The Department of Energy made conditional commitments yesterday to provide high-assay low-enriched uranium to three companies: reactor developer Antares Nuclear; fuel fabricator Standard Nuclear; and Natura Resources, which is backing Abilene Christian University’s development of a small Molten Salt Research Reactor and pursuing a commercial reactor design of its own. Following a contracting process, some of the companies “could receive their HALEU later this year.”

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 Nuclear Regulatory Commission and the Department of Energy will hold a webinar on August 27 from 1:00 p.m. to 4:00 p.m. (EDT) to discuss commercial-scale facility and transportation criticality analyses for the high-assay low-enriched uranium fuel cycle.

Those interested in attending the workshop can register using this link.

Eleven high-burnup fuel rods manufactured by Global Nuclear Fuel have been delivered to Pacific Northwest National Laboratory for a battery of destructive tests. PNNL’s evaluation will provide GNF and the Department of Energy with information about the performance of the fuel, which—like other fuels developed through the DOE’s Accident Tolerant Fuel program— was engineered to handle longer operating cycles, improve fuel cycle economics, and support power uprates for existing light water reactors.

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.

From 2003 to 2011, staff at the Department of Energy’s Savannah River Site downblended high-enriched uranium in the site’s H Canyon, producing over 300 metric tons (MT) of low-enriched uranium that was fabricated into fuel. The facility has since been idled, but downblending could soon begin again—this time to high-assay low-enriched uranium (HALEU).

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.”

An article in the OECD Nuclear Energy Agency’s July news bulletin noted that a first test has been completed for the High Burnup Experiments in Reactivity Initiated Accident (HERA) project. The project aim is to understand the performance of light water reactor fuel at high burnup under reactivity-initiated accidents (RIA).

Shine Technologies has been developing fusion-adjacent technologies in Janesville, Wis., including nuclear fuel recycling, since its founding in 2005. Standard Nuclear of Oak Ridge, Tenn., was formed just last year but holds a TRISO fuel production technology backed by years of research and development since it acquired Ultra Safe Nuclear’s fuel manufacturing assets after that company’s bankruptcy in October 2024. Now, Shine and Standard Nuclear have announced plans to work together on a “strategic partnership to advance nuclear fuel recycling and U.S. fuel security.”

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.

Ensuring energy resilience for our nation is on the minds of leaders and citizens alike. Advances in nuclear power technologies are increasing needs within the nuclear industry supply chain. Savannah River National Laboratory’s decades of experience in nuclear materials processing makes the lab uniquely qualified to meet the current and future challenges of the nuclear fuel cycle.

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.

Ur-Energy Inc. has secured approval from the Wyoming Department of Environmental Quality’s Land Quality Division to construct and operate up to six additional mine units at its Lost Creek in situ uranium mine in south-central Wyoming. With that late April approval in hand, “we await only final concurrence and approval of the related aquifer exemption from the U.S. Environmental Protection Agency,” the company said. That approval was granted just three days later, on May 1, but Ur-Energy doesn’t plan to expand Lost Creek for “several years.”

Global Laser Enrichment has commenced uranium enrichment demonstration testing at its test loop pilot facility at the company’s headquarters in Wilmington, N.C. The technology readiness level-6 testing program is expected to be a pivotal validation of large-scale enrichment performance under operationally relevant conditions, according to the company.

The University of Illinois at Urbana-Champaign Nuclear Plasma and Radiation Engineering (NPRE) Department announced yesterday that the Nuclear Regulatory Commission has approved a fuel qualification methodology topical report for the high-temperature gas-cooled reactor the university wants to construct. The topical report was prepared by Ultra Safe Nuclear and submitted by UIUC to the NRC in March 2024. It describes the fuel that would be used in the microreactor that UIUC plans to host—initially containing uranium enriched to 9.9 percent U-235—and how it would be tested. The NRC issued its approval and a final safety evaluation on April 1.

Framatome announced that it has inaugurated a new workshop dedicated to the fabrication of fuel for research reactors and targets for medical isotopes at the company’s Romans-sur-Isère site in France. The workshops are part of Framatome’s CERCA division, which manufactures fuel and irradiation targets for research reactors.

BWX Technologies Inc. has purchased about 97 acres of land in an Oak Ridge, Tenn., industrial park where the company expects to build a uranium enrichment facility using a technology called DUECE, or, Domestic Uranium Enrichment Centrifuge Experiment. DUECE was developed at Oak Ridge National Laboratory to provide enriched uranium for the Department of Energy’s National Nuclear Security Administration, and BWXT is several months into a yearlong engineering study to evaluate options for deploying a centrifuge pilot plant using DUECE.

Servis

Scientists at Argonne National Laboratory are investigating a used nuclear fuel recycling technology that could lead to a scaled-down and more efficient approach to metal recovery, according to a recent news article from the lab. The research, led by Argonne radiochemist Anna Servis with funding from the Department of Energy’s Advanced Research Projects Agency–Energy (ARPA-E), could have an impact beyond the nuclear fuel cycle and improve other high-value metal processing, such as rare earth recovery, according to Argonne.

The research: Servis’s work is being carried out under ARPA-E’s CURIE (Converting UNF Radioisotopes Into Energy) program. The specific project—Radioisotope Capture Intensification Using Rotating Packed Bed Contactors—started in 2023 and is scheduled to end in January 2026.

U.S. uranium production increased throughout 2024, with more growth planned in 2025. The producers who can make that happen, however, were burned before by a “renaissance” that didn’t take off. Now they are watching and waiting for signals from Washington, D.C., including the impacts of tariffs, shifting relationships with global uranium producers, and funding for the enrichment task orders designed to boost demand for U.S. uranium.