The Government Accountability Office has released a report to Congress titled “Nuclear Fuel: Actions Needed to Enhance Cost Reporting and Economic Analysis for Federal Uranium Supply Efforts.” The report describes National Nuclear Security Administration estimates of enriched uranium supplies and demands, examines the NNSA’s plans to meet enriched uranium needs, and describes potential challenges to meeting supply goals. It also examines Department of Energy efforts to support the front-end fuel cycle for the commercial nuclear industry.

Last week in Chicago, the American Nuclear Society’s Fuel Cycle & Waste Management Division hosted Global 2026, where it was abundantly clear that there are many exciting fuel-related developments in the nuclear power industry. Developments announced last week run the gamut of the fuel cycle, including enrichment, fabrication, and recycling and reprocessing.

First American Nuclear Co., developer of the 240-MWe EAGL-1 reactor, has announced its intention to make its own advanced reactor fuel. The Indianapolis-based company has filed a regulatory engagement plan with the Nuclear Regulatory Commission for the construction of a Category II high-assay low-enriched uranium deconversion and fuel fabrication facility, and the NRC has docketed the plan for consideration.

Centrus Energy Corp. will be providing X-energy with enrichment services for low-enriched uranium and high-assay, low-enriched uranium to support X-energy’s planned deployments of Xe-100 small modular reactors and TRISO-X fuel, according to the terms of a new contract signed by the companies. The fuel will be produced at Centrus’s American Centrifuge Plant in Piketon, Ohio. In turn, X-energy will provide Centrus with prepayments to help support expanding the capacity of Centrus’s domestic commercial enrichment program.

Last week, the Department of Energy announced a conditional commitment to provide high-assay low-enriched uranium to NASA for its Space Reactor-1 Freedom rocket and to Radiant Industries for its microreactor expected to be sited at Buckley Space Force Base.

The announcement comes a few weeks after Centrus Energy signed a contract to finalize the terms of a $900 million DOE task order to expand production capacity for HALEU at its American Centrifuge Plant in Piketon, Ohio.

X-energy subsidiary TRISO-X has received an economic development grant valued at $11 million from Tennessee’s Nuclear Energy Supply Chain Investment Fund, which was established in 2023 to “support nuclear energy business investment, workforce development programs, and site development across Tennessee.” The grant will be used for the ongoing construction of TRISO-X’s fuel fabrication campus at the Horizon Center Industrial Park in Oak Ridge, Tenn.

The quest of the Department of Energy’s Office of Environmental Management to find a private-sector partner to design, build, and operate a commercial-scale facility to recycle defense-related used fuel at Idaho National Laboratory has transitioned to the review and selection phase, the DOE said July 7. Responses to a request for applications were due on June 19.

In the latest twist in a long-term, multistep contracting arrangement with the Department of Energy, Centrus Energy has signed a contract to finalize terms of a $900 million DOE task order to expand production capacity for high-assay low-enriched uranium at its American Centrifuge Plant in Piketon, Ohio. The expansion is part of Centrus’s multibillion-dollar capacity expansion that also includes low-enriched uranium.

The new DOE award allows the company to transition its HALEU production cascade to a commercial-scale operation at Piketon. The contract also includes options for as much $170 million in HALEU purchases for DOE missions, for a total contract value of $1.07 billion. Those options are subject to the discretion of DOE.

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.

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.

Clean Core Thorium Energy has announced the completion of its nearly two-year ANEEL fuel irradiation testing and qualification campaign at Idaho National Laboratory.

The idea behind ANEEL (Advanced Nuclear Energy for Enriched Life) fuel is to provide existing pressurized heavy water reactors with a fuel option that has increased high-burnup performance without requiring any modification to the reactors.

X-energy announced Thursday that it has signed a letter of intent with Talen Energy to assess the deployment of X-energy’s Xe-100 reactor in Pennsylvania and throughout the market area of the PJM Interconnection regional transmission organization. That area, where the companies intend to explore the deployment of at least three four-unit Xe-100 power plants, includes several states in the eastern United States, from New Jersey to Illinois.

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.

The Nuclear Regulatory Commission has granted X-energy subsidiary TRISO-X a special nuclear material license for high-assay low-enriched uranium fuel fabrication. The license applies to TRISO-X’s first two planned commercial facilities, known as TX-1 and TX-2, for an initial 40-year period. The facilities are set to be the first new nuclear fuel fabrication plants licensed by the NRC in more than 50 years.

The HALEU cascade at the American Centrifuge Plant in Piketon, Ohio. (Photo: Centrus Energy)

American Centrifuge Operating, a subsidiary of Centrus Energy Corp., has formed a multiyear strategic collaboration with Fluor Corporation in which Fluor will serve as the engineering, procurement, and construction (EPC) contractor for Centrus’s expansion of its uranium enrichment facility in Piketon, Ohio. Fluor will lead the engineering and design aspects of the American Centrifuge Plant’s expansion, manage the supply chain and procurement of key materials and services, oversee construction at the site, and support the commissioning of new capacity.

Oak Ridge National Laboratory is reporting a development in TRISO fuel research that could help evaluate high-temperature gas reactor fuels. ORNL researchers used the Spallation Neutrons and Pressure Diffractometer at the lab’s Spallation Neutron Source to make neutron scattering measurements on TRISO fuel particles containing high-assay low-enriched uranium (HALEU).

The Department of Energy's Office of Environmental Management (EM) on Tuesday announced a partnership with California-based nuclear fuel company General Matter for the potential use of the long-idle Fuels and Materials Examination Facility (FMEF) at the Hanford Site in Washington state.

According to the announcement, the DOE and General Matter have signed a lease to explore the FMEF's potential to be used for advanced nuclear fuel cycle technologies and materials, in part to help satisfy the predicted future requirements of artificial intelligence.

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.”

Centrus Energy Corp. is planning a major expansion of its Oak Ridge, Tenn., Technology and Manufacturing Center. The build-out would allow it to expedite large-scale deployment of centrifuges.

Amir Vexler, Centrus president and CEO, announced the expansion on January 23, along with Tennessee Gov. Bill Lee and Deputy Gov. Stuart McWhorter.

Kairos Power has finalized a contract with the Department of Energy to receive high-assay low-enriched uranium (HALEU) from the agency for the company’s Hermes low-power demonstration reactor, currently under construction in Oak Ridge, Tenn.

In partnership with Los Alamos National Laboratory, Kairos intends to use the DOE-provided material to produce HALEU TRISO fuel pebbles for Hermes. The company views the Hermes test reactor and the fuel fabrication program as crucial to the eventual success of its power-producing Hermes 2 demonstration plant, also to be sited in Oak Ridge, and future commercial fluoride salt–cooled high-temperature reactors.