High-assay low-enriched uranium intelligence — updated daily.
NANO Nuclear Energy has hired a former NRC expert to direct operations for its HALEU Energy Fuel subsidiary. The move highlights the regulatory complexities of establishing new domestic fuel facilities.
Advanced reactor developers are utilizing customer prepayments to fund HALEU enrichment capacity expansions. This financial model addresses the capital-intensive nature of domestic uranium enrichment.
Leading nuclear companies and the Idaho National Laboratory are testing new HALEU-based TRISO fuel variants in the Advanced Test Reactor. The initiative aims to qualify advanced fuels for next-generation reactors.
Oklo's HALEU-powered Aurora microreactor is on track for a 2028 commercial debut at INL. The company has amassed a 14 GW non-binding order book for its advanced reactors.
Centrus Energy is expanding its Ohio HALEU enrichment facility, backed by a $4.5 billion order backlog. The company remains the sole licensed HALEU producer in the Western world.
Centrus Energy remains the sole NRC-licensed producer of HALEU in the West, but the broader U.S. fuel supply chain still lacks the scale needed to support imminent advanced reactor deployments.
Antares Nuclear's Antares 0 reactor achieved initial criticality using TRISO HALEU fuel provided by BWX Technologies, marking a major milestone under the DOE's Reactor Pilot Program.
Centrus Energy has accumulated a massive $4.5 billion order backlog extending to 2040, driven by surging demand for HALEU, though significant cash flows are not expected until 2029.
Oklo is moving forward with its Aurora Powerhouse microreactor design, securing a letter of intent with Centrus Energy to fulfill its critical HALEU fuel requirements for future deployments.
Centrus Energy has signed a definitive multi-year contract to supply unobligated HALEU to Antares Nuclear, supporting advanced microreactor deployments for U.S. defense and space missions.
The US DOE estimates an annual HALEU demand of up to 50 tons by 2035, highlighting a critical supply gap as current domestic capacity remains below one ton.
Backed by the DOE, Nusano is pioneering a compact HALEU production system that utilizes direct metallic uranium enrichment, bypassing traditional UF6 conversion.