US nuclear plant uranium 7% American-made... enrichment services also 23%

U.S. nuclear plant operators sourced only 7% of the uranium they purchased in 2025 domestically, while U.S.-origin enrichment services accounted for 23%, according to the EIA's annual uranium report. Operators bought 46.9 million pounds of uranium (U₃O₈ equivalent), with Canada supplying 32%, Kazakhstan 28%, Australia 15% and the U.S. 7%. Year-end 2025 inventories rose 3% to 118 million pounds, though that figure includes material still in conversion, enrichment and fuel fabrication and is not all immediately reactor-ready. The data underscore how heavily the U.S. fuel cycle depends on foreign suppliers at both the raw material and enrichment stages, even as Washington and private companies push to expand domestic capacity. Watch for federal funding and offtake agreements aimed at rebuilding U.S. conversion and enrichment, and for whether the domestic share of purchases and inventories shifts in the next EIA report.