The US signed a law imposing up to 100% tariffs on importers of Russian oil/gas, but exempts its own imports of low-enriched uranium from Russia. This exposes a strategic contradiction: while pressuring India and China, the US relies on Russia for 20% of its nuclear fuel needs. For India, which sources 45% of its oil from Russia, this law poses a direct challenge to its energy security.
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- ›Law Name: Lindsey O. Graham Sanctioning Russia and Iran Act of 2026
- ›Maximum Tariff: 100% on importers of Russian oil/gas
- ›Target this Data: US enriched uranium imports from Russia worth $1.02 billion in 2025 (23.42% of total).
- ›Target this Law: Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 (allows up to 100% tariffs on Russian oil/gas importers).
- ›Target this Nodal Body: US International Trade Commission (USITC) for import data; US Energy Information Administration (EIA) for LEU demand data.
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