The sister lesson already told the "uranium is soaring because of AI" story — this one tells the scarier story: who actually digs it up. Nearly 40% of the world's uranium comes from Kazakhstan alone, and most of the shipping routes and enrichment are tied to Russia. When the war in Ukraine broke out, the US went so far as to pass a law banning Russian uranium and poured billions into building its own supply chain. This is a story about a strategic mineral where "security" matters as much as "price" — and the West is racing to find places to mine inside its own alliance before it's too late.