A civil nuclear fuel security agreement between the five nuclear leaders of the G7—announced on April 16 on the sidelines of the G7 Ministers’ Meeting on Climate, Energy and Environment in Sapporo, Japan—establishes cooperation between Canada, France, Japan, the United Kingdom, and the United States to flatten Russia’s influence in the global nuclear fuel supply chain.

The naturalist John Muir is widely quoted as saying, “When we try to pick out anything by itself, we find it hitched to everything else in the Universe.” While he was speaking of ecology, he might as well have been talking about nuclear fuel.

At the moment, by most accounts, nuclear fuel is in crisis for a lot of reasons that weave together like a Gordian knot. Today, despite decades of assertions from nuclear energy supporters that the supply of uranium is secure and will last much longer than fossil fuels, the West is in a blind alley. We find ourselves in conflict with Russia with ominous implications for uranium, for which Russia holds about a 14 percent share of the global market, and for two processes that prepare uranium for fabrication into reactor fuel: conversion (for which Russia has a 27 percent share) and enrichment (a 39 percent share).

The bipartisan Nuclear Fuel Security Act (NFSA), introduced in the Senate last week, would authorize the Department of Energy to establish a Nuclear Fuel Security Program to “ensure a disruption in Russian uranium supply would not impact the development of advanced reactors or the operation of the United States’ light water reactor fleet.” The bill was introduced by Sen. Joe Manchin (D., W.V.), chairman of the Senate Energy and Natural Resources (ENR) Committee; Sen. John Barrasso (R., Wyo.), ranking member of the Senate ENR committee; and Sen. Jim Risch (R., Idaho).

The discovery of a small amount of uranium inside a package of scrap metal bars at Heathrow Airport in London has raised a number of puzzling questions that are being investigated by Scotland Yard, headquarters of the London Metropolitan Police (the Met). Investigators said that the uranium, which was found by Border Force staff during routine screening at the airport on December 29, originated in Pakistan, though it arrived at Heathrow on a passenger flight from Oman and, according to a January 11 report in the Guardian, was bound for an Iranian-owned business with offices in the United Kingdom.

The Department of Energy’s Office of Nuclear Energy announced December 7 that its new HALEU Consortium is open for membership. And not just from U.S. enrichers, fuel fabricators, and others working in the front-end fuel cycle, but from “any U.S. entity, association, and government organization involved in the nuclear fuel cycle,” and—at the DOE’s discretion—“organizations whose facilities are in ally or partner nations.” The HALEU Consortium will essentially serve as an information clearinghouse to meet DOE-NE’s ongoing needs for firm supply and demand data as it supports the development of a commercial domestic high-assay low-enriched uranium (HALEU) infrastructure to fuel advanced reactors. The consortium is open for business almost one full year after the DOE first requested public input on its structure.

Advanced reactors and small modular reactors with strikingly different coolants and sizes offer an array of different benefits, but when it comes to fuel cycle issues, including spent fuel and waste, they have a lot in common with conventional light water reactors. Two reports released within the last week—a National Academies of Sciences, Engineering, and Medicine (NASEM) consensus committee report two years in the making and a Department of Energy study released by Argonne National Laboratory—address the timely topic of advanced reactor fuel cycle issues. While the NASEM committee ventured to define research and infrastructure needs to support the entire nuclear power fuel cycle, inclusive of new technologies, for decades to come, the DOE report compares the front- and back-end fuel cycle metrics of three reactor designs (from NuScale Power, TerraPower, and X-energy) that have been selected for DOE cost-share–funded demonstrations within this decade. Together, these reports provide assurance that the fuel cycle needs of a fleet of new reactors can be met and point to near-term research and planning needs.

Consolidated Uranium plans to acquire Virginia Energy Resources, which owns Virginia Uranium and the Coles Hill Uranium Project, an undeveloped uranium deposit that sits under about 3,000 acres of land in south central Virginia. The state’s General Assembly has maintained a moratorium on uranium mining since 1982 that was upheld in the courts as recently as 2020, but Consolidated Uranium sees reason for “confidence that the moratorium on developing uranium projects in the state may ultimately be overcome,” and appears content to settle in for a wait.

In May 2019, Zahn’s Corner Middle School in Pike County, Ohio, located within four miles of the former Portsmouth Gaseous Diffusion Plant (PORTS), was closed after local officials reported enriched uranium and transuranic radionuclides were detected inside the school and at outside air monitors.

Now, Cincinnati’s WKRC Local 12, a news affiliate of Sinclair Broadcast Group, is reporting that a private house in Lucasville, Ohio, 10 miles from the PORTS site, has been contaminated with enriched uranium.

Kathryn Huff

Deploying a fleet of advanced reactors in the 2030s means deploying high-assay low- enriched uranium (HALEU) infrastructure now.

The future fleet will need more than 40 metric tons of HALEU by 2030, according to Department of Energy projections. Getting to the 5–20 percent fissile uranium-235 content of HALEU involves either enriching natural or low-enriched uranium (LEU) or downblending high-enriched uranium (HEU).

Because downblending the limited stocks of HEU held at the DOE’s Idaho National Laboratory and Savannah River Site is a short-term option at best, the Energy Act of 2020 authorized a HALEU Availability Program to build a sustainable enrichment infrastructure by the time advanced reactors are ready for commercial deployment.

