High-assay low-enriched uranium intelligence — updated daily.
BWXT Advanced Fuels will supply Antares Nuclear with HALEU TRISO fuel for microreactors through the end of the decade, starting with a one-metric-ton allocation. The fuel will be made at BWXT's Lynchburg plant on the same line used for Project Pele and Antares' Mark-0.
STS, a NANO Nuclear subsidiary, coordinated the shipment of about 1.7 metric tons of HALEU from Japan to the United States, described as the largest single international uranium shipment in NNSA history. DOE recognized the mission and a separate Venezuela HEU removal.
AI-driven nuclear demand is colliding with a fuel supply chain that cannot scale quickly, as TerraPower's HALEU-driven delay showed. Tech giants are signing power deals, but fuel procurement and enrichment capacity remain the real constraints.
The U.S. lunar reactor programme is relying on HALEU for compact space power, while Washington still faces domestic production constraints. Russia and China are pursuing their own lunar reactor path, with fuel specifications for their project not yet public.
Centrus Energy has shipped the first new centrifuge from Oak Ridge for its Piketon expansion, a milestone in rebuilding U.S. HALEU enrichment capacity. The project includes commercial-scale HALEU production supported by a DOE task order worth up to USD1.07 billion.
The Trump administration's goal of quadrupling U.S. nuclear production by 2050 depends on expanding enrichment, with DOE and private projects racing to add HALEU and LEU capacity by 2029.
Advanced reactors need HALEU enriched to 5-20% U-235, but the U.S. has no commercial HALEU source; DOE-backed projects aim to close the gap by 2029.
The NRC accepted General Matter's license application for a $1.5 billion Paducah enrichment plant in about half the usual time, with a HALEU license amendment planned for next year.
Centrus' Piketon expansion will add cascades for HALEU, LEU feed and national-security enrichment, backed by a DOE task order worth up to $1.07 billion and first capacity targeted for 2029.
Centrus shipped the first centrifuge made at its expanded Oak Ridge plant to Piketon on Oct. 29, 2026, ahead of schedule, as it targets first new enrichment capacity in 2029.
A 2024 law bans Russian uranium imports and its waivers lapse in 2028, putting a hard deadline on the DOE-backed build-out of U.S. enrichment capacity, including Centrus's $1.07 billion HALEU task order.
The U.S. Department of Energy has approved the Nuclear Safety Design Agreement for Antares's Mark-1 microreactor, as the company lines up HALEU from both Centrus and Urenco for its deployment pipeline.