A proposed section 232 “national security” review of U.S. uranium imports has been given a boost by government data showing American production is down 50% in the first quarter on a year earlier. The case is unusual in that the petitioners, Ur-Energy and Energy Fuel Resources, brought the case in January but as yet no decision to proceed has been taken. That’s a surprise given the leading exporter to the U.S. has historically been Russia. Panjiva data shows that the case itself has already led to lower imports, with Russian exports of uranium products to the U.S. down 74% sequentially in...