Nuclear fuel supply chain bottleneck - HALEU production capacity shortage

Advanced reactor operators and nuclear utilities face critical delays in accessing High-Assay Low-Enriched Uranium (HALEU) fuel needed for next-generation reactors, with no domestic US production capability until recently. Current supply constraints from limited enrichment facilities create project delays, increased costs, and inability to scale next-gen nuclear deployment. Existing solutions rely on foreign enrichment or outdated enrichment infrastructure that cannot meet growing demand.