High-assay low-enriched uranium intelligence — updated daily.
The U.S. Department of Energy has selected Nusano's direct metalization HALEU platform for the Nuclear Energy Launch Pad Program to accelerate advanced nuclear technologies. This follows recent GAO reports analyzing federal uranium supply efforts and DOE warnings regarding domestic shortages.
Centrus Energy has finalized a $900 million production contract with the DOE to expand HALEU enrichment capabilities at its Piketon facility. The company also announced a $500 million equity raise and signed definitive supply contracts with Radiant and Antares Nuclear.
Silex Systems and Cameco Corp. have finalized an offtake agreement making Cameco the exclusive buyer and seller of all uranium products from the planned Paducah Laser Enrichment Facility. The Kentucky plant will utilize SILEX laser technology to produce HALEU and LEU.
TRISO-X has reached a significant construction milestone for its TX-1 facility in Tennessee, marking the first commercial HALEU fuel fabrication plant built in the U.S. in over 50 years. Backed by Amazon's $500 million investment, the plant will produce TRISO fuel for X-energy's Xe-100 reactors.
The US DOE is providing massive subsidies to domestic enrichment companies to achieve fuel independence. Meanwhile, SMR developers face significant NRC regulatory hurdles, and GAO reports assess the national security need for unobligated HALEU.
Next-generation Small Modular Reactors require HALEU to reduce size and extend fuel cycles. Industry partners and INL are collaborating to test new TRISO fuel varieties to support these advanced reactor designs.
Framatome has signed the world's first commercial contract to supply a US reactor with nuclear fuel enriched above 5%, reaching up to 10%. The fuel will be manufactured at its newly modernized Richland facility following NRC approval.
Cameco Corporation has finalized an exclusive offtake agreement to purchase all future production from GLE's planned Paducah Laser Enrichment Facility. This strategic move aims to mitigate global HALEU shortages caused by Russian supply chain monopolies.
Centrus Energy has signed multiyear agreements with Radiant and Antares Nuclear to supply unobligated HALEU. The company is also launching a multibillion-dollar expansion of its Piketon facility to meet growing domestic demand.
Centrus Energy reports a massive $4.5 billion order backlog, driven by multi-year HALEU contracts and DOE support, despite a temporary dip in hedge fund interest.
The nuclear industry and Idaho National Laboratory are partnering to test advanced TRISO fuel varieties, ensuring safe, high-temperature operation for next-generation reactors.
Recent U.S. legislation and DOE mandates aim to eliminate reliance on Russian uranium by accelerating domestic HALEU production and securing the nuclear fuel supply chain.