|
|
|
|
|
08.01.26 - 11:30
|
Bull of the Day: Centrus Energy Corp. (LEU) (Zacks)
|
|
|
Centrus Energy's surging earnings revisions land LEU a Zacks Rank #1 (Strong Buy). It is quickly becoming one of the critical cogs in the broader AI energy ecosystem and the U.S. nuclear energy revival....
|
|
|
|
|
|
|
|
|
06.01.26 - 00:51
|
Centrus Energy Soars After DOE Awards $2.7 Billion For Uranium Enrichment (ZeroHedge)
|
|
|
Centrus Energy Soars After DOE Awards $2.7 Billion For Uranium Enrichment
The Department of Energy (DOE) has finally awarded the billions of dollars for uranium enrichment announced back in 2024. The contracts span the full range of uranium enrichment from low-enriched uranium (LEU) used by the current global reactor fleet, through high-assay LEU (HALEU) which is planned to be used by multiple advanced reactor designs. Yet while three companies were chosen for huge awards, peaking at almost 900 million each, a few were notably left out.
https://t.co/azVc88b2HP
— U.S. Department of Energy (@ENERGY) January 5, 2026
Centers Energy was awarded $900 million to support the expansion of their currently-operating 900 kg/yr HALEU production capacity and toward the development of next-generation reactor fuel. We covered their recent announcement about finally starting the production of new centrifuge units for LEU production. Centrus now has US government supply on the HALEU side and Korean governmen...
|
|
|
05.01.26 - 19:01
|
Trump-Regierung fördert Uran-Produktion mit Milliarden-Paket (Telepolis)
|
|
|
Die USA investieren Milliarden in eine Technologie, die Rechenzentren künftig mit Strom versorgen soll – und Russland ausstechen will... --- Centrus Energy ist derzeit das einzige in den USA zugelassene Unternehmen zur Produktion von HALEU. Die Anlage in Ohio betreibt aktuell nur 16 Zentrifugen, die jährlich etwa 900 Kilogramm produzieren. Das Energieministerium schätzt jedoch, dass die US-Nachfrage bis 2035 auf 50 Tonnen pro Jahr steigen könnte. Die Anlage bietet Platz für 11.000 Zentrifugen, der Vollausbau würde wahrscheinlich sechs bis sieben Jahre dauern.. --- Weltweit sind bisher nur zwei kleine, modulare Reaktoren kommerziell in Betrieb – in Russland und China. Mehrere Unternehmen fechten den jahrelangen Genehmigungsprozess der Nuclear Regulatory Commission rechtlich an. Kritiker warnen davor, etablierte Sicherheitsstandards zu umgehen..
|
|
|
|
|
|
|
30.12.25 - 17:24
|
Centrus Ramps up US Uranium Production (Bloomberg)
|
|
|
Centrus Energy jumps after launching US uranium enrichment manufacturing. CEO Amir Vexler, a former GE executive, joined Bloomberg to talk about how nuclear power can meet AI-driven energy demand, why US policy is shifting fast, and what domestic fuel means for markets, jobs, and national security. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
19.12.25 - 22:18
|
Centrus Energy Soars After Starting Commercial Uranium Enrichment Activity (ZeroHedge)
|
|
|
Centrus Energy Soars After Starting Commercial Uranium Enrichment Activity
The long awaited buildout of Centrus Energy's uranium enrichment facility is finally underway as the company announced this morning it has begun constructing new centrifuges to support commercial production of low-enriched uranium (LEU). LEU stock is surging as much as 14% on the news.
Why should anyone care though? We already have Urenco producing massive quantities of LEU in New Mexico. They've been producing millions of separative work units (SWU) worth of enriched uranium for use in the domestic commercial fleet of reactors in the US for years. They even export some of that enrichment to foreign reactor operators.
What makes the Centrus effort so special?
The difference is that under Trump, the US is done relying on others for its fuel. Not just gas or oil, but now uranium as well. Almost a quarter of US enriched uranium is imported from Russia, with the rest coming from companies like Urenco and Orano, all owne...
|
|
|
|
|
|
|
|
|
|
|
|
|
|