High-assay low-enriched uranium intelligence — updated daily.
Centrus Energy shipped the first centrifuge manufactured at its expanded Oak Ridge plant to Ohio ahead of schedule, part of a multibillion-dollar buildout that will add LEU and HALEU capacity starting in 2029.
Western enrichers are adding millions of SWU and building order books into the 2040s, but new capacity must land before Russian LEU import waivers expire on January 1, 2028.
Antares has signed a multi-year commercial agreement with BWX Technologies for TRISO fuel fabricated from HALEU, starting with a one-metric-ton allocation and running through the end of the decade.
A new market forecast puts global uranium enrichment at $8.83 billion in 2026 and $17.70 billion by 2036, a 7.2% CAGR driven by Western capacity expansion, HALEU demand and supply-chain reshoring.
In January 2026 the Department of Energy issued $2.7 billion in enrichment task orders, with $900 million each going to Orano Federal Services, General Matter and American Centrifuge Operating, while Urenco USA, Nusano and LIS Technologies received nothing.
The NRC has issued a final environmental impact statement for Global Laser Enrichment's Paducah Laser Enrichment Facility, leaving only a safety evaluation report before a construction and operating license. GLE targets a 2027 license and 2030 start-up.
Antares has signed a multi-year TRISO fabrication agreement with BWX Technologies and a separate deal with Standard Nuclear covering up to 8 MTU through 2035, backed by a HALEU supply contract with Centrus.
Washington has moved from broad HALEU appropriations to targeted enrichment awards, with three $900 million task orders in January 2026 and Russian uranium waivers set to expire at the start of 2028.
TerraPower's Natrium delay, Google's 500 MW Kairos deal and Amazon's backing of X-energy's 5 GW target show how HALEU availability now governs advanced reactor schedules and hyperscaler procurement.
Centrus has delivered only 900 kg of HALEU against US needs of more than 40 tonnes before 2030, while Urenco's Capenhurst plant and Global Laser Enrichment's Paducah project edge toward new Western capacity.
A new Research and Markets study projects the global HALEU fuel market will grow from $0.45 billion in 2025 to $9.96 billion by 2036, with enrichment leading today's value chain and fuel fabrication posting the fastest growth.
Amazon, American Electric Power and X-energy have agreed to explore a 960-MW, 12-unit Xe-100 project at a former coal plant in Sullivan County, Indiana — a potential anchor for HALEU and TRISO fuel demand in the US Midwest.