NNSA is proud to partner with @GovNuclear by providing the HALEU needed to support @NASA's SR-1 Freedom mission to Mars and @RadiantNuclear Industries' advanced reactor projects.

ORNL researchers measured how irradiation changes the mechanical properties of individual layers in HALEU TRISO fuel particles. The results will help improve fuel performance models and support advanced gas reactor development. Read more ⬇️

The U.S. has secured its largest-ever HALEU fuel shipment, working in partnership with Japan. This significant transfer advances President Trump’s strategy to restore America's energy dominance and power next-generation nuclear reactors.

$OKLO bigger opportunity may be the fuel cycle turning ~90,000 metric tons of stored US nuclear fuel into feedstock while reducing reliance on scarce $LEU HALEU. That gives Oklo a way to monetize both power and recovered isotopes making business much broader than simply selling electricity from reactors.

Thank you @USAWeeklyNews for the coverage, "The Return of the Fuel Buyer: How LIS Technologies Is Solving the Nuclear Fuel Bottleneck" - LIST is developing laser enrichment technology designed to produce low-enriched uranium and HALEU more efficiently..."

This week, @ActinideInc became the first startup in history to enrich uranium, producing HALEU, the fuel for next-gen and small modular reactors. We did it using Endurance, a particle accelerator that we designed and built in Texas. Endurance usually produces enriched Yb-176, a precursor for cancer therapies worth roughly $30,000 per gram. After a bulk Yb-176 delivery on July 30, we reconfigured Endurance for uranium.

The next generation of nuclear energy must deliver dependable power where continuity matters most. That’s why we’re excited to announce that the @ENERGY has conditionally selected Radiant to receive a second allocation of high-assay low-enriched uranium, or HALEU. The allocation is intended to fuel Radiant’s microreactor for the Department of the Air Force’s Buckley Space Force Base in Aurora, Colorado, which will be delivered by 2028. Radiant was the sole private-sector recipient selected in DOE’s third round of HALEU allocations, alongside NASA. Read more below.

We were in southern Ohio with @Centrus_Energy and local stakeholders, marking a major step forward for Oklo’s plans for a 1.2 GW Clean Energy Campus powered by our Aurora powerhouses. Fuel availability has been a key bottleneck for advanced nuclear, so locking in domestic HALEU from Pike County is a critical step in Oklo’s vertically-integrated, fuel to power model while creating new private investment and jobs in Ohio.

Jefferies Initiates Coverage on $LEU with Hold Rating, PT $169 Analyst comments: "LEU offers long-dated optionality on the U.S. nuclear fuel supply rebuild without taking reactor construction risk. Its U.S.-origin centrifuge platform, NRC-licensed HALEU capability, DOE support, and $3.9bn backlog position it for domestic LEU/HALEU growth. The shares appear to discount a successful ramp by 2030; upside hinges, in our view, on capturing upside if the LEU/HALEU market is tighter in the 2030s. Centrus is transitioning from a nuclear fuel supplier and technical-services provider into a strategic U.S. enrichment platform. The core long-term thesis is not near-term earnings, which remain lumpy, but whether LEU can convert its unique sole-source U.S.-origin technology, NRC-licensed HALEU position, DOE-backed deployment work, and contingent commercial backlog into scaled domestic LEU/HALEU capacity. Gas centrifuge enrichment is structurally more energy efficient than legacy gaseous diffusion, supporting both cost and sustainability advantages." Analyst: Laurence Alexander

As demand for power soars and advanced nuclear moves rapidly toward commercial-scale deployment, fuel is emerging as one of the industry’s most critical bottlenecks. At Oklo, we’ve been building around that reality. Our strategy is designed to secure fuel for near-term deployments while domestic HALEU production scales and we develop the capabilities to recycle used nuclear fuel into new fuel for the long term. Potential access to U.S. surplus plutonium could provide an important bridge along the way. But our long-term strategy goes much further. In Oak Ridge, Tennessee, Oklo plans to invest nearly $1.7 billion in an advanced fuel center anchored by a commercial-scale fuel recycling facility. The facility designed to turn existing nuclear materials into new fuel, helping build the domestic fuel supply needed to support advanced nuclear at scale. Building reactors is only part of the equation. We’re building the fuel infrastructure to power them, too. Read more in the @FT: