Recent years have seen growing global interest in nuclear energy and rising confidence in the sector. For the first time since the early 2000s, there is renewed optimism about the industry’s future. This change is driven by several major factors: geopolitical developments that highlight the need for secure energy supplies, a stronger focus on resilient energy systems, national commitments to decarbonization, and rising demand for clean and reliable electricity.

American enrichment start-up General Matter is to export nuclear fuel to Japan and South Korea, backed by up to $4.2 billion in potential debt financing from the Export-Import Bank of the United States (EXIM).

The nuclear space is full of companies eager to power new AI development. At the same time, many AI companies want to provide services to the nuclear industry. It should come as no surprise, then, that two new partnerships have recently been announced that further bridge the AI and nuclear sectors.

AtkinsRéalis has announced a partnership with Nvidia that aims to leverage Nvidia’s technologies to deploy “nuclear-powered, large-scale AI factories.” Centrus Energy has announced a partnership with Palantir Technologies to use Palantir’s software in support of Centrus’s plans to expand enrichment capacity.

A newly announced potential joint venture between reactor and fuel-recycling developer Oklo and uranium enricher Centrus Energy could be coming to Ohio. The two companies have agreed to pursue discussions on jointly establishing deconversion services for high-assay low-enriched uranium and other fuel-cycle technologies at Centrus’s uranium enrichment plant in Piketon, Ohio, which is adjacent to Oklo's proposed 1.2-GW power campus. That campus, which has been targeted to be on line by 2030, will use Oklo’s Aurora Powerhouse microreactor to support data centers for Meta.

Nuclear Transport Solutions and Westinghouse have signed a strategic agreement to codevelop NTS’s Pegasus—a transport package for high-assay, low-enriched uranium fuel.

The companies signed the agreement at the British Embassy in Washington, D.C., on January 22, taking what Westinghouse called “an important step in making HALEU available to enable advanced nuclear energy in the U.S. and UK.”

On January 16, Tenn. Gov. Bill Lee, Deputy Gov. Stuart McWhorter, and officials from Laser Isotope Separation Technologies announced the company’s plans to expand in Oak Ridge, Tenn. That expansion will come with a $1.38 billion investment from LIS Technologies for what the company says will be the first commercial laser uranium enrichment plant in the United States.

Yesterday, the Department of Energy announced that three enrichment services companies have been awarded task orders worth $900 million each. Those task orders were given to American Centrifuge Operating (a Centrus Energy subsidiary) and General Matter, both of which will develop domestic HALEU enrichment capacity, along with Orano Federal Services, which will build domestic LEU enrichment capacity.

The DOE also announced that it has awarded Global Laser Enrichment an additional $28 million to continue advancing next generation enrichment technology.

The American Nuclear Society recently announced the designation of three new nuclear historic landmarks: the Hot Fuel Examination Facility, the Neely Nuclear Research Center, and the Oak Ridge Gaseous Diffusion Plant K-25. Today’s article, the final offering in a three-part series, will focus on the historical significance of the Oak Ridge Gaseous Diffusion Plant K-25.

President Trump is in Japan today, with a visit with new Prime Minister Sanae Takaichi on the agenda. Takaichi, who took office just last week as Japan’s first female prime minister, has already spoken in favor of nuclear energy and of accelerating the restart of Japan’s long-shuttered power reactors, as Reuters and others have reported. Much of the uranium to power those reactors will be enriched at Japan’s lone enrichment facility—part of Japan Nuclear Fuel Ltd.’s Rokkasho fuel complex—which accepted its first delivery of fresh uranium hexafluoride (UF₆) in 11 years earlier this month.

The Nuclear Regulatory Commission has authorized Urenco USA to enrich uranium up to 10 percent U-235 following changes to plant systems and procedures and an operational readiness review. The company announced the news today, two days after the NRC issued its authorization on September 30 and said that all existing and future cascades at its Eunice, N.M., enrichment facility will be licensed to produce both low-enriched uranium, typically enriched to 5 percent fissile U-235, and LEU+, between 5 and 10 percent U-235.

