High-assay low-enriched uranium intelligence — updated daily.
TRISO-X has completed the vertical construction of its TX-1 advanced TRISO fuel fabrication facility in Oak Ridge, Tennessee. The 214,000-square-foot plant will produce up to 700,000 TRISO fuel pebbles annually to support X-energy's Xe-100 SMRs.
Framatome has signed a contract to deliver the world's first commercial nuclear fuel reload with enrichment above 5% to a US reactor. This LEU+ milestone establishes critical commercial and regulatory precedents for the broader HALEU supply chain.
X-energy's Xe-100 advanced small modular reactors are securing major commercial customers, including Dow, Amazon, and Centrica. The upcoming TX-1 fuel plant will provide the necessary HALEU TRISO fuel to power this growing fleet of next-generation reactors.
Following a $900 million DOE award, Centrus Energy and General Matter are pursuing vastly different strategies to build US HALEU enrichment capacity. While Centrus leverages its current NRC license for steady scaling, General Matter aims for massive initial throughput.
The US Department of Energy has awarded $900 million each to Centrus Energy, General Matter, and Orano to rapidly expand domestic uranium enrichment capacity. This aggressive funding push is driven by the impending expiration of US waivers for Russian enriched uranium imports in early 2028.
X-energy has completed the main structure of the TX-1 advanced nuclear fuel manufacturing facility in Tennessee, marking the first of its kind built in the US in over 50 years. The facility will produce TRISO fuel pebbles for next-generation advanced reactors.
Framatome has signed the world's first commercial contract to deliver nuclear fuel reloads with uranium-235 enrichment above the 5% standard to an operating US reactor, signaling growing demand for higher assay fuels.
The HALEU market is accelerating with new offtake agreements, including multi-year contracts between Centrus and Antares, and an exclusive deal for Cameco to purchase all future production from GLE's laser enrichment plant.
X-energy's subsidiary TRISO-X has completed vertical construction of the TX-1 fuel facility in Oak Ridge and received the first US Category 2 HALEU fuel fabrication license from the NRC.
General Matter and Centrus Energy each received $900 million from the DOE, but their proposed HALEU production capacities differ by a factor of nearly 30. This disparity highlights divergent strategies in scaling US enrichment.
The US Department of Energy has awarded $2.7 billion to Centrus Energy, General Matter, and Orano to accelerate domestic uranium enrichment. This massive investment aims to secure the supply chain before the 2028 expiration of Russian uranium import waivers.
While Russia and China currently dominate global HALEU production capacity, the US and Europe are aggressively developing domestic enrichment facilities to secure fuel for next-generation SMRs.