This is a good chart showing from where America’s reactor fleet gets its fuel. 

Canada has a lot of leverage here.

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Why does Canada have leverage? Are they all of "other"?

And with regards to Uranium refining capacity in the US: aren't companies like Centrus Energy essentially hamstrung with building new refining capacity because they don't want to piss off the Russians? (who supply their current capacity)

It says 'United States' but the more accurate designation is as North America. 

https://natural-resources.canada.ca/minerals-mining/mining-data-statistics-analysis/minerals-metals-facts/uranium-nuclear-power-facts

Genart collector. Tinkerer. Investor. Crypto maximalist. Nomadic traveler w/ my wife and 3 kids. Temporarily settled-ish in Spain

Ah that makes sense.

Did Trump label that pie chart to account for the 51st state? 😂