High-assay low-enriched uranium intelligence — updated daily.
Centrus Energy is advancing its multi-billion-dollar expansion at the American Centrifuge Plant in Ohio, the only licensed HALEU production facility in the western world.
Antares Nuclear is accelerating its compact microreactor development for critical missions, targeting electricity production in 2027 and military deployments in 2028.
Centrus Energy and Antares Nuclear have signed a definitive multi-year contract for HALEU supply, supported by Antares' prepayments to expand domestic enrichment capacity.
X-energy has signed definitive long-term HALEU enrichment agreements with Centrus Energy to support its Xe-100 advanced SMR program. The secured fuel supply is vital for the company's massive 144-reactor commercial pipeline across the U.S. and U.K.
Russia's TENEX remains the primary commercial supplier of HALEU, underscoring Western vulnerabilities. With Rosatom holding 43% of global enrichment capacity and export restriction threats looming, policymakers are reevaluating nuclear supply chain security.
X-energy subsidiary TRISO-X is advancing construction at its TX-1 facility in Oak Ridge, Tennessee, while expanding its campus by 70 acres. The plant will produce TRISO-X pebbles for advanced reactors, supported by an extended research partnership with ORNL.
The U.S. DOE projects domestic HALEU requirements will reach 50 tons annually by 2035, contrasting sharply with current production of less than one ton. Modular expansion strategies are critical to bridging this gap for datacenter and SMR applications.
Utah-based Nusano has joined the DOE's Nuclear Energy Launch Pad Program to develop a compact, direct-metal HALEU enrichment system. The technology bypasses traditional UF6 conversion, aiming to produce up to 5.9 tons annually from a single modular unit.
Orano's Project IKE enrichment facility in Tennessee has had its license application accepted by the NRC. Meanwhile, the DOE awarded HALEU to NASA to support its nuclear space propulsion program.
The DOE has selected Utah-based Nusano for its Nuclear Energy Launch Pad Program to commercialize a proprietary direct metallization process for HALEU production, aiming to bridge the growing supply-demand gap.
Standard Nuclear has signed new TRISO fuel fabrication agreements with Radiant Nuclear and Antares Nuclear. These contracts secure fuel supply for advanced reactors through 2031 and 2035.
Urenco is expanding its New Mexico facility by 50% and plans commercial-scale HALEU production at Capenhurst by 2031. The company stresses the importance of fuel supply readiness for next-generation reactors.