Russia has a "near-monopoly on global uranium production"? Kazakhstan, Namibia, Canada, Australia, and Uzbekistan don't each produce more uranium that Russia (2021, World Nuclear Association)? And Niger almost as much as Russia?
US uranium reserves are not solely in Arizona. Quite a few states have recoverable Uranium, but cost of recovery is often higher than the market price (which is probably the reason US uranium production declined by about 99% in the 2010s.