TerraPower and Centrus Energy Corp. announced on July 17 that they have signed a memorandum of understanding to “significantly expand their collaboration aimed at establishing commercial-scale, domestic production capabilities for high-assay, low-enriched uranium (HALEU)” to supply fuel for TerraPower’s first Natrium reactor. Nearly three years ago, TerraPower first announced plans to work with Centrus to establish commercial-scale HALEU production facilities. The two companies signed a contract in 2021 for services to help expedite the commercialization of enrichment technology at Centrus’s Piketon, Ohio, facility.

Urenco announced July 6 that it will expand enrichment capacity at its U.S. site in Eunice, N.M.—known as UUSA—by adding new centrifuge cascades to increase capacity by about 700 metric tons of separative work units per year, or a 15 percent increase, with the first new cascades coming on line in 2025.

Ultra Safe Nuclear (USNC) announced on June 21 that it has selected the city of Gadsden, Ala., to host a $232 million MMR assembly plant. Modules for the company’s high-temperature, gas-cooled and TRISO-fueled microreactor, dubbed the Micro-Modular Reactor (MMR), would be manufactured, assembled, and tested at the “highly automated facility” once it is in operation.

Centrus Energy announced yesterday that it has received Nuclear Regulatory Commission approval to introduce uranium hexafluoride into its 16-machine centrifuge cascade in Piketon, Ohio, following operational readiness reviews by the NRC. Centrus says it “remains on track to begin production of high-assay low-enriched uranium (HALEU) by the end of 2023.” The announcement follows a series of inspections at the American Centrifuge site in April 2023.

The Department of Energy released two draft requests for proposals to acquire high-assay low-enriched uranium (HALEU)—one covering enrichment services that could include the production of between 5 and 145 metric tons of HALEU during a 10-year performance period, and another for deconverting that HALEU from uranium hexafluoride (UF₆) gas to metal or oxide forms in preparation for fuel fabrication. The DOE also issued a notice of intent to fulfill its National Environmental Policy Act (NEPA) obligations for the HALEU Availability Program by launching the scoping process for an environmental impact statement; that notice was published in the Federal Register on June 5.

Framatome is prepared to manufacture a novel molybdenum-uranium (U-Mo) fuel to extend the life and safe operation of the Forschungsreaktor München II (FRM II) research reactor in Germany. A new fuel supply—one that uses uranium enriched to less than 20 percent U-235—means the FRM II can continue to supply neutrons to industry and the scientific community. The fuel is “Europe’s low-enriched fuel with the highest density ever realized for research reactor operations,” according to Framatome’s April 27 announcement.

Westinghouse Electric Company announced on March 14 that the Nuclear Regulatory Commission has approved the use of the company’s Advanced Doped Pellet Technology (ADOPT) fuel pellets in U.S. pressurized water reactors. That approval brings the company closer to loading lead test assemblies containing ADOPT accident tolerant fuel pellets in Unit 2 of Southern Nuclear’s Vogtle plant.

“Right now, our country is deficient in nearly every aspect of the fuel cycle. This must change and it must change quickly,” said Sen. Joe Manchin (D., W.V.), chairman of the Senate Committee on Energy and Natural Resources (ENR), as he opened a Full Committee Hearing to Examine the Nuclear Fuel Cycle on March 9. “Whether it is uranium mining, milling, conversion, enrichment, nuclear fuel fabrication, power generation, or nuclear waste storage and disposal, there is much work to be done, starting with conversion and enrichment. Simply put, Russia dominates the global market, representing nearly half of the international capacity for both processes.”

Lightbridge Corporation, which is continuing to work closely with national laboratories on the manufacture and testing of its metallic fuel rod designs for light water reactors, just announced the results of an investigation on the casting process for molten uranium and zirconium with Pacific Northwest National Laboratory under the Department of Energy’s Gateway for Accelerated Innovation in Nuclear (GAIN) program.

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).

Centrus Energy announced February 9 that it has finished assembling a cascade of uranium enrichment centrifuges and most of the associated support systems ahead of its contracted demonstration of high-assay low-enriched uranium (HALEU) production by the end of 2023. When the 16-machine cascade begins operating inside the Piketon, Ohio, American Centrifuge Plant, which has room for 11,520 machines, it will be the first new U.S.-technology based enrichment plant to begin production in 70 years.

Researchers at Idaho National Laboratory have completed initial testing on a newly developed fuel test capsule that is expected to provide crucial performance data for sodium-cooled fast reactors. The Department of Energy announced on January 12 that the series of fuel testing experiments being carried out now at INL’s Transient Reactor Test Facility (TREAT) was developed through a joint project between the United States and Japan.

The Nuclear Regulatory Commission has accepted an application from X-energy's fuel subsidiary, TRISO-X LLC, for a proposed TRISO-X Fuel Fabrication Facility (TF3) in Oak Ridge, Tenn., X-energy announced last week. A 30-month review schedule has been developed by the NRC that would be completed by June 2025, assuming TRISO-X provides sufficient responses to expected requests for additional information (RAIs) within 30 to 60 days of their issuance. On December 16, the NRC announced that it would seek public input on the scope of its environmental review and environmental impact statement for the application and published a notice in the Federal Register.

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.

Centrus Energy confirmed on December 1 that its wholly owned subsidiary American Centrifuge Operating signed a contract with the Department of Energy, which was first announced on November 10, to complete and operate a demo-scale high-assay low-enriched uranium (HALEU) gaseous centrifuge cascade.

Whether commercial demand for high-assay low-enriched uranium (HALEU) fuel ultimately falls at the high or low end of divergent forecasts, one thing is certain: the United States is not ready to meet demand, because it currently has no domestic HALEU enrichment capacity. But conversations happening now could help build the commercial HALEU enrichment infrastructure needed to support advanced reactor deployments. At the 2022 American Nuclear Society Winter Meeting, representatives from three potential HALEU enrichers, the government, and industry met to discuss their timelines and challenges during “Got Fuel? Progress Toward Establishing a Domestic US HALEU Supply,” a November 15 executive session cosponsored by the Nuclear Nonproliferation Policy Division and the Fuel Cycle and Waste Management Division.

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.

The Department of Energy announced a cost-shared award on November 10 valued at about $150 million for American Centrifuge Operating, a subsidiary of Centrus Energy, to complete the high-assay low-enriched uranium (HALEU) demonstration project it began in 2019. After delays that Centrus attributes in part to the COVID-19 pandemic, the company now has until the end of 2023 to produce the first 20 kilograms of HALEU enriched to 19.75 percent U-235 from the 16-centrifuge cascade it has installed in a DOE-owned Piketon, Ohio, facility—the only U.S. facility currently licensed to produce HALEU.

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.”