Well, as much as I'd love a dramatic spy backstory, I’m afraid I’m neither an FSB nor an FBI agent. Just a regular person thinking out loud. I don’t have a definitive answer, just some suppositions. I share them so we can all explore the topic with arguments and counterarguments; no secret dossiers required! Open to hearing different perspectives.
feanpoli
joined 3 years ago
I wasn’t claiming this was the only reason, just that it’s one possible factor. Here are some sources that highlight Russia’s role in supplying critical materials like palladium, titanium (via Kazakhstan), and nuclear fuel. While alternative sources exist, replacing Russian supplies isn’t immediate or simple.
Import Sources (2019–22): Palladium: Russia, 32%; South Africa, 31%; Italy, 8%; Canada, 7%; and other, 22%. Source: https://pubs.usgs.gov/periodicals/mcs2024/mcs2024-platinum-group.pdf
Palladium is critical to the U.S. economy and national security. Russia is the largest supplier of the metal to the United States. Source: https://www.usitc.gov/publications/332/executive_briefings/ebot_russia_palladium_and_semiconductors.pdf
Apparently there was no titanium sponge import directly from Russia since 2022 sanctions. However 9% of imports come from Kazakhstan (VSMPO-AVISMA subsidiaries) Source: https://pubs.usgs.gov/periodicals/mcs2024/mcs2024-titanium.pdf
US scrambles to break reliance on Russian nuclear fuel Russia had a monopoly on HALEU until recently. Despite U.S. effort to remedy tis issue for them their nuclear industry still faces challenges in meeting its HALEU needs domestically. Source: https://www.ft.com/content/7ead1252-70a5-4258-8d0c-b01a65bd61f1
And Putin isn't a U.S. asset? While both countries are geopolitical adversaries, their military and strategic moves have ironically helped sustain each other's defense industries; just not in a cooperative way.