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Ready-to-ship canisters filled with enriched uranium at the Urenco USA uranium enrichment facility near Eunice, New Mexico, US, on Tuesday, July 11, 2023. Russia’s invasion of Ukraine is forcing the US and Europe to search for alternative sources of enriched uranium to power their reactors. 

Mark Felix | Bloomberg | Getty Images

The United States will ban imported Russian uranium starting on Aug. 11, the Department of Energy announced Tuesday.

Russia controls nearly half of the world’s supply of enriched uranium, according to the Department of Energy, and provides about one quarter of the U.S.’s enriched uranium, which is used to power the country’s 94 nuclear reactors.

The ban, which President Joe Biden signed into law on Monday, also unlocks $2.72 billion in federal funding to expand the country’s uranium industry.

Exchange-traded funds that track uranium prices rose slightly following the announcement, with the Global X Uranium ETF and the Sprott Uranium Miners ETF trading around 1% higher Tuesday.

Because the ban’s implementation could hurt supplies for reactors in the U.S., the law allows some waivers for utilities that otherwise would be forced to shut down reactors without them. All waivers, however, will end on or before Jan. 1, 2028.

“Our nation’s clean energy future will not rely on Russian imports,” Energy Secretary Jennifer Granholm said in a statement. “We are making investments to build out a secure nuclear fuel supply chain here in the United States.”

While the U.S. continues to import more than 20% of its enriched uranium from Russia’s state-owned nuclear power company Rosatom, it has sanctioned more than 35 of the company’s subsidiaries since February 2022, when the Kremlin invaded Ukraine.

Sen. John Barrasso, R-Wyo., the ranking member of the Senate Committee on Energy and Natural Resources, said this latest move marks an end to U.S. dependence on Russia for the commodity.

“Banning imports of Russian uranium will jumpstart America’s nuclear fuel industry, further defund Russia’s war machine, and help revive American uranium production for decades to come,” Barrasso said in a statement on Monday after the bill’s enactment.

In response to Biden’s signing of the ban, Russia’s ambassador to the U.S., Anatoly Antonov, said in a post on Telegram that it was another “failed” attempt by the Biden administration in “inflicting strategic economic defeat on us.”

“The current attack — not only on Russia but also on the world market for uranium fuel for nuclear power plants — is leading to new shocks in international economic relations,” he said. “The delicate balance between exporters and importers of uranium products is being disrupted.”

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European wind stocks tumble after Trump says he will stop new turbine construction

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European wind stocks tumble after Trump says he will stop new turbine construction

A Vestas wind turbine near Baekmarksbro in Jutland. 

Afp | Getty Images

European wind power stocks tumbled Wednesday after President-elect Donald Trump said he would prevent the construction of new turbines.

“We’re going to try and have a policy where no windmills are being built,” Trump told reporters at a press conference at his Mar-a-Lago home in Florida on Tuesday afternoon.

The Danish wind turbine manufacturer Vestas Wind Systems and Danish wind developer Orsted fell about 7% Wednesday in the wake of Trump’s remarks.

The president-elect went on a lengthy attack against wind turbines during yesterday’s press conference, arguing that they are too expensive, require subsidies and lack public support.

Trump’s opposition to wind power creates further challenges for an industry that has already struggled in the face of high interest rates that have raised the cost of developing new projects more expensive. In late 2023, for example, Orsted took a $4 billion writedown and canceled two offshore wind projects off the coast of New Jersey.

Still, wind power has expanded in the U.S., growing from 2.4 gigawatts in 2000 to 150 gigawatts by April 2024, according to data from the Energy Information Administration. Electricity generation from wind hit a record in April 2024 and beat generation from coal-fired plants, according to EIA data.

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New DOE report finds 90% of wind turbine materials are recyclable

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New DOE report finds 90% of wind turbine materials are recyclable

The US Department of Energy (DOE) has released an encouraging new report revealing that 90% of wind turbine materials are already recyclable using existing infrastructure, but tackling the remaining 10% needs innovation.

That’s why the Biden administration’s Bipartisan Infrastructure Law has allocated over $20 million to develop technologies that address these challenges.

Why this matters

The wind energy industry is growing rapidly, but questions about what happens to turbines at the end of their life are critical. Recyclable wind turbines means not only less waste but also a more affordable and sustainable energy future.

According to Jeff Marootian, principal deputy assistant secretary for the Office of Energy Efficiency and Renewable Energy, “The US already has the ability to recycle most wind turbine materials, so achieving a fully sustainable domestic wind energy industry is well within reach.”

