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Anyone who tells you US can't end nuclear waivers for remaining #JCPOA projects - Arak and TRR - because of the potential for disrupting 20% of US nuclear fuel supply is either misinformed or misleading. That is only a concern, which can be mitigated, for pre-JCPOA Bushehr.
My previous thread on this matter, which was confirmed by uranium industry experts:

The concern surrounds the Russian firm TENEX. Only one project has TENEX: Bushehr. TVEL, a sister company, has complied twice in the last year when waivers were revoked.
They might tell you there's no way to separate TVEL from TENEX. It all jeopardizes US fuel supply. Huh? The US has revoked waivers for two projects where TVEL was involved - uranium swaps & Fordow - both times TVEL fully complied. Revoke TRR waiver & TVEL will comply again.
Finally, the Arak heavy water reactor is a UK/China project with small Euro firms too. No Russia. No TENEX. No TVEL. Just a striking contradiction to @SecPompeo demand to close the reactor. This JCPOA waiver is indefensible if your policy is permanently closing the reactor. END
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