Fuel

The Nuclear Regulatory Commission has issued an environmental assessment and finding of no significant impact to Disa Technologies for company’s use of its NRC-licensed high-pressure slurry ablation (HPSA) technology to remediate abandoned uranium mine (AUM) waste at the Mary Ann AUM waste pile site in Montrose County, Colo.

Disa Tech, a Wyoming-based mineral processing company, submitted a premobilization notification to the NRC in March to use its HPSA technology at the Mary Ann site. The NRC is considering approval of the PMN, which would officially allow HPSA operations to proceed.

Researchers at Idaho National Laboratory and the Massachusetts Institute of Technology have conducted a three-dimensional study of irradiated U-10Zr—uranium alloyed with 10 percent zirconium—across key radial regions, providing new insights into how the material swells, transfers heat, and interacts with the fuel cladding.

U-10Zr was extensively tested in historical sodium-cooled fast reactors and is now attracting attention for use in next-generation advanced reactors.

The global nuclear revival, which is fueled by unprecedented demand for firm, affordable, dispatchable power for artificial intelligence and data center build-out, energy security imperatives, and climate commitments, has exposed a structural reality of the Western fuel cycle: No single allied nation currently possesses the full suite of front-end capabilities. From mining through conversion, enrichment, fabrication, and the emerging deconversion and metallization steps required for reactor fuels, capability is distributed across Canada, France, Japan, the United Kingdom, and the United States (collectively, the “Sapporo Five”), as well as a small group of close partners.

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.

The end-of-July spot price for uranium was $86.36 per pound, as reported by Cameco—roughly the same as it has been since February. Analytics firm Trading Economics reported a uranium futures price of $86.60 per pound, a figure that also has been holding steady since early April.

These updates come as the U.S. Energy Information Administration has released its 2025 Uranium Marketing Annual Report, which examines in detail multiple aspects of the U.S. uranium market. Data are derived from answers given in the Uranium Marketing Annual Survey, which collects information on contracts, deliveries (during the past year and projected for the next 10 years), purchased enrichment services, inventories, fuel assembly usage, and market requirements.

In an era where clean, reliable energy is more critical than ever, nuclear operators are under increasing pressure to optimize performance, reduce operational risk, and streamline complex workflows. Studsvik Scandpower, the leading independent provider of state-of-the-art nuclear fuel management software and world-class engineering services, is helping utilities meet these challenges head-on.

At the center of this innovation is MARLA, an advanced solution designed to simplify and optimize shuffle design, pool management, cask loading, and nuclear material tracking.

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.

Nuclear fuel manufacturer Standard Nuclear is describing “construction and regulatory approval milestones” for two TRISO fuel production facilities that are both under construction. The company reports that construction is “substantially complete” for both the SN-TN (in Tennessee) and SN-ID (in Idaho) sites and that the Department of Energy has approved the preliminary documented safety analyses (PDSAs) for both facilities.

Standard Nuclear is participating in the DOE’s Fuel Line Pilot Program and Surplus Plutonium Utilization Program, and is also among the companies receiving HALEU from the DOE for use in their fuel production or reactor programs.

Last week, Austin, Texas–based nuclear fuel start-up SuperCritical Materials announced that it has secured a license from the Department of Energy for a patented uranium and critical materials adsorbent manufacturing process originally developed by a team led by Pacific Northwest National Laboratory.

SuperCritical aims to use this license to extract uranium from seawater at an industrial scale in the United States and abroad.

The Texas A&M Engineering Experiment Station (TEES) has signed a research agreement with Quantum Leap Energy (QLE) “to advance and de-risk the commercial production of high-purity uranium hexafluoride (UF₆).”

QLE is an Austin, Texas–based subsidiary of ASP Isotopes (ASPI), which is developing an isotope enrichment platform for applications in nuclear energy, nuclear medicine, and semiconductors. QLE specializes in the uranium conversion step of the nuclear fuel cycle—the conversion of yellowcake uranium concentrate (U₃O₈) into UF₆ prior to enrichment.

Expanding capabilities: As explained by QLE CEO Ryno Pretorius, “Today, the United States has only one operating commercial conversion facility, making the expansion of domestic conversion capabilities essential to strengthening our nation’s energy security and reducing reliance on foreign sources. By working alongside TEES, we are advancing technologies with the aim of improving production efficiency, lowering costs, and supporting the growing demand for nuclear fuel.”

About the partnership: In implementing the research agreement, TEES and QLE will collect physicochemical data on the reactions involved in producing UF₆ from yellowcake, with the objectives of improving production technology, reducing costs, and enhancing scalability. The data are expected lead to improvements in conversion efficiency for applications in nuclear energy, process design, modeling, scale-up activities, and production pathway optimization.

The Texas-based companies and TEES consider the new agreement important for their home state as well as the rest of the country. As noted by ASPI in its press release, “Securing access to materials and strengthening domestic supply chains has become increasingly important as nations pursue greater energy independence and accelerate the global energy transition. The partnership between QLE and TEES reinforces how industry-led collaboration is advancing the next generation of nuclear fuel capabilities and strengthens [Texas’s] position as a leader in advanced nuclear development.”

ASPI projects: ASPI, which is headquartered in Dallas, has developed proprietary separation and enrichment technologies for the production of isotopes for a range of industrial and advanced technology applications. The company also operates isotope enrichment facilities in Pretoria, South Africa.

ASPI and its QLE subsidiary have ongoing projects with a number of companies and institutions, including collaborations with Fermi America and Texas Tech University for uranium enrichment research, development, and production and with TerraPower regarding financing for a uranium enrichment facility in South Africa.

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.

Following up on an agreement that was signed 12 years ago, Australia and India have finalized the details by which Australian uranium will be exported to India for peaceful purposes and under the safeguards of the International Atomic Energy Agency. The Administrative Arrangement to enable the long-term exports was reached at the Third India–Australia Annual Summit, held in Melbourne on July 9. The summit coincided with a meeting between Indian Prime Minister Narendra Modi and Australian Prime Minister Anthony Albanese.

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.

Savannah River Nuclear Solutions (SRNS) has implemented a pilot program that introduces a new approach to maintenance planning and control processes at the Savannah River Site in Aiken, S.C. The program, which is initially being used to support environmental management operations at the SRS H Canyon complex, is a “graded, risk-based approach that prioritizes urgency and aligns controls with three defined hazard levels [low, medium, and high].”

The U.S. Energy Information Administration has released its Domestic Uranium Production Report for the first quarter of 2026. According to the report, U.S. production of uranium concentrate (U₃O₈) during the first quarter of this year totaled 1,039,075 pounds, representing a 0.4 percent decrease from the fourth quarter of 2025, when U₃O₈ production totaled 1,043,474 pounds. However, the 2026 first-quarter production was the highest first-quarter production amount recorded since 2015, when 1,154,408 pounds were produced.

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.

Responding to several executive orders and the ADVANCE Act of 2024, the Nuclear Regulatory Commission is proposing to modernize its fuel cycle and materials licensing requirements by amending its regulations for byproduct, source, and special nuclear material.

According to the agency, the sweeping regulatory changes are deregulatory in nature and aimed at accelerating the deployment of next-generation nuclear technologies with a streamlined licensing pathway for nuclear fuel reprocessing facilities and updated requirements for advanced reactor fuels.

EnCore Energy announced on June 18 that the Bureau of Land Management issued a final decision and approved the Dewey Burdock uranium project, authorizing the company to begin construction for the uranium in situ recovery project in southwestern South Dakota.

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.