Centrus Energy has added two more advanced reactor developers to its HALEU customer list, signing a multi-year supply contract with Antares and a long-term partnership with Radiant to supply domestic HALEU for Kaleidos microreactors. The agreements, announced in September 2026, show the company broadening its commercial base beyond a single anchor customer.

Antares signs multi-year HALEU contract

On September 17, 2026, Centrus and Antares signed a multi-year HALEU supply contract. The announcement did not disclose volumes or pricing, but the multi-year structure indicates that Antares is securing fuel for a sustained reactor deployment program rather than a one-off demonstration.

Radiant partnership targets Kaleidos microreactors

Eight days earlier, Centrus and Radiant announced a long-term partnership for domestic HALEU to supply Radiant's Kaleidos microreactors. Centrus said the agreement adds another domestic, U.S.-origin source of HALEU to support commercial and national security deployments of the Kaleidos microreactors.

Centrus said the Radiant agreement adds another domestic, U.S.-origin source of HALEU to support commercial and national security deployments of the Kaleidos microreactors.

The Radiant deal is notable for its national-security framing. HALEU supply for defense-related or export-controlled applications often requires additional safeguards and provenance documentation, and a domestic enrichment source can reduce reliance on foreign suppliers.

Demand signals beyond Aurora

The Antares and Radiant agreements follow Centrus's definitive HALEU contracts with Oklo for the Ohio Aurora campus and its earlier partnership with Radiant. Together, they suggest that advanced reactor developers are moving to lock in fuel supply earlier in project development, even before final investment decisions or construction permits are complete.

For Centrus, the deals contribute to a customer contract and commitment book that has reached $5.4 billion for LEU and HALEU from new capacity. The company is expanding its Piketon, Ohio, plant and installing new centrifuge cascades to serve that demand.

The open question is timing. Centrus has said deliveries under the Oklo contracts will begin in 2029, and the Antares and Radiant agreements will likely depend on the same expansion schedule. If the Piketon build-out slips, those customers could face the same HALEU scarcity that prompted the U.S. government to allocate EBR-II-derived material to Oklo in 2020.

This article was assisted by AI analysis. Please refer to the original source for official information.