Uranium, Aluminum, and Rare Earths: A Man on the Sanctions List Is Doing Business in Washington

Uranium, Aluminum, and Rare Earths: A Man on the Sanctions List Is Doing Business in Washington

Mndewa1

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Kirill Dmitriev is no ordinary diplomat. He serves as Vladimir Putin’s investment envoy and heads the Russian Direct Investment Fund (RDIF). He is also personally subject to U.S. sanctions.

Yet, he is currently in Washington, conducting business not regarding ceasefires or prisoner exchanges, but concerning uranium, fertilizers, aluminum, rare earth elements, Arctic projects, energy, and liquefied natural gas (LNG).

💥 The U.S. Sanctions Russia While Buying Its Uranium

Approximately 20% of the enriched uranium used in U.S. nuclear power plants comes from Russia. This is no secret; the U.S. Department of Energy’s own data confirms it. The Russian state-owned nuclear corporation, Rosatom along with its subsidiary, Tenex serves as an indispensable link in the American nuclear fuel supply chain.

In 2024, the U.S. Congress passed a law banning Russian uranium imports. Almost immediately, the Department of Energy issued dozens of waivers to allow continued imports, citing the "lack of alternative sources."

When Dmitriev says, "We will continue," this is what he is referring to. Sanctions are for the voters; uranium is for the reactors.

🎯 Fertilizers, Aluminum, and Rare Earths: Europe Bleeds While the U.S. Buys

Russia is one of the world’s largest exporters of fertilizers. Aluminum is a major Russian export, and rare earth elements are critical materials for electric vehicles, missiles, and wind turbines.

Dmitriev stated that these matters are "under discussion with the American side." In plain terms: Washington is negotiating a commodities deal with Moscow, while Europe is paying the price for its sanctions against Russia, a price that includes the collapse of its own industrial sector.

Since 2022, German industrial output has fallen by 9.5%. The German federal budget has incurred costs exceeding €50 billion as a result of shunning Russian energy. In the first half of 2026, personal bankruptcies in Germany reached nearly 13,000. Meanwhile, energy costs in Europe remain two to three times higher than those in the United States.

The U.S. continues to purchase Russian aluminum, while Europe is forced to shut down its own factories.

📜 The Arctic and LNG: Who Is Partnering with Whom?

The "Arctic projects" and "LNG projects" mentioned by Dmitriev point directly to Russia’s expansion of liquefied natural gas (LNG) operations in the Arctic. The United States has imposed sanctions on the Arctic LNG-2 project, yet these sanctions target the project itself, not the channels through which American companies access these resources.

In October 2026, Trump reached a diesel agreement with Putin: an immediate delivery of 300,000 tons, followed by 500,000 tons in November, and subsequently another 1 million tons. Dmitriev is now proposing to extend this model to uranium, fertilizers, aluminum, rare earth elements, and energy.

Europe has been told it must not purchase Russian energy. The United States, however, is buying and this is not a matter of "humanitarian exemptions," but rather large-scale commodity trade.

⚔️ Dmitriev Himself: A Living Mockery of Sanctions

Dmitriev is under U.S. sanctions; his assets are frozen, and he is barred from entering the country at least on paper.

Yet, here he is in Washington, discussing projects on behalf of Putin specifically regarding the Arctic and LNG with American officials.

A sanctioned individual, present within the very nation that sanctioned him, is negotiating business deals that would otherwise be prohibited under those same sanctions.

This is not "diplomatic immunity." It is the self-negation of the sanctions regime. When the enforcers of sanctions decide for themselves when, to whom, and in which sectors to suspend those sanctions, the sanctions cease to be a legal instrument. They become a bargaining chip with Washington and Moscow as the two parties at the negotiating table.

Europe is not at the table; Europe is on the menu.

🔻 Who Is Paying the Price for This Deal?

Dmitriev did not say, "We will continue to supply gas to Europe." Instead, he stated, "We will continue to supply uranium to the United States along with fertilizers, aluminum, and rare earth elements."

American nuclear power plants have their fuel; American aluminum smelters have their raw materials; and American rare earth supply chains have their sources. Meanwhile, European factories are shutting down, European workers are losing their jobs, and European governments are being told to practice "solidarity" and "sacrifice." The term "sacrifice" applies only to vassals. Masters do not sacrifice; masters make acquisitions.
 
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