Comments on a request for information reached the DOE in February 2022, just before Russia’s invasion of Ukraine amplified global energy security concerns. While the war in Ukraine didn’t change the DOE’s plans, it “accelerated everything,” said Kathryn Huff, who leads the DOE’s Office of Nuclear Energy (DOE-NE) as assistant secretary. “Our attention is now laser-focused on this issue in a way that it wouldn’t have been in the past.”

The nuclear industry leaders assembled in Washington, D.C., last week to discuss small modular reactor supply chains agreed that lost generation capacity from the expected retirement of hundreds or thousands of coal power plants over the next decade—a cliff, in one panelist’s words—represents an opportunity that developers of SMRs and advanced reactors are competing to meet.

“I think in total 80 projects are ongoing,” said Boris Schucht, panel moderator and chief executive officer of Urenco Group, as he opened the forum. “Of course not all of them will win, and we will discuss today what is needed so that they can be successful.”

Another piece of the plan for meeting the urgent need for high-assay low-enriched uranium (HALEU) to fuel advanced reactor deployments fell into place when the Department of Energy held an Industry Day on October 14. Attendees were asked how soon they could deliver 25 metric tons per year of HALEU enriched in the United States from newly mined uranium. Offtake contracts for six or more years of HALEU production at that rate could be used to stock a DOE-owned HALEU bank to “support [HALEU] availability for civilian domestic research, development, demonstration, and commercial use.”

Five years after bankruptcy, Pennsylvania-based Westinghouse is being sold again, this time with a 49 percent share going to Cameco Corp., the front-end uranium mining, milling, and conversion company headquartered in Saskatchewan, Canada. Cameco and Brookfield Business Partners, based in Toronto, Ontario, announced the deal yesterday. Once it closes as expected, in the second half of 2023, Brookfield Renewable Partners and other Brookfield institutional partners will own a 51 percent interest in a consortium with Cameco.

The Department of Energy has determined that the sale, lease, or transfer of up to 750 kilograms of high-assay low-enriched uranium (HALEU) per calendar year to support the production of molybdenum-99 will not have an adverse material impact on the domestic uranium mining, conversion, or enrichment industry.

This past October, the Department of Energy’s Oak Ridge Office of Environmental Management (OREM) and its contractor Isotek successfully completed processing and disposing the low-dose inventory of uranium-233 stored at Oak Ridge National Laboratory (ORNL), ending a two-year effort that has eliminated a portion of the site’s legacy nuclear material and provided rare nuclear isotopes for next-generation cancer treatment research.

Citing “improving market sentiment,” Tim Gitzel, president and chief executive officer of the Canadian uranium mining company Cameco, announced on February 9 the planned restart of operations at the McArthur River mine in Saskatchewan.

Regalbuto

High-assay low-enriched uranium (HALEU) is the power-dense feedstock of choice for a slew of advanced reactor designs. There’s just one problem: It isn’t available . . . yet. Downblending high-­enriched uranium owned by the Department of Energy to between 5 and 19.75 percent fissile U-235 is a stopgap measure at best, and no U.S. facility can yet produce commercial quantities of uranium above the 5 percent U-235 limit for low-enriched uranium.

The problem is one not of technology, but of economics: Enrichment companies want to see clear market signals that advanced reactors will be deployed in quantity, leading to long-term purchase agreements that will justify investments made today.

ANS Fellow Monica Regalbuto is director of Nuclear Fuel Cycle Strategy at Idaho National Laboratory, tasked with leveraging her more than 30 years of fuel cycle experience to ensure an adequate domestic supply of HALEU. She was invited to speak about her work during the opening plenary session of the 2021 ANS Winter Meeting.

The ANS Fuel Cycle and Waste Management Division will present a webinar today at noon EST (the recording will be available via the webinar archive to all ANS members) featuring an international panel of experts on nuclear waste reprocessing. The panel will explore the idea of separating certain radionuclides from waste using recycling technology that enables pure materials to be used for other purposes.

Oklo plans to fuel its demonstration microreactor with high-assay low-enriched uranium (HALEU). To secure a source of HALEU for its nth-of-a-kind microreactor, Oklo has signed a nonbinding letter of intent with Centrus Energy to cooperate on the deployment of a HALEU production facility.

International nuclear safeguards verification relies on a precise count of isotope particles collected on swipes during International Atomic Energy Agency inspections of nuclear facilities and isolated through a series of lengthy chemical separations that can take about 30 days to complete. On October 15, Oak Ridge National Laboratory—a member of the IAEA’s Network of Analytical Laboratories (NWAL)—announced that analytical chemists at the site have developed a faster way to measure isotopic ratios of uranium and plutonium collected on swipes, which could help IAEA analysts detect the presence of undeclared nuclear activities or material.

For years, pressure has been building for a commercial path to a stable supply of high-assay low-enriched uranium (HALEU)—deemed essential for the deployment of advanced power reactors—but advanced reactor developers and enrichment companies are still watching and waiting. In contrast, the uranium spot price soared after Sprott Physical Uranium Trust, a Canadian investment fund formed in July, began buying up U3O8 supplies, causing the price to increase over 60 percent, topping $50 per pound for the first time since 2012. Fueled by growing acknowledgment that nuclear power is a necessary part of a clean energy future, uranium is the focus of attention from Wall Street to Capitol Hill.