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.”
If you ask the average American which country is doing the most to improve e-bike battery safety, most people probably wouldn’t guess China. But that’s exactly where the world’s strongest, most comprehensive lithium-ion safety rules are coming from – and the latest round just went into effect today.
Beginning December 1, China has officially banned the sale of all e-bikes built to the older national standard, replacing them with a new, far stricter rule set known as GB 17761-2024. Under the announcement from the State Administration for Market Regulation, any e-bike sold in China from today forward must carry a valid CCC certification under this brand-new standard. Older certificates are now invalid, and retailers caught selling non-compliant bikes face enforcement from local regulators.
The new rules go far beyond what most countries require. They tighten fire-resistance requirements, restrict the amount of plastic allowed on an e-bike, cap total vehicle weight, and mandate improved electrical safety. The regulations also work hand-in-hand with a second standard, the already-implemented GB 43854-2024, which sets some of the toughest lithium-ion battery testing requirements in the world, including mandatory over-charge protection, thermal abuse tests, puncture tests, and a ban on repurposed or second-hand cells, a major cause of past fires.
Balancing safety and convenience for existing owners, Chinese regulators also built in consumer protections. Bikes that were already purchased and registered under the old rules won’t be forced off the road. And companies are required to support repairs and spare parts for at least the next five years. But unregistered “old-standard” bikes must have been formally plated already, or they’ll no longer be legal to operate.
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For a country often stereotyped as producing unsafe batteries, the reality is almost the opposite. China is now setting the global pace on e-bike safety – aggressively tightening standards, sharply reducing fire risks, and pushing manufacturers to meet levels of testing that most of Europe and the US still haven’t matched.
A prominent European EV repair specialist is sounding the alarm on Tesla Model 3 and Model Y vehicles equipped with LG battery cells manufactured in China, claiming they are seeing “catastrophic” failure rates and significantly shorter lifespans compared to Panasonic packs.
For years, the narrative around Tesla’s move to Chinese battery suppliers has been generally positive, with the LFP (Lithium Iron Phosphate) packs from CATL proving to be extremely durable.
However, Tesla also sources Nickel Manganese Cobalt (NMC) cells from LG Energy Solution’s Nanjing facility for its Long Range and Performance models in Europe and parts of Asia.
Now, EV Clinic, a Croatia-based independent research and repair facility known for diving deep into battery diagnostics, has issued a severe warning regarding these specific LG NCM811 packs.
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According to the firm, data from its repair center suggests a stark difference in quality between Tesla’s two main higher-energy-density packs: the US-made Panasonic NCA packs and the Chinese-made LG NCM packs.
“We are raising serious concerns about Tesla Model 3/Y LG NCM811 battery packs (LGES Nanjing), which exhibit very high failure rates and significantly shorter lifespans compared to Panasonic NCA packs (Made in USA).”
The shop claims that while Panasonic packs are generally repairable and can last up to 250,000 miles before cell failure, the LG equivalents are approaching end-of-life at around 150,000 miles.
More concerning is the nature of the failure. EV Clinic states that in over 90% of the cases they see with LG packs, cell-level repair is “impossible.”
The issue appears to be widespread degradation across the modules rather than a single bad cell bringing down the pack. They found that LG cells often show extremely high internal resistance.
“A failing Panasonic cell hits roughly 28 mΩ, which is the measurement for LG cells when brand new… Out of 46 cells, it’s common to find 15 cells over 100 mΩ ACIR, and the remaining 30 cells above 50 mΩ ACIR.”
The lab shared an example from a Tesla battery module:
Because the degradation is so uniform and severe, replacing a single faulty module is described as “operationally unsustainable,” as the remaining weakened cells are likely to fail in a cascade shortly after.
The situation has become so problematic for the shop that they announced they are introducing a “feasibility fee” just to check if these specific packs can be repaired, noting that they are “losing over €20,000 each month” attempting to fix packs that are effectively dead.
At this moment, during ongoing experimental testing with real customers experiencing LG failures, we are losing over €20,000 per month in operational time while investigating whether LG’s Chinese NCM811 systems can be sustainably repaired. At this stage, we can confidently say: the cells are, to put it mildly, catastrophic. Panasonic has mostly single-cell failures at 250,000km, and it is repairable, whereas LG has multiple-cell failures.
Their advice to owners with failed LG packs? Swap it for a used Panasonic pack or go to Tesla for a full replacement.
Electrek’s Take
This is a pretty damning report from a shop that is well-respected in the aftermarket repair community for actually tearing these things apart and attempting to fix them rather than just swapping them out.
We know that Tesla has been diversifying its battery supply chain aggressively, and for the most part, it has worked out well. The CATL LFP packs are tanks, heavy, but durable. But the NCM chemistry is trickier, and if these findings from EV Clinic hold up across a larger sample size, it could be a headache for Tesla, especially in Europe, where many of the China-made NCM packs end up.
It’s worth noting that this applies specifically to the LG NCM811 packs from Nanjing. Many US Tesla owners have Panasonic packs, which this report actually praises as highly durable and repairable.
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Thanksgiving may be over, and the official Black Friday date may have passed, but that doesn’t mean savings have slowed down any, with us now having shifted over into Cyber Monday sales. Many of the previous Black Friday Green Deals we spotted up until today are continuing – some ending tonight with the holiday, while others are continuing on through the rest of the week. If you didn’t jump on these deals last week, you still have time to score the best prices of the year across e-bikes, EVs, power stations, tools, eco-friendly appliances, and much more. We’ve thrown all the best deals into this one-stop shopping hub for all your greener needs and will continue updating it throughout the week. Head below to browse all the best Cyber Monday Green Deals while they last.