Centrus Energy is the only US-licensed domestic producer of high-assay low-enriched uranium (HALEU) fuel — the critical fuel required by most advanced SMR designs including X-energy, Oklo, Kairos Power, and Radiant. Centrus delivered 900 kg of HALEU to the DOE as of June 2025 and secured a contract extension through mid-2026. The company has a $3.6 billion order book for traditional enrichment providing financial stability while scaling HALEU production for the advanced nuclear sector.
Public investors (NYSE: LEU)