Niger-France relations: Nuclear giant Orano loses control of uranium operations to junta

The European Union’s imports of the mineral from the country plunged by a third, but these were largely replaced by Canada.

But there was also a politically awkward price to pay. EU imports of uranium from Russia rose by more than 70%, despite the heavy sanctions imposed on Moscow because of its invasion of Ukraine.

And of course, it is Russia which has become the new best friend of the military leaders who have seized power in Niger and its allied neighbours, Burkina Faso and Mali, since 2020.

Russian military contractors fight alongside the Malian army in its campaign against jihadists and ethnic Tuareg separatists, while they also help to protect the senior leadership of the juntas in Niger and Burkina Faso.

So although France, and Europe more generally, would be able to find ways to cope with a definitive loss of Niger’s uranium supply, the shift would not be entirely comfortable.

In the short-term at least, EU states would probably become more reliant on Russia and its central Asian neighbours, thus undermining their own effort to maintain economic pressure on President Vladimir Putin during a potentially crucial period in the Ukraine crisis.

Moreover, Niger’s regime, whose attitude towards the EU as a whole has become almost as mistrustful as its broken relationship with France, continues to seek alternatives to its old Western partnerships.

And Iran – a potential customer, of course, for uranium – has emerged as an option.

Contacts between the two governments have deepened, with Niger’s Prime Minister Ali Mahamane Lamine Zeine visiting Tehran in January. Rumours of a possible deal for the supply of uranium “yellowcake” (concentrate) briefly circulated a few months ago.

Meanwhile, the outlook for Orano’s hopes of restoring normal uranium operations and exports from Niger look dim, given the hostile attitude of the military regime in Niamey.

That antipathy is partly explained by Macron’s vocal condemnation of the July 2023 overthrow of Bazoum, who had been one of his closest African political and security partners.

Paris firmly endorsed the tough stance of the West African regional grouping Ecowas, and there were even rumours that it might have been ready to provide tacit support had the bloc ever gone ahead with its short-lived threat to intervene militarily in Niger to reinstate Bazoum.

In this poisonous atmosphere of hostility and mistrust, Orano was an obvious and convenient target for junta retaliation.