Advanced reactors and SMR programs consuming HALEU — TerraPower, X-energy, Kairos, Oklo and fleet demand
Oklo's HALEU-powered Aurora microreactor is on track for a 2028 commercial debut at INL. The company has amassed a 14 GW non-binding order book for its advanced reactors.
Oklo is moving forward with its Aurora Powerhouse microreactor design, securing a letter of intent with Centrus Energy to fulfill its critical HALEU fuel requirements for future deployments.
Antares Nuclear is accelerating its compact microreactor development for critical missions, targeting electricity production in 2027 and military deployments in 2028.
X-energy has signed definitive long-term HALEU enrichment agreements with Centrus Energy to support its Xe-100 advanced SMR program. The secured fuel supply is vital for the company's massive 144-reactor commercial pipeline across the U.S. and U.K.
Centrus Energy and Radiant have finalized a multi-year HALEU supply contract for Radiant's Kaleidos microreactors, with deliveries starting before the end of the decade. The agreement includes crucial prepayments to support Centrus's domestic capacity expansion.
A massive $10 billion investment is planned for the Oak Ridge site to build a comprehensive advanced nuclear supply chain, including enrichment, fuel fabrication, and recycling.
Radiant is developing the 1-megawatt Kaleidos gas-cooled microreactor, designed for remote locations and defense applications. The reactor's unique design requires HALEU to achieve higher power density and a five-year operational core life without refueling.
Radiant Industries has signed a multi-year HALEU supply agreement with Centrus Energy to fuel its Kaleidos microreactors. The deal supports both commercial and national security applications ahead of 2030.
Urenco is building a dedicated HALEU facility in the UK targeting 10 metric tonnes annually, while X-energy secures additional DOE funding to deploy its Xe-100 reactors utilizing TRISO-X fuel.
Centrus Energy and Radiant have signed a multi-year HALEU supply contract to fuel Radiant's transportable Kaleidos microreactors, with deliveries expected by the end of the decade.
The U.S. Army's Janus microreactor program and TerraPower's Natrium reactor highlight the rapidly growing demand for HALEU, prompting significant investments in new production capacities across the U.S. and the UK.
The U.S. Army allocates up to $2.2 billion for the Janus microreactor program, selecting five companies and installations to achieve operational electricity by 2028.