International Collaboration on Molten Salt Reactor Fuel
The advanced reactor sector is witnessing significant international collaboration as molten salt reactor (MSR) developer Thorizon and European enrichment giant Urenco signed a memorandum of understanding to explore cooperation on the molten salt fuel supply chain. This partnership comes at a crucial time, with over 80 Small Modular Reactor (SMR) designs in various stages of progress worldwide, including dozens of Advanced SMRs that require HALEU fuel.
Under the agreement, the companies will explore Urenco's potential role in providing enrichment services for Thorizon’s innovative reactor technology. Thorizon plans to deliver its first Thorizon One 100 MWe MSR at Borssele in the Netherlands by 2034. This advanced reactor will require HALEU (up to 20% U-235) in a specialized molten salt form as fuel, presenting unique challenges and opportunities for the fuel cycle.
Urenco's Advanced Fuels Facility and Depleted Uranium Utilization
Simultaneously, Urenco is aggressively expanding its own enrichment capacity to meet the growing demand for next-generation fuels. The company is advancing into advanced fuels for next-generation reactors, including LEU+ and HALEU. Its Advanced Fuels Facility at Capenhurst in the UK is expected to begin producing HALEU from 2031, aligning perfectly with the deployment timelines of advanced reactor developers like Thorizon.
Beyond standard HALEU production, the cooperation will also explore opportunities to improve uranium utilization across the fuel cycle. A notable area of investigation is the potential for Thorizon's molten salt technology to utilize depleted uranium—a byproduct of uranium enrichment—as fuel for future advanced reactors. This could significantly enhance the sustainability and economics of the nuclear fuel cycle by turning a waste product into a valuable energy resource.
As the global demand for HALEU accelerates, partnerships between reactor developers and enrichment providers are essential to ensure that fuel supply chains are established well ahead of first-of-a-kind commercial deployments.
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