Centrus Energy confirmed on December 1 that its wholly owned subsidiary American Centrifuge Operating signed a contract with the Department of Energy, which was first announced on November 10, to complete and operate a demo-scale high-assay low-enriched uranium (HALEU) gaseous centrifuge cascade.

Whether commercial demand for high-assay low-enriched uranium (HALEU) fuel ultimately falls at the high or low end of divergent forecasts, one thing is certain: the United States is not ready to meet demand, because it currently has no domestic HALEU enrichment capacity. But conversations happening now could help build the commercial HALEU enrichment infrastructure needed to support advanced reactor deployments. At the 2022 American Nuclear Society Winter Meeting, representatives from three potential HALEU enrichers, the government, and industry met to discuss their timelines and challenges during “Got Fuel? Progress Toward Establishing a Domestic US HALEU Supply,” a November 15 executive session cosponsored by the Nuclear Nonproliferation Policy Division and the Fuel Cycle and Waste Management Division.

The Department of Energy announced a cost-shared award on November 10 valued at about $150 million for American Centrifuge Operating, a subsidiary of Centrus Energy, to complete the high-assay low-enriched uranium (HALEU) demonstration project it began in 2019. After delays that Centrus attributes in part to the COVID-19 pandemic, the company now has until the end of 2023 to produce the first 20 kilograms of HALEU enriched to 19.75 percent U-235 from the 16-centrifuge cascade it has installed in a DOE-owned Piketon, Ohio, facility—the only U.S. facility currently licensed to produce HALEU.

X-energy, the Rockville, Md.–based developer of the Xe-100 small modular reactor, announced on December 15 that X-energy Canada has signed a memorandum of understanding with the First Nations Power Authority (FNPA) to look for ways to build “Indigenous capacity” for the future SMR industry in Canada.

Oklo plans to fuel its demonstration microreactor with high-assay low-enriched uranium (HALEU). To secure a source of HALEU for its nth-of-a-kind microreactor, Oklo has signed a nonbinding letter of intent with Centrus Energy to cooperate on the deployment of a HALEU production facility.

Advanced reactor developers see potential markets for reactors in a range of sizes that offer clean, reliable, flexible, and cost-competitive power. Many have reached agreements with suppliers, utilities, and others to support the demonstration and possible deployment of their designs. Nuclear News is following these activities. Read on for updates and check back with Newswire often for more on the Advanced Reactor Marketplace.

Canada has invested Can$20 million in Terrestrial Energy’s 195-MW Integral Molten Salt Reactor through the Ministry of Innovation, Science and Industry, the company announced on October 15. In accepting the investment, Terrestrial Energy, which is based in Oakville, Ontario, has committed to creating and maintaining 186 jobs and creating 52 co-op positions nationally. In addition, Terrestrial Energy is spending at least $91.5 million on research and development. According to the company, the funds will assist with the completion of a key pre-licensing milestone with the Canadian Nuclear Safety Commission.

Two days earlier, Terrestrial Energy USA and Centrus Energy announced that they had signed a memorandum of understanding to evaluate the logistical, regulatory, and transportation requirements to establish a fuel supply for Integral Molten Salt Reactor power plants, which would use standard-assay low-enriched uranium at an enrichment level less than 5 percent.

TerraPower announced on September 15 that it plans to work with Centrus Energy to establish commercial-scale production facilities for the high-assay, low-enriched uranium (HALEU) needed to fuel many advanced reactor designs.

The proposed investment in HALEU fuel fabrication is tied to a TerraPower-led submittal to the Department of Energy’s Advanced Reactor Demonstration Program (ARDP), which was created to support the deployment of two first-of-a-kind advanced reactor designs within five to seven years. TerraPower would like one of those designs to be Natrium, the 345-MWe sodium fast reactor that it has developed with GE Hitachi Nuclear Energy.

Advanced reactor cores are being designed for higher efficiencies and longer lifetimes, but to get there, they need high-assay low-enriched uranium (HALEU).

Enriched to between 5 and 19.75 percent fissile U-235, HALEU is packed with nuclear potential. It can be used as a feedstock for the demonstration of new fuel designs, from uranium alloys to ceramic pellets and liquid fuels. Those fuels can enable advanced reactor and microreactor demonstrations. Operating light-water reactors could potentially transition to HALEU uranium oxide fuels for extended operating cycles and improved plant economics.