America doesn't face direct nuclear fuel hostage from Russia, but that's only half the story. The real problem? Decades of underinvestment have quietly created genuine dependency gaps, especially in the advanced reactor sector. This isn't just a theoretical concern—it's structural weakness baked into the supply chain. And honestly, the economic dimension makes it worse. When you factor in procurement costs, production timelines, and the geopolitical premium on energy independence, the financial exposure becomes substantial. Energy security and supply chain resilience aren't sexy topics until markets price in the risk. Then everyone notices.