RE:an interesting article....Neither. Politics is what that is. Kazakhs are heavily influenced and financed by Russia. The Kazakhs plus the Russians control 60% of the Uranium market...if you were President Trump would you not want to have some influence there? It is not a coincidence that an agreement like this has been forthcoming JUST before the Kazakhs start their trading arm for KazAtomProm in September.
I would only be surprised at the absence of the US trying to influence Kazakhstan. What effect that will have remains to be seen. Also you are overlooking the fact that CCO has an ISL mine in Kazalkhstan already (Inkai) so fail to see how that is detrimental to CCO's business.
But we do live in interesting and highly profitable Uranium times.
Just waiting for this market to take off.
Malcolm