVEL subsidiary. Supplies fuel to 70+ reactors worldwide, including India and Turkey's Akkuyu. Sanctions since 2022 limit Western access, pushing diversification.
Why it matters now
In 2025-2026, ROSATOM's dominance exacerbates three-tier fuel supply risks, delaying SMR licensing and HALEU production for US data centers.
Related reactors
VVER-1200