Intelligence
SUPPLY CHAIN INTELLIGENCE
Select a material to see who depends on it, how it reaches a reactor, and where the chain narrows
HALEU
CRITICALFUELFORM
LEAD TIME
COST
TRANSPORT
HALEU is the single most critical supply chain bottleneck for advanced nuclear in America. With ROSATOM sanctioned and Centrus operating at demonstration scale only, any enrichment delay cascades directly into TerraPower and Oklo deployment timelines — and their capital return schedules. No commercial HALEU supply chain exists at required volumes. Investors should treat 2027 commercial availability as optimistic.
WHO NEEDS IT
2SUPPLY ROUTE
MINING
Kazatomprom
Kazakhstan
CONVERSION
ConverDyn — Metropolis Works
United States
ENRICHMENT
2 OF 4 OPERATING
ASP Isotopes (Quantum Leap Energy) — Pelindaba
South Africa · CONSTRUCTION
ROSATOM — Ural Enrichment
Russia · SANCTIONED
Centrus Energy — Piketon
United States
Urenco USA — Eunice
United States
DECONVERSION
0 OF 1 OPERATING
NO OPERATING CAPACITY
Framatome — Richland
United States · CONSTRUCTION
FABRICATION
0 OF 1 OPERATING
NO OPERATING CAPACITY
Natrium Fuel Facility (GNF-A) — Wilmington
United States · CONSTRUCTION
REACTOR
Oklo
Aurora
TerraPower
Kemmerer Power Station Unit 1
▮ CHOKEPOINT — fewest suppliers, flagged critical, or no operating capacity
SUPPLIERS
8| SUPPLIER▲ | STAGE▲ | COUNTRY▲ | CAPACITY▲ | CONTRACTED CUSTOMERS▲ | STATUS▲ |
|---|---|---|---|---|---|
| ▸ConverDyn — Metropolis Works | CONVERSION | United States | Projected to produce over 10 kt UF6 in 2026, about 20% above planned 2024 output. | — | ACTIVE |
| ▸Framatome — Richland | DECONVERSION▮ | United States | Metallization pilot line complete (first pucks Nov 2025); HALEU-capable production facilit… | TerraPower | ACTIVECONSTRUCTION |
| ▸ASP Isotopes (Quantum Leap Energy) — Pelindaba | ENRICHMENT | South Africa | Under construction on the Necsa site at Pelindaba, funded under a TerraPower loan agreemen… | TerraPower | ACTIVECONSTRUCTION |
| ▸ROSATOM — Ural Enrichment | ENRICHMENT | Russia | — | — | SANCTIONED |
| ▸Centrus Energy — Piketon | ENRICHMENT | United States | Only US HALEU enrichment facility. Demonstration scale only; licensed for expansion to mee… | TerraPower | ACTIVE |
| ▸Urenco USA — Eunice | ENRICHMENT | United States | HALEU capability under development at the Eunice NM facility. Not yet producing HALEU. | — | DEVELOPING |
| ▸Natrium Fuel Facility (GNF-A) — Wilmington | FABRICATION | United States | Investment of more than $200M, co-funded by DOE ARDP. NRC filing reports an approximately… | TerraPower | ACTIVECONSTRUCTION |
| ▸Kazatomprom | MINING | Kazakhstan | — | — | ACTIVE |