Jennifer Wheeler

In this new era of nuclear, the word “scalable” can mean many different things. From new advanced reactor designs that can meet the diverse needs of big power users like hyperscalers to industrial process heat applications, and from remote rural communities to new fuel cycle facilities (conversion, enrichment, deconversion, fuel fabrication), there is much to consider when predicting and meeting developing demand signals.

The biggest challenge in scaling fuel fabrication is recognizing that scaling applies to much more than taking the specific process equipment used to manufacture fuel products from pilot scale to commercial scale to nth-of-a-kind scale. For a first-of-a-kind fuel facility where there is no available reference facility to use as a basis, there is a delicate balance—and often an iterative dance—between fuel demand, right-sizing the facility, and project financing. Let’s focus on three major areas: factory throughput, staffing, and space.

The Department of Energy’s National Nuclear Security Administration has awarded BWX Technologies a contract valued at $1.5 billion to build a Domestic Uranium Enrichment Centrifuge Experiment (DUECE) pilot plant in Tennessee in support of the administration’s efforts to build out a domestic supply of unobligated enriched uranium for defense-related nuclear fuel.

As part of its environmental review of Global Laser Enrichment’s planned Paducah Laser Enrichment Facility (PLEF) in Kentucky, the Nuclear Regulatory Commission announced it will conduct a scoping process ahead of preparing an environmental impact statement for GLE’s license application. Announced in the September 5 Federal Register, the NRC is seeking written comments on the scope of the EIS until October 6.

The Department of Energy's Office of Nuclear Energy is setting up a nuclear fuel Defense Production Act Consortium that will seek voluntary agreements with interested companies “to increase fuel availability, provide more access to reliable power, and end America’s reliance on foreign sources of enriched uranium and critical materials needed to power the nation’s nuclear renaissance.” According to an August 22 DOE press release, the plan invokes the Defense Production Act (DPA) to give consortium members “defense from antitrust laws when certain criteria are met” and “allow industry consultation to develop plans of action.” DOE-NE is looking for interested companies to join the consortium ahead of its first meeting, scheduled for October 14.

The Department of Energy’s Office of Environmental Management announced it has signed a lease with General Matter for the reuse of a 100-acre parcel of federal land at the former Paducah Gaseous Diffusion Plant in Kentucky for a new private-sector domestic uranium enrichment facility.

The Department of Energy has announced a program to accelerate nuclear fuel fabrication for new test reactors. The Fuel Line Pilot Program would see the DOE approve facilities developed by U.S. companies to produce the fuel needed for test reactors the DOE expects to authorize under the Reactor Pilot Program announced in June. Like the reactors they’re meant to fuel, the fabrication facilities would be built on sites outside the DOE’s national laboratories but authorized by the DOE under “a fast-tracked approach to enable future commercial licensing activities for potential applicants.”

Global Laser Enrichment announced that it has submitted its safety analysis report to the Nuclear Regulatory Commission for the planned Paducah Laser Enrichment Facility (PLEF). This follows GLE’s December 2024 submission of the plant’s environmental report, now completing GLE’s full license application for NRC review.

Centrus Energy has secured a contract extension from the Department of Energy to continue—for one year—its ongoing high-assay low-enriched uranium (HALEU) production at the American Centrifuge Plant in Piketon, Ohio, at an annual rate of 900 kilograms of HALEU UF₆. That's the same amount of HALEU—900 kg—that the company today announced it has delivered to the DOE, completing Phase II of its contract. According to Centrus, the contract extension, which allows the company to begin Phase III, is valued at about $110 million through June 30, 2026.

ASP Isotopes Inc. announced on May 19 that it now has conditional commitments from TerraPower for a loan that could partially finance a new uranium enrichment facility in South Africa. The companies have also reached a supply agreement for high-assay low-enriched uranium from the proposed facility that, according to ASP, “supports the supply of HALEU for the first fuel core for TerraPower’s Natrium Plant in Wyoming and contemplates the supply of HALEU over a 10-year period.”

Urenco USA has initiated production of enriched uranium in its newest gas centrifuge enrichment cascade—the first in a planned expansion of its Eunice, N.M., facility announced in July 2023. When the expansion is complete, early in 2027, the site will have increased its capacity by about 15 percent, adding about 700,000 separative work units (SWU) per year, the company said May 19.