High-assay low-enriched uranium intelligence — updated daily.
X-energy has completed the main structure of the TX-1 advanced nuclear fuel manufacturing facility in Tennessee, marking the first of its kind built in the US in over 50 years. The facility will produce TRISO fuel pebbles for next-generation advanced reactors.
Framatome has signed the world's first commercial contract to deliver nuclear fuel reloads with uranium-235 enrichment above the 5% standard to an operating US reactor, signaling growing demand for higher assay fuels.
The HALEU market is accelerating with new offtake agreements, including multi-year contracts between Centrus and Antares, and an exclusive deal for Cameco to purchase all future production from GLE's laser enrichment plant.
X-energy's subsidiary TRISO-X has completed vertical construction of the TX-1 fuel facility in Oak Ridge and received the first US Category 2 HALEU fuel fabrication license from the NRC.
General Matter and Centrus Energy each received $900 million from the DOE, but their proposed HALEU production capacities differ by a factor of nearly 30. This disparity highlights divergent strategies in scaling US enrichment.
The US Department of Energy has awarded $2.7 billion to Centrus Energy, General Matter, and Orano to accelerate domestic uranium enrichment. This massive investment aims to secure the supply chain before the 2028 expiration of Russian uranium import waivers.
While Russia and China currently dominate global HALEU production capacity, the US and Europe are aggressively developing domestic enrichment facilities to secure fuel for next-generation SMRs.
Multiple advanced reactor developers, including X-energy, Antares Nuclear, and Radiant, have secured definitive HALEU supply agreements with Centrus Energy, validating the accelerating commercial demand for next-generation fuel.
Triso-X has completed the building envelope for its TX-1 advanced nuclear fuel facility in Tennessee, following the receipt of a 40-year NRC license to manufacture HALEU-based TRISO fuel.
Centrus Energy is raising $500 million through an equity offering to bridge a reported $3 billion funding gap created by the exclusion of HALEU funding in the FY2027 federal budget.
South Korea is evaluating options to procure HALEU for its domestic nuclear submarine program, raising complex questions regarding US-ROK policy agreements and IAEA safeguards.
The White House's plan to quadruple U.S. nuclear capacity by 2050 to power AI data centers is accelerating the demand for HALEU. With the DOE forecasting domestic demand to reach 50 metric tons annually, advanced reactor designs are pushing the limits of current enrichment bottlenecks.