High-assay low-enriched uranium intelligence — updated daily.
Massive government funding from the U.S. and U.K. is accelerating Western HALEU capacity, though industry analysis warns that commercial production may remain unreliable until 2030.
Centrus Energy, the only public U.S. company producing HALEU, has reached a $4.5 billion order backlog, though revenue realization is expected to extend into the 2030s due to supply constraints.
Framatome is investing heavily in its Richland facility to include HALEU capabilities, even as the IAEA warns of insufficient global industrial capacity to meet future advanced reactor demands.
NANO Nuclear Energy Inc. has signed a definitive agreement to acquire NRC-licensed nuclear fuel processing assets in New Mexico. The move significantly accelerates its strategy to build a vertically integrated HALEU fuel platform.
Quantum Leap Energy and South Africa's Necsa have signed a binding agreement to establish a commercial-scale HALEU production facility at the Pelindaba site. The venture leverages proprietary enrichment technologies but faces questions regarding long-term capital commitments.
LIS Technologies has raised $71 million in total funding, including a recent $7.1 million round, to support its $1.38 billion investment in an Oak Ridge laser enrichment facility. The company's CRISLA-4G technology promises superior economics for HALEU production.
Kairos Power has commissioned an automated inspection and laser-engraving system to give every TRISO nuclear fuel pebble a unique identity. This innovation resolves a longstanding safeguards gap previously identified by the DOE for pebble-bed reactors.
The US Nuclear Regulatory Commission has approved the Standard Practice Procedures Plan for LIS Technologies' Oak Ridge facility, covering the proprietary CRISLA-4G laser enrichment process. This regulatory milestone advances the company's efforts to secure a reliable domestic HALEU supply.
Franco-Dutch startup Thorizon and enrichment giant Urenco have signed an MOU to explore a strategic partnership for the advanced nuclear fuel cycle. The collaboration focuses on supplying HALEU in molten salt form for Thorizon's next-generation small modular reactor.
ASP Isotopes' subsidiary Quantum Leap Energy and South Africa's Necsa have signed a binding agreement to develop a commercial-scale HALEU production facility at the Pelindaba site. The joint venture also secures an offtake agreement with TerraPower for the advanced reactor developer's fuel needs.
Thorizon and Urenco have signed a non-binding MoU to explore uranium enrichment and HALEU supply for the Thorizon One molten salt reactor in the Netherlands, targeting first delivery in 2034.
General Matter has submitted a license application to the NRC for a new commercial uranium enrichment facility in Kentucky, while Centrus secured a $900 million task order to produce 12 tonnes of HALEU annually by 2029.