Advanced reactors and SMR programs consuming HALEU — TerraPower, X-energy, Kairos, Oklo and fleet demand
Radiant has partnered with Centrus Energy to secure a domestic HALEU supply chain for its Kaleidos microreactors, featuring a five-year refueling cycle.
NANO Nuclear Energy and Enveniam have signed an MOU to collaborate on HALEU transportation, microreactor deployment, and domestic fuel supply. The partnership aims to commercialize advanced microreactors for energy-intensive applications.
Multiple advanced reactor developers, including Antares Nuclear, Valar Atomics, Oklo, and Deployable Energy, have achieved zero-power fuelled criticality. These milestones were supported by the DOE's Nuclear Energy Launch Pad initiative.
Driven by the explosive electricity demand from AI and data centers, companies like X-Energy and Oklo are developing advanced small modular reactors and fuel recycling services to meet commercial-scale energy needs.
Global HALEU production shortages and exorbitant costs are delaying advanced nuclear projects like TerraPower's Natrium reactor. Consequently, some SMR developers are redesigning their cores to use standard low-enriched uranium.