Topic
Fuel & Supply Chain
Nuclear fuel is the buildout's quiet constraint: most advanced reactors need HALEU that Western enrichers are only now contracting to produce, while uranium, conversion and fabrication capacity race demand. NNN follows the contracts, allocations and facilities securing supply.
Start here: TRISO fuel, explained — NNN's reference piece on this topic.
NexGen breaks ground on Rook I uranium mine in Saskatchewan
NexGen broke ground on the Rook I uranium project in Saskatchewan — a four-year build toward 30 million lb/yr, backed by 239.6 million lb of probable reserves.
The 7 nuclear stories that mattered this week
From China's eight-reactor approval to Zaporizhzhia's power risk, this week's nuclear news was about turning plans, fuel and regulation into operating reality.
X-energy and Centrus sign HALEU deal for Xe-100
X-energy and Centrus signed a phased LEU and HALEU enrichment agreement tied to initial Xe-100 fuel needs across an 11.5 GW commercial pipeline.
DOE names five states for nuclear fuel-cycle campus finalists
DOE picked Idaho, Louisiana, Oklahoma, Tennessee and Utah as finalists for Nuclear Lifecycle Innovation Campuses after 28 applications from 26 states.
NRC clears Framatome Richland for TRISO fuel work
NRC approved Framatome Richland to handle under 10% U-235 and make TRISO fuel; Lightbridge and QNI also signed a HALEU supply MoU.
TRISO fuel, explained
TRISO is coated-particle nuclear fuel that keeps fission products inside ceramic layers — the form many advanced reactors and microreactors now specify.
India-Australia uranium deal tightens the fuel-supply story
Australia's uranium export pact with India lands as X commentators point to a tighter uranium market, India's 100 GW goal, and rising fuel demand.
Centrus signs $900M DOE task order to scale HALEU production
Centrus says it signed a $900 million DOE task order to commercialize HALEU output, with first capacity by 2029 and total value up to $1.07 billion.
DOE to offer $17.5bn in nuclear supply chain loans
The US Department of Energy is offering up to $17.5bn in supply-chain loans to rebuild the nuclear industrial base and back ten new large reactors.
