High-assay low-enriched uranium intelligence — updated daily.
The U.S. government and domestic firms like Centrus Energy are prioritizing the production of unobligated HALEU to support national security applications. This initiative relies on U.S.-origin technology and domestic supply chains to bypass international fuel restrictions.
Radiant is developing the 1-megawatt Kaleidos gas-cooled microreactor, designed for remote locations and defense applications. The reactor's unique design requires HALEU to achieve higher power density and a five-year operational core life without refueling.
Centrus Energy is expanding its Piketon, Ohio facility following a $900 million DOE task order to achieve commercial-scale HALEU production. The company is also leveraging its AC100 centrifuge design to deliver deployment-ready U.S.-origin enrichment technology.
Centrus Energy has raised approximately $500 million through a public offering of stock and warrants to fund technology investments and acquisitions. However, a new long-term fuel deal with Radiant Industries caused a dip in the company's stock due to the structure of contract prepayments.
Urenco plans a 50% capacity expansion at its US enrichment facility, while Uranium Energy Corp develops critical conversion capabilities to supply hexafluoride gas.
The global uranium enrichment market is projected to reach $22.16 billion by 2030, with HALEU demand growing significantly faster than the conventional segment.
The US Department of Energy has awarded approximately $2.7 billion in contracts to expand domestic enrichment capacity. The initiative aims to secure both LEU and HALEU supply chains for national security.
Centrus Energy has announced a $500 million equity offering to fund the expansion of its HALEU enrichment capacity. The move reduces reliance on government allocations and accelerates commercial production.
Radiant Industries has signed a multi-year HALEU supply agreement with Centrus Energy to fuel its Kaleidos microreactors. The deal supports both commercial and national security applications ahead of 2030.
Urenco is building a dedicated HALEU facility in the UK targeting 10 metric tonnes annually, while X-energy secures additional DOE funding to deploy its Xe-100 reactors utilizing TRISO-X fuel.
The HALEU and advanced nuclear fuel market is estimated at $500 million in 2025 and is projected to reach over $12 billion by 2035, driven by the rapid deployment of Small Modular Reactors.
The U.S. Department of Energy has awarded approximately $2.7 billion in contracts to expand domestic HALEU and LEU enrichment capacity, alongside initiatives to establish a domestic fuel bank from federal stockpiles.