High-assay low-enriched uranium intelligence — updated daily.
The US Nuclear Regulatory Commission has approved the Standard Practice Procedures Plan for LIS Technologies' Oak Ridge facility, covering the proprietary CRISLA-4G laser enrichment process. This regulatory milestone advances the company's efforts to secure a reliable domestic HALEU supply.
Franco-Dutch startup Thorizon and enrichment giant Urenco have signed an MOU to explore a strategic partnership for the advanced nuclear fuel cycle. The collaboration focuses on supplying HALEU in molten salt form for Thorizon's next-generation small modular reactor.
ASP Isotopes' subsidiary Quantum Leap Energy and South Africa's Necsa have signed a binding agreement to develop a commercial-scale HALEU production facility at the Pelindaba site. The joint venture also secures an offtake agreement with TerraPower for the advanced reactor developer's fuel needs.
Thorizon and Urenco have signed a non-binding MoU to explore uranium enrichment and HALEU supply for the Thorizon One molten salt reactor in the Netherlands, targeting first delivery in 2034.
General Matter has submitted a license application to the NRC for a new commercial uranium enrichment facility in Kentucky, while Centrus secured a $900 million task order to produce 12 tonnes of HALEU annually by 2029.
Kairos Power has opened a new automated facility for fuel pebble inspections in New Mexico, while X-Energy completed the building for its TRISO-X fuel facility in Tennessee, advancing domestic HALEU fuel manufacturing.
Urenco USA has commenced production at its sixth gas centrifuge cascade in New Mexico, marking 75% completion of its near-term expansion. This move is part of a broader Western effort to decouple from Russian-sourced enriched uranium.
The advanced nuclear industry faces a critical stalemate as HALEU suppliers hesitate to invest without long-term contracts, while reactor developers struggle to secure financing without guaranteed fuel. This bottleneck threatens the deployment of next-generation reactors needed for AI and data centers.
The global uranium enrichment market is projected to reach nearly $40 billion by 2035, driven by major capacity expansions from Urenco and strong financial performance from Centrus Energy.
X-Energy's nuclear fuel subsidiary has completed the vertical construction of its first advanced TRISO fuel fabrication facility in Oak Ridge, Tennessee.
The deployment of advanced microreactors and space-nuclear missions is accelerating HALEU demand, prompting strategic partnerships and conditional allocations from the DOE.
Centrus Energy continues to expand its HALEU production capabilities in Ohio and Tennessee, while the NRC recently terminated its legacy Lead Cascade Facility license.