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The Fuel — Uranium & Nuclear Fuel Cycle · The Other Watts — Non-AI Energy

LEU

Centrus Energy
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Only US HALEU producer — the bottleneck-of-the-bottleneck

What they do

Operates the only commercial HALEU (high-assay low-enriched uranium) production line in the United States — at Piketon, Ohio, under DOE contract. HALEU is required for essentially every advanced reactor design (Oklo, X-energy, TerraPower, etc.). Until Centrus scales, every next-gen reactor is gated on this one facility.