High-assay low-enriched uranium intelligence — updated daily.
The IAEA identifies HALEU enrichment and advanced-fuel fabrication as major fuel cycle bottlenecks, warning that commercial-scale Western production capacity remains virtually non-existent.
Centrus Energy has acquired centrifuge component supplier Westerman Holdings and secured a $900 million DOE task order to accelerate its commercial-scale HALEU production at the Piketon facility.
Advanced reactor developers TerraPower and X-energy have shared significant updates on their projects, including TerraPower's HALEU offtake agreements and X-energy's Xe-100 Dow Seadrift concept, highlighting the growing fuel demand.
General Matter has made its NRC license application materials publicly available for a proposed uranium enrichment facility in Paducah, Kentucky. The project utilizes laser enrichment technology to produce both LEU and HALEU.
Advanced reactor developer Oklo has announced plans for its Groves-2 project and secured a spot in the DOE's Nuclear Energy Launch Pad program. The company continues to expand its HALEU-powered reactor footprint despite recent interconnection queue challenges.
Quantum Leap Energy and South Africa's Necsa have signed a binding agreement to develop a HALEU production facility at the Pelindaba site. The project is backed by offtake agreements with TerraPower and has already received initial regulatory approvals.
Centrus Energy has reached a $4.5 billion order backlog for LEU and HALEU, solidifying its position as the only publicly traded U.S. company producing HALEU for next-generation reactors. Analysts remain bullish despite anticipated revenue fluctuations leading up to the 2028 Russian uranium import ban.
Advanced reactor developers are securing crucial HALEU supply chains, highlighted by Quantum Leap Energy's offtake agreement with TerraPower and Centrus Energy's multiyear fuel deal with Radiant for its Kaleidos microreactors.
The HALEU fuel fabrication sector is seeing significant progress as X-Energy completes its TX-1 facility building, Kairos Power automates TRISO fuel pebble inspections, and Framatome invests in HALEU capabilities. These milestones address the IAEA's warnings on insufficient industrial capacity.
The United States is grappling with a significant uranium enrichment capacity gap as it approaches the 2028 ban on Russian low-enriched uranium imports. Industry experts warn that domestic expansion plans may not fully replace Russian supply in time.
Urenco USA has commenced production in the sixth cascade of its National Enrichment Facility, reaching 75% completion of its 700,000 SWU capacity expansion project. The move significantly bolsters domestic uranium enrichment capabilities.
Quantum Leap Energy and South Africa's Necsa have signed a binding agreement to establish a joint venture for commercial-scale HALEU production at the Pelindaba site. The partnership marks South Africa's return to uranium enrichment after three decades.