Uranium
America broke ground on enrichment. The first new SWU arrives in 2032.
Urenco USA started building 2.1 million SWU at Eunice on August 18 with the Energy Secretary in attendance. Between now and 2032 the country adds 700,000 SWU and nothing else. Brazil's INB has the centrifuges and one customer.
Four reactors critical by July 4. Two on HALEU, two that walked around it.
Antares and Valar burned HALEU TRISO. Deployable and Aalo ran on 4.95 percent LEU. Same week, Centrus signed a $900 million commercial HALEU contract for Piketon. The AI-nuclear fuel line just picked its ceiling.
Aalo authorized, HALEU clock runs out, Beijing's hotline opens
DOE cleared Aalo-X on June 25, putting the third Reactor Pilot Program reactor inside Trump's July 4 deadline. Centrus's Phase III HALEU production contract closes today. MOFCOM's whistleblower channel for mineral exports goes live July 1.