The report, titled, “Recycling Wind Energy Systems in the United States Part 1: Providing a Baseline for America’s Wind Energy Recycling Infrastructure for Wind Turbines and Systems,” identifies short-, medium-, and long-term research, development, and demonstration priorities along the life cycle of wind turbines. Developed by researchers at the National Renewable Energy Laboratory, with help from Oak Ridge and Sandia National Laboratories, the findings aim to guide future investments and technological innovations.

What’s easily recyclable and what’s not

The bulk of a wind turbine – towers, foundations, and steel-based drivetrain components – is relatively easy to recycle. However, components like blades, generators, and nacelle covers are tougher to process.

Blades, for instance, are often made from hard-to-recycle materials like thermoset resins, but switching to recyclable thermoplastics could be a game changer. Innovations like chemical dissolution and pyrolysis could make blade recycling more viable in the near future.

Critical materials like nickel, cobalt, and zinc used in generators and power electronics are particularly important to recover.

Key strategies for a circular economy

To make the wind energy sector fully sustainable, the DOE report emphasizes the adoption of measures such as:

  • Better decommissioning practices – Improving how turbine materials are collected and sorted at the end of their life cycle.
  • Strategic recycling sites – Locating recycling facilities closer to where turbines are decommissioned to reduce costs and emissions.
  • Advanced material substitution – Using recyclable and affordable materials in manufacturing.
  • Optimized material recovery Developing methods to make recovered materials usable in second-life applications.

Looking ahead

The DOE’s research also underscores the importance of regional factors, such as the availability of skilled workers and transportation logistics, in building a cost-effective recycling infrastructure. As the US continues to expand its wind energy capacity, these findings provide a roadmap for minimizing waste and maximizing sustainability.

More information about the $20 million in funding available through the Wind Turbine Technology Recycling Funding Opportunity can be found here. Submission deadline is February 11.

Read more: The California grid ran on 100% renewables with no blackouts or cost rises for a record 98 days


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Mazda finally reveals plans to build its first dedicated EV: Here’s what we know so far

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Mazda finally reveals plans to build its first dedicated EV: Here's what we know so far

Mazda is finally stepping up with plans to build its first dedicated EV. The upcoming Mazda EV will be made in Japan and based on a new in-house platform. Here’s what we know about it so far.

The first dedicated Mazda EV is coming soon

Although Mazda isn’t the first brand that comes to mind when you think of electric vehicles, the Japanese automaker is finally taking a step in the right direction.

Mazda revealed on Monday that it plans to build a new module pack plant in Japan for cylindrical lithium-ion battery cells.

The new plant will use Panasonic Energy’s battery cells to produce modules and EV battery packs. Mazda plans to have up to 10 GWh of annual capacity at the facility. The battery packs will power Mazda’s first dedicated EV, which will also be built in Japan using a new electric vehicle platform.

Mazda said it’s “steadily preparing for electrification technologies” under its 2030 Management Plan. The strategy calls for a three-phase approach through 2030.

The first phase calls for using its existing technology. In the second stage, Mazda will introduce a new hybrid system and EV-dedicated vehicles in China.

Mazda-first-dedicted-EV
Mazda EZ-6 electric sedan (Source: Changan Mazda)

The third and final phase calls for “the full-fledged launch” of EVs and battery production. By 2030, Mazda expects EVs to account for 25% to 40% of global sales.

Mazda launched the EZ-6, an electric sedan, in China last October. It starts at 139,800 yuan, or around $19,200, and is made by its Chinese joint venture, Changan Mazda.

Mazda-first-dedicted-EV
Mazda EZ-6 electric sedan (Source: Changan Mazda)

Based on Changan’s hybrid platform, the electric sedan is offered in EV and extended-range (EREV) options. The all-electric model gets up to 600 km (372 miles) CLTC range with fast charging (30% to 80%) in 15 minutes.

At 4,921 mm long, 1,890 mm wide, and 1,485 mm tall with a wheelbase of 2,895 mm, Mazda’s EZ-6 is about the size of a Tesla Model 3 (4,720 mm long, 1,922 mm wide, and 1,441 mm tall with a 2,875 mm wheelbase).

Mazda-first-dedicted-EV-interior
Mazda EZ-6 interior (Source: Changan Mazda)

Inside, the electric sedan features a modern setup with a 14.6″ infotainment, a 10.1″ driver display screen, and a 50″ AR head-up display. It also includes zero-gravity reclining seats and smart features like voice control.

The EZ-6 is already off to a hot sales start, with 2,445 models sold in November. According to Changan Mazda, the new EV was one of the top three mid-size new energy vehicle (NEV) sedans of joint ventures sold in China in its first month listed.

Will Mazda’s first dedicated EV look like the EZ-6? We will find out with Mazda aiming to launch the first EV models on its new in-house platform in 2027. Stay tuned for more.

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