High-assay low-enriched uranium intelligence — updated daily.
Cameco Corporation has finalized an exclusive offtake agreement to purchase all future production from GLE's planned Paducah Laser Enrichment Facility. This strategic move aims to mitigate global HALEU shortages caused by Russian supply chain monopolies.
Centrus Energy has signed multiyear agreements with Radiant and Antares Nuclear to supply unobligated HALEU. The company is also launching a multibillion-dollar expansion of its Piketon facility to meet growing domestic demand.
Centrus Energy reports a massive $4.5 billion order backlog, driven by multi-year HALEU contracts and DOE support, despite a temporary dip in hedge fund interest.
The nuclear industry and Idaho National Laboratory are partnering to test advanced TRISO fuel varieties, ensuring safe, high-temperature operation for next-generation reactors.
Recent U.S. legislation and DOE mandates aim to eliminate reliance on Russian uranium by accelerating domestic HALEU production and securing the nuclear fuel supply chain.
Hyperscale data center operators and Small Modular Reactor developers are accelerating HALEU demand to secure 24/7 baseload power for AI and military applications.
Centrus Energy has signed multiyear HALEU supply contracts with microreactor developers Radiant and Antares Nuclear, utilizing its unobligated domestic AC100 technology.
Centrus Energy faces a significant capacity gap between its current 0.9-ton demonstration output and its 12-ton commercial target. Despite a $4.5 billion backlog, contingent agreements and recent operating losses highlight the financial challenges of scaling HALEU production.
Urenco USA announced a multi-billion-dollar expansion of its New Mexico facility, adding 2.1 million SWU of capacity with up to 24 new cascades. Production from this major expansion is expected to start in 2032.
Industry partners including X-energy, BWXT, and Radiant are collaborating with the Idaho National Laboratory to test new varieties of TRISO fuel. This collaboration is critical for validating advanced fuel forms required for HALEU-fueled SMRs.
Centrus Energy and X-energy signed a definitive long-term contract for LEU and HALEU enrichment services to support the Xe-100 SMR fleet. The agreement includes prepayments to help expand domestic commercial enrichment capacity in Ohio.
On July 23, 2026, the DOE announced its third round of conditional HALEU commitments, supporting NASA's Mars mission and Radiant Industries' microreactor at Buckley Space Force Base. This expands the HALEU market into advanced space and military applications.