High-assay low-enriched uranium intelligence — updated daily.
A joint venture between ASP Isotopes subsidiary Quantum Leap Energy and South Africa's state-owned Necsa will develop, finance, build and operate a test bench and a commercial-scale HALEU production facility at the Pelindaba site.
The U.S. Department of Energy has made conditional commitments to supply HALEU to NASA and Radiant Industries in its third round of allocation, targeting the near-term fuel needs of a federal space agency and a commercial microreactor developer.
Westinghouse is in pre-application talks with the NRC for its LEU+ plant while Framatome has already won approval to fabricate fuel enriched up to 10 percent, setting the regulatory template for higher-enrichment fuel in the US.
Westinghouse will build a $1 billion LEU+ fuel plant at its Columbia site in Hopkins, South Carolina, targeting 600 metric tons of uranium per year from 2030 with enrichment up to 8 percent U-235.
Quantum Leap Energy and South African state nuclear corporation Necsa will build a pilot and commercial-scale HALEU facility at Pelindaba, with Quantum Leap holding roughly 80 percent and TerraPower already signed for offtake.
A $900 million DOE contract, more than $1.2 billion in convertible notes and a fresh $99.8 million equity raise are financing Centrus's plan to produce at least 12 tonnes of HALEU per year at Piketon.
Centrus Energy has completed a roughly $116 million acquisition of Westerman Holdings, bringing a key centrifuge hardware manufacturer in-house as it scales up US HALEU and LEU enrichment capacity.
Surging electricity demand from AI data centres, robotics and advanced manufacturing is reviving nuclear interest, but many SMR designs depend on HALEU that the US does not yet produce at scale.
NANO Nuclear and subsidiary HALEU Energy Fuel signed a definitive agreement to buy NRC-licensed nuclear fuel processing assets, a deal that would make it owner of one of ten licensed fuel cycle facilities in the US.
Westinghouse will invest roughly $1 billion in a new LEU+ fuel manufacturing plant at its Columbia site in Hopkins, South Carolina, targeting commercial production from 2030 and fuel enriched to 5–8% U-235.
TerraPower has offtake agreements covering future QLE/Necsa output, while Centrus has signed HALEU supply deals with Oklo, X-energy, Radiant and Antares — a sign that contracted demand is running years ahead of production.
Quantum Leap Energy and South Africa's Necsa will build a test bench and commercial-scale HALEU enrichment facility at Pelindaba under an 80/20 joint venture, deploying the Aerodynamic Separation Process commercially for the first time.