High-assay low-enriched uranium intelligence — updated daily.
Kairos Power has opened a new automated facility for fuel pebble inspections in New Mexico, while X-Energy completed the building for its TRISO-X fuel facility in Tennessee, advancing domestic HALEU fuel manufacturing.
Urenco USA has commenced production at its sixth gas centrifuge cascade in New Mexico, marking 75% completion of its near-term expansion. This move is part of a broader Western effort to decouple from Russian-sourced enriched uranium.
The advanced nuclear industry faces a critical stalemate as HALEU suppliers hesitate to invest without long-term contracts, while reactor developers struggle to secure financing without guaranteed fuel. This bottleneck threatens the deployment of next-generation reactors needed for AI and data centers.
The global uranium enrichment market is projected to reach nearly $40 billion by 2035, driven by major capacity expansions from Urenco and strong financial performance from Centrus Energy.
X-Energy's nuclear fuel subsidiary has completed the vertical construction of its first advanced TRISO fuel fabrication facility in Oak Ridge, Tennessee.
The deployment of advanced microreactors and space-nuclear missions is accelerating HALEU demand, prompting strategic partnerships and conditional allocations from the DOE.
Centrus Energy continues to expand its HALEU production capabilities in Ohio and Tennessee, while the NRC recently terminated its legacy Lead Cascade Facility license.
General Matter has submitted an NRC license application for a commercial enrichment plant in Paducah, Kentucky. Concurrently, BWXT is executing a $1.5 billion NNSA contract to rebuild U.S. defense and enrichment capabilities.
Centrus Energy's cumulative order backlog for LEU and HALEU surged to $4.5 billion. The company recently signed multi-year HALEU supply contracts with Antares and Radiant, alongside a $500 million public offering.
NANO Nuclear Energy and Quadrant Nuclear Industries signed an MoU for the long-term offtake of HALEU to support the KRONOS MMR Energy System. QNI plans to produce 18 metric tons annually at INL.
Urenco USA has started production in its sixth enrichment cascade in New Mexico, completing 75% of its capacity expansion. Meanwhile, Urenco signed an MoU with Thorizon to explore molten salt reactor fuel supply chains.
X-energy's subsidiary TRISO-X has completed the vertical construction of its 214,000-square-foot advanced nuclear fuel fabrication facility in Oak Ridge, Tennessee. The milestone marks a significant step forward in scaling up TRISO fuel production for next-generation reactors.