Uranium Unleashed editors reported in late February 2026 that China spent 20 years executing a strategy in the global uranium market that almost nobody was paying attention to. Starting with a "failed" mine in Niger in 2006, China deployed multiple competing state-owned companies across four continents to quietly lock up the entire nuclear fuel cycle — from mining to enrichment to reactor exports.
The West did the opposite. It optimized. It consolidated. It eliminated redundancy. And now it has single points of failure at every critical node of the uranium supply chain. This video breaks down the framework of Brutal Darwinism — the same playbook China used to dominate solar, EVs, and rare earths — applied to the most strategically sensitive energy resource on earth.
Sourced from the World Nuclear Association, Harvard's Belfer Center, the Oxford Institute for Energy Studies, the Carnegie Endowment, Cameco filings, and more.
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