High-assay low-enriched uranium intelligence — updated daily.
General Matter has submitted a license application to the NRC for a new HALEU production facility at the Paducah Site in Kentucky. The project aims to bolster domestic enrichment capacity for advanced reactors.
The U.S. DOE is investing $900 million in Centrus Energy, General Matter, and Orano to accelerate domestic enrichment programs, aiming to eliminate reliance on Russian HALEU before import exemptions expire in 2028.
Backed by Peter Thiel and DOE funding, General Matter has submitted an NRC license application for a commercial uranium enrichment facility in Paducah, Kentucky, aiming for commercial-scale HALEU production by 2030.
Paducah, Kentucky, is rapidly solidifying its position as the premier hub for domestic uranium enrichment and HALEU production. A series of recent license applications, offtake agreements, and strategic partnerships highlight the region's critical role in securing the advanced nuclear fuel supply chain.
Despite being the sole US HALEU enrichment supplier, Centrus Energy's stock has declined significantly in 2026 amid national supply bottlenecks. The company continues to secure long-term contracts while the DOE projects a massive surge in domestic HALEU demand.
Utah-based Nusano has been selected by the DOE to develop a HALEU production line, but its novel metallic fuel pathway faces significant NRC regulatory and transportation hurdles. The project highlights the urgent need for updated frameworks to support next-generation fuel cycles.
The NRC has issued the first commercial non-light-water reactor construction permit to TerraPower's Natrium plant in Wyoming. However, the project faces a two-year delay until 2030 due to the lack of domestic commercial HALEU capacity.
TRISO-X has completed the vertical construction of its TX-1 advanced TRISO fuel fabrication facility in Oak Ridge, Tennessee. The 214,000-square-foot plant will produce up to 700,000 TRISO fuel pebbles annually to support X-energy's Xe-100 SMRs.
Framatome has signed a contract to deliver the world's first commercial nuclear fuel reload with enrichment above 5% to a US reactor. This LEU+ milestone establishes critical commercial and regulatory precedents for the broader HALEU supply chain.
X-energy's Xe-100 advanced small modular reactors are securing major commercial customers, including Dow, Amazon, and Centrica. The upcoming TX-1 fuel plant will provide the necessary HALEU TRISO fuel to power this growing fleet of next-generation reactors.
Following a $900 million DOE award, Centrus Energy and General Matter are pursuing vastly different strategies to build US HALEU enrichment capacity. While Centrus leverages its current NRC license for steady scaling, General Matter aims for massive initial throughput.
The US Department of Energy has awarded $900 million each to Centrus Energy, General Matter, and Orano to rapidly expand domestic uranium enrichment capacity. This aggressive funding push is driven by the impending expiration of US waivers for Russian enriched uranium imports in early 2028.