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The IAEA reported that electrical grid instability caused by military activity forced power reductions at some operating units of Ukraine's nuclear power plants this week. The agency flagged the disruptions via a First Squawk tweet, without specifying which plants or units were affected or the size of the reductions. The warning matters because Ukraine's nuclear fleet supplies the majority of the country's electricity, so output cuts heighten risks to supply stability. Traders should watch for follow-up IAEA statements confirming which units were curtailed and whether grid conditions force further reductions.

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IAEA, Ukraine