Oklo announced that it has signed a memorandum of understanding with Standard Nuclear to explore commercial collaboration on nuclear fuel recycling and advanced fuel manufacturing. According to Oklo, the collaboration with TRISO fuel fabricator Standard Nuclear represents the company’s first third-party offtake pathway for recycled nuclear materials, including surplus U.S. plutonium.

Molten salt reactor developer Natura Resources announced that it has entered into a formal agreement with New York–based start-up Quadrant Nuclear Industries to receive high-assay low-enriched uranium for Natura’s commercial reactor systems.

Officials with the Department of Energy’s Office of Environmental Management discussed spent nuclear fuel recycling and conditioning with counterparts from Japan during the 13th U.S.-Japan Technical Meeting of the Civil Nuclear Energy Research and Development Working Group, held recently in Santa Fe, N.M.

Nuclear power currently appears to have the wind at its back, with growing demand for clean, reliable energy from industry (think data centers) and strong political support for new projects. But getting there still will require a lot of pieces to yet fall into place. It is, as American Nuclear Society CEO Craig Piercy said, a “chicken and egg” problem: Which comes first, the fuel to supply new reactors or the reactors that will create a demand for new fuel?

Washington, D.C.-based Curio announced yesterday that it has submitted a letter of intent to the Nuclear Regulatory Commission to establish a docket for preapplication engagement activities and ultimately the submittal and review of a license application to operate a spent nuclear fuel recycling production facility.

Once a docket is established, Curio will develop a license application to meet all applicable regulations for a nuclear fuel recycling facility under 10 CFR Part 70.

Nuclear start-ups Oklo and Flibe Energy both announced this week that they have been selected by the Department of Energy for advanced negotiations under the department’s Surplus Plutonium Utilization Program, which aims to make surplus U.S. plutonium available to the nuclear industry for advanced reactor fuels.

According to multiple reports, three other companies—Exodys Energy, Shine Technologies, and Standard Nuclear—have also been selected for advanced negotiations under the program, which is being led by the DOE’s Office of Nuclear Energy.

The Department of Energy’s National Nuclear Security Administration announced last week that it has transferred 1.7 metric tons of high-assay low-enriched uranium from Japan to the United States.

Framatome announced this week that its nuclear fuel manufacturing facility in Richland, Wash., has received Nuclear Regulatory Commission approval for a license amendment supporting fabrication of nuclear fuel with enrichment levels above 5 percent uranium-235, with manufacturing scheduled to begin in 2027.

Ur-Energy Inc. announced last week that it has begun in situ recovery (ISR) operations at its Shirley Basin uranium mining site in central Wyoming.

The company, which also operates the Lost Creek ISR project in south-central Wyoming, decided to begin construction at Shirley Basin after making a “go” decision in March 2024. It has said that the combined total annual licensed production and toll processing capacity of Lost Creek and Shirley Basin is 4.2 million pounds U₃O₈.

The U.S Department of Energy’s Office of Nuclear Energy, through its Defense Production Act (DPA) Nuclear Fuel Cycle Consortium, has begun a new initiative aimed at securing the nation’s nuclear fuel supply chain.

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 Department of Energy is set to expand on its Reactor Pilot Program and Fuel Line Pilot Program by introducing the Nuclear Energy Launch Pad, a DOE-led program to integrate the authorization, testing, and operation of reactors and fuel facilities from private nuclear developers. Furthermore, it will include two pathways—Launch Pad INL and Launch Pad USA—with options to access Idaho National Laboratory land or other sites around the nation.

The DOE plans to transition future pilot program applicants to the new Launch Pad model. Application requirements and review criteria will mirror those used in the reactor and fuel line pilot programs, and projects already in those programs will transition to Launch Pad with no need to reapply.

Over the past two weeks, Argonne National Laboratory has announced numerous significant advancements being made by its staff to push forward nuclear fuels and materials research. Those announcements include the opening of the new Activated Materials Lab, the development of a new measurement technique, and the application of new artificial intelligence tools.

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.”

The International Atomic Energy Agency is inviting young professionals under 35 years of age to submit essays on innovations in the nuclear fuel supply chain, covering topics from uranium exploration to the recycling of spent nuclear fuel.

Advanced reactor developer X-energy has announced that it has closed an oversubscribed Series D financing round of approximately $700 million. The funding proceeds are expected to be used to help continue the expansion of its supply chain and the commercial pipeline for its Xe-100 advanced small modular reactor and TRISO-X fuel, according the company.

The Department of Energy’s Office of Nuclear Energy is requesting comments on a draft voluntary agreement for the Nuclear Fuel Cycle Defense Production Act (DPA) Consortium, with a short deadline of November 24 for comments.

Notice of the request for comments, along with the text of the draft voluntary agreement, was published in the November 17 Federal Register.

Due to the days lost to the government shutdown, the Nuclear Regulatory Commission has extended the public comment period for a draft environmental impact statement for the TX-1 advanced nuclear fuel fabrication facility being built in Oak Ridge, Tenn.

Small modular reactor developer X-energy and its subsidiary TRISO-X announced yesterday the start of aboveground construction for its TX-1 advanced nuclear fuel fabrication facility in Oak Ridge, Tenn.  The first-in-the-nation facility will be the first of two Oak Ridge facilities built to manufacture the company’s TRISO fuel for use in its Xe-100 SMR.