The journey of the U.S. fuel cycle

October 14, 2025, 7:01AMNuclear NewsCraig Piercy

Craig Piercy
cpiercy@ans.org

While most big journeys begin with a clear objective, they rarely start with an exact knowledge of the route. When commissioning the Lewis and Clark expedition in 1803, President Thomas Jefferson didn’t provide specific “turn right at the big mountain” directions to the Corps of Discovery. He gave goal-oriented instructions: explore the Missouri River, find its source, search for a transcontinental water route to the Pacific, and build scientific and cultural knowledge along the way.

Jefferson left it up to Lewis and Clark to turn his broad, geopolitically motivated guidance into gritty reality.

Similarly, U.S. nuclear policy has begun a journey toward closing the U.S. nuclear fuel cycle. There is a clear signal of support for recycling from the Trump administration, along with growing bipartisan excitement in Congress. Yet the precise path remains unclear.

Studies show that the costs of recycling are higher than direct disposal. Recycling only makes economic sense if the “credits” add up, the credits being the combined value of the reclaimed fissile and fertile material for reuse in reactors and any savings in disposal costs created by reducing the volume, heat load, and half-lives of the remaining waste.

For light water reactor fuel, the numbers still don’t look good, but the advent of HALEU fuel forms could tip the scales, as demonstrated most recently by Oklo’s announcement to build a nuclear fuel recycling facility in Tennessee.

Some in the industry still advocate for a large government program to recycle the current U.S. inventory of spent LWR fuel. However, we would need to pass comprehensive legislation in a debt-ridden and gridlocked Washington that taps the Nuclear Waste Fund to build multi-billion-dollar, DOE-owned, contractor-operated facilities, based on a wild guesstimate about uranium prices 20 years from now.

An “innovation-based approach” to recycling holds much more promise: Rather than engineering the whole cradle-to-grave system at once, take it a step at a time. Fund accelerated R&D for commercial recycling techniques tailored to the likeliest fuel forms. Get the safeguards right using modern tech. Update 40 CFR Part 191, which sets the safety criteria for geologic repositories to include different waste forms and packages and technologies like deep boreholes. While we’re at it, we might as well acknowledge the need for a second repository, given the ongoing stalemate over Yucca.

Here’s an idea: Position the second repository specifically for recycling byproducts with shorter half-lives.

The ultimate goal is to establish some “reality-based pricing” for a range of waste disposal options. Only then can private companies assess the complex technological and economic calculus of building commercial-scale recycling facilities and ultimately move forward. If that takes a decade or two, so be it.

Nearly everyone I know in the nuclear community thinks we will be recycling sometime in the next century, yet no one knows which of the advanced reactor designs (and their fuel forms) will gain commercial traction. So much of this nuclear resurgence has yet to play out.

But in the meantime, let’s not let worries over a couple of volumetric Super Walmarts’ worth of used nuclear fuel force us into bad decisions. Let’s paddle up the Missouri first before we start arguing over our route through the Bitterroots.

We still have a long way to go.


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