HALEU Fuel Supply Chain Map
Global map of HALEU production facilities, enrichment capacity, and supply chain bottlenecks for advanced reactors.
Key Highlights
- ✓ Global HALEU facility map
- ✓ Enrichment capacity by country
- ✓ Supply chain bottleneck analysis
- ✓ Demand projections from advanced reactor developers
- ✓ Price trajectory data
Overview
A global dataset mapping High-Assay Low-Enriched Uranium (HALEU) production facilities, enrichment capacity, and supply chain bottlenecks critical for advanced reactor deployment.
What's Inside
Supply Side
Only Russia (TENEX) currently produces HALEU at commercial scale. US efforts include Centrus (LEU Demonstration), Urenco, and pending DOE contracts. We map all current and planned production facilities with capacity data.
Demand and Bottlenecks
Advanced reactor developers (X-energy, TerraPower, Kairos, Oklo) require 5-20 MT/year of HALEU. Total US demand could reach 40 MT/year by 2030. We analyze the gap between supply and demand.
Ready to dive in?
Explore this resource and discover more across our 12 technology frontiers.