High-assay low-enriched uranium intelligence — updated daily.
Hyperscale data center operators and Small Modular Reactor developers are accelerating HALEU demand to secure 24/7 baseload power for AI and military applications.
Centrus Energy has signed multiyear HALEU supply contracts with microreactor developers Radiant and Antares Nuclear, utilizing its unobligated domestic AC100 technology.
Centrus Energy faces a significant capacity gap between its current 0.9-ton demonstration output and its 12-ton commercial target. Despite a $4.5 billion backlog, contingent agreements and recent operating losses highlight the financial challenges of scaling HALEU production.
Urenco USA announced a multi-billion-dollar expansion of its New Mexico facility, adding 2.1 million SWU of capacity with up to 24 new cascades. Production from this major expansion is expected to start in 2032.
Industry partners including X-energy, BWXT, and Radiant are collaborating with the Idaho National Laboratory to test new varieties of TRISO fuel. This collaboration is critical for validating advanced fuel forms required for HALEU-fueled SMRs.
Centrus Energy and X-energy signed a definitive long-term contract for LEU and HALEU enrichment services to support the Xe-100 SMR fleet. The agreement includes prepayments to help expand domestic commercial enrichment capacity in Ohio.
On July 23, 2026, the DOE announced its third round of conditional HALEU commitments, supporting NASA's Mars mission and Radiant Industries' microreactor at Buckley Space Force Base. This expands the HALEU market into advanced space and military applications.
NANO Nuclear Energy has hired a former NRC expert to direct operations for its HALEU Energy Fuel subsidiary. The move highlights the regulatory complexities of establishing new domestic fuel facilities.
Advanced reactor developers are utilizing customer prepayments to fund HALEU enrichment capacity expansions. This financial model addresses the capital-intensive nature of domestic uranium enrichment.
Leading nuclear companies and the Idaho National Laboratory are testing new HALEU-based TRISO fuel variants in the Advanced Test Reactor. The initiative aims to qualify advanced fuels for next-generation reactors.
Oklo's HALEU-powered Aurora microreactor is on track for a 2028 commercial debut at INL. The company has amassed a 14 GW non-binding order book for its advanced reactors.
Centrus Energy is expanding its Ohio HALEU enrichment facility, backed by a $4.5 billion order backlog. The company remains the sole licensed HALEU producer in the Western world.