High-assay low-enriched uranium intelligence — updated daily.
Six companies — BWXT, Centrus, Framatome, GE Vernova, Orano and Westinghouse — have been selected for HALEU deconversion work worth up to $800 million, bridging UF6 output and reactor fuel.
Centrus was expected to reach 1.8 MTU of HALEU by the end of June 2026 — less than 10% of estimated demand — while Natrium's construction permit and 2030 target put pressure on fuel timelines.
Quantum Leap Energy, an ASP Isotopes subsidiary, will hold 80% of a joint venture with South Africa's Necsa to build HALEU production at Pelindaba, with TerraPower offtake already secured.
The U.S. Department of Energy has selected Centrus, Urenco USA, Orano USA and General Matter to produce HALEU, backed by up to $2.7 billion in financial support as the 2028 Russian uranium import ban approaches.
Centrus Energy has signed multi-year HALEU supply agreements with Antares Nuclear, Radiant and X-energy, adding customer prepayments that help fund its domestic enrichment build-out.
A 2026–2031 global enrichment outlook warns that HALEU production plans fall short of what a large advanced reactor fleet would need, even as SMR and microreactor developers sign multi-year fuel offtakes.
NANO Nuclear Energy and its subsidiary HALEU Energy Fuel signed a definitive agreement to acquire NRC-licensed fuel processing assets, including a licence for a never-built DUF6 deconversion and fluorine extraction facility in New Mexico.
ASP Isotopes subsidiary Quantum Leap Energy and South Africa's Necsa have formed a joint venture to build a commercial HALEU production facility at Pelindaba, with all future output already committed to TerraPower.
Centrus Energy is pursuing a large-scale expansion of its uranium enrichment capacity to supply LEU for existing reactors and HALEU for next-generation reactors, backed by a $116 million supplier acquisition and a $500 million public offering.
General Matter's laser enrichment NRC application becomes public, while NANO Nuclear seeks a license transfer for a new HALEU facility, marking key regulatory steps for domestic capacity.
Advanced fuel fabrication facilities are achieving major milestones, with X-Energy completing a massive building, Kairos Power automating pebble inspections, and NANO Nuclear planning a new HALEU site.
Reactor developers like Radiant and Thorizon are securing long-term HALEU supply agreements and launching fuel qualification programs to advance microreactor and molten salt reactor deployments.