High-assay low-enriched uranium intelligence — updated daily.
The global uranium enrichment market is projected to reach $22.16 billion by 2030, with HALEU demand growing significantly faster than the conventional segment.
The US Department of Energy has awarded approximately $2.7 billion in contracts to expand domestic enrichment capacity. The initiative aims to secure both LEU and HALEU supply chains for national security.
Centrus Energy has announced a $500 million equity offering to fund the expansion of its HALEU enrichment capacity. The move reduces reliance on government allocations and accelerates commercial production.
Radiant Industries has signed a multi-year HALEU supply agreement with Centrus Energy to fuel its Kaleidos microreactors. The deal supports both commercial and national security applications ahead of 2030.
Urenco is building a dedicated HALEU facility in the UK targeting 10 metric tonnes annually, while X-energy secures additional DOE funding to deploy its Xe-100 reactors utilizing TRISO-X fuel.
The HALEU and advanced nuclear fuel market is estimated at $500 million in 2025 and is projected to reach over $12 billion by 2035, driven by the rapid deployment of Small Modular Reactors.
The U.S. Department of Energy has awarded approximately $2.7 billion in contracts to expand domestic HALEU and LEU enrichment capacity, alongside initiatives to establish a domestic fuel bank from federal stockpiles.
Radiant Industries has secured a long-term TRISO fuel supply agreement with Standard Nuclear and received its first test fuel for a rigorous five-phase testing campaign at the Idaho National Laboratory.
Centrus Energy and Radiant Industries have signed a definitive multi-year contract for the domestic supply of HALEU fuel to power Radiant's Kaleidos microreactors. The deal includes prepayments to support Centrus's capacity expansion in Ohio.
Following its HALEU supply contract with Radiant, Centrus' stock saw market adjustments, highlighting the broader strategic partnerships with Palantir and Oklo shaping its expansion.
The NRC has approved Centrus' HALEU demonstration program under its ACP license, while also terminating the license for the decommissioned Lead Cascade Facility.
The US Department of Energy has awarded Centrus a $150 million contract to produce HALEU, supporting the expansion of the Piketon facility and the development of a domestic supply chain.