Urenco USA has highlighted the completion of a successful year of advancing nuclear fuel supply in the U.S. by achieving two new milestones this month: The first production of enriched uranium above 5 percent uranium-235, and the startup of the company’s next cascade of centrifuges as part of its capacity installation program.

Five companies are the recipients of Department of Energy awards to support the development, modification, and licensing of transportation packages for high-assay low-enriched uranium (HALEU) fuel. HALEU, which is enriched between 5 percent and 20 percent, is the type of fuel required for the operation of many of the small advanced nuclear reactors that are being designed and developed by U.S. companies.

Advanced nuclear energy start-up Antares has announced the close of a $96 million Series B funding round, led by Shine Capital with participation from Alt Capital, Caffeinated, FiftyThree Stations, Industrious, and other investors. The round raised $71 million in new equity capital and $25 million in debt for equipment, factory build-out, and uranium procurement.

The Department of Energy’s Idaho Operations Office has approved the Nuclear Safety Design Agreement (NSDA) for Oklo Inc.’s Aurora Fuel Fabrication Facility (A3F) at Idaho National Laboratory. The A3F is being built to fabricate fuel assemblies for Oklo’s Aurora Powerhouse, a liquid metal–cooled, metal-fueled fast reactor with a maximum power of 75 MWe.

Idaho National Laboratory is playing a key role in helping the U.S. Department of Energy meet near-­term needs by recovering HALEU from federal inventories, providing critical support to help lay the foundation for a future commercial HALEU supply chain. INL also supports coordination of broader DOE efforts, from material recovery at the Savannah River Site in South Carolina to commercial enrichment initiatives.

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.

As the only Department of Energy Office of Environmental Management–sponsored national lab, Savannah River National Laboratory has a history deeply rooted in environmental stewardship efforts such as nuclear material processing and disposition technologies. SRNL’s demonstrated expertise is now being leveraged to solve nuclear fuel supply -chain obstacles by providing a source of high-assay low-enriched uranium fuel for advanced reactors.

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.

The Department of Energy has fast-tracked its selections for the Fuel Line Pilot Program. Four companies—Oklo, Terrestrial Energy, TRISO-X, and Valar Atomics—were named September 30 as “conditional selections” for a “fast-track approach to commercial licensing,” bringing the total to five. The first company conditionally chosen for a DOE-authorized fuel fabrication facility—Standard Nuclear—was named less than three weeks after the program opened to applicants in July.

Centrus Energy announced a plan yesterday to add 300 new jobs at Centrus’s uranium enrichment plant in Piketon, Ohio, “in advance of federal funding decisions.” The company envisions adding capacity for both low-enriched uranium and high-assay low-enriched uranium production at its American Centrifuge Plant, but the “size and scope” of public and private investment is “subject to being selected for funding by the U.S. Department of Energy.”

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.

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).

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.

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.”

The National Reactor Innovation Center is accepting applications from developers ready to take a fueled microreactor to criticality inside the former Experimental Breeder Reactor-II containment building at Idaho National Laboratory, now repurposed as DOME—a microreactor test bed. According to a Department of Energy announcement, DOME will be ready to receive the first experimental reactor in the fall of 2026, with testing likely to begin in 2027.

Los Alamos National Laboratory recently performed a series of customized criticality experiments to obtain data that will support the transportation of HALEU TRISO fuel, the Department of Energy announced April 21.

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.