High-assay low-enriched uranium intelligence — updated daily.
Multiple advanced reactor developers, including X-energy, Antares Nuclear, and Radiant, have secured definitive HALEU supply agreements with Centrus Energy, validating the accelerating commercial demand for next-generation fuel.
Triso-X has completed the building envelope for its TX-1 advanced nuclear fuel facility in Tennessee, following the receipt of a 40-year NRC license to manufacture HALEU-based TRISO fuel.
Centrus Energy is raising $500 million through an equity offering to bridge a reported $3 billion funding gap created by the exclusion of HALEU funding in the FY2027 federal budget.
South Korea is evaluating options to procure HALEU for its domestic nuclear submarine program, raising complex questions regarding US-ROK policy agreements and IAEA safeguards.
The White House's plan to quadruple U.S. nuclear capacity by 2050 to power AI data centers is accelerating the demand for HALEU. With the DOE forecasting domestic demand to reach 50 metric tons annually, advanced reactor designs are pushing the limits of current enrichment bottlenecks.
The U.S. Department of Energy has selected Nusano's direct metalization HALEU platform for the Nuclear Energy Launch Pad Program to accelerate advanced nuclear technologies. This follows recent GAO reports analyzing federal uranium supply efforts and DOE warnings regarding domestic shortages.
Centrus Energy has finalized a $900 million production contract with the DOE to expand HALEU enrichment capabilities at its Piketon facility. The company also announced a $500 million equity raise and signed definitive supply contracts with Radiant and Antares Nuclear.
Silex Systems and Cameco Corp. have finalized an offtake agreement making Cameco the exclusive buyer and seller of all uranium products from the planned Paducah Laser Enrichment Facility. The Kentucky plant will utilize SILEX laser technology to produce HALEU and LEU.
TRISO-X has reached a significant construction milestone for its TX-1 facility in Tennessee, marking the first commercial HALEU fuel fabrication plant built in the U.S. in over 50 years. Backed by Amazon's $500 million investment, the plant will produce TRISO fuel for X-energy's Xe-100 reactors.
The US DOE is providing massive subsidies to domestic enrichment companies to achieve fuel independence. Meanwhile, SMR developers face significant NRC regulatory hurdles, and GAO reports assess the national security need for unobligated HALEU.
Next-generation Small Modular Reactors require HALEU to reduce size and extend fuel cycles. Industry partners and INL are collaborating to test new TRISO fuel varieties to support these advanced reactor designs.
Framatome has signed the world's first commercial contract to supply a US reactor with nuclear fuel enriched above 5%, reaching up to 10%. The fuel will be manufactured at its newly modernized Richland facility following NRC approval.