DOE Awards $2.7 Billion for Domestic Uranium Enrichment

DOE Funding Announcements

Published January 5th, 2026

Detected March 5th, 2026

Summary

The U.S. Department of Energy announced $2.7 billion in awards to three companies to strengthen domestic uranium enrichment services over the next ten years. This investment aims to reduce reliance on foreign suppliers and bolster the nation's nuclear fuel supply chain.

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What changed

The U.S. Department of Energy (DOE) has announced significant funding awards totaling $2.7 billion to American Centrifuge Operating, General Matter, and Orano Federal Services to bolster domestic uranium enrichment capabilities. These awards, distributed over ten years, are intended to transition the United States away from foreign uranium sources, expand capacity for low-enriched uranium (LEU), and develop supply chains for high-assay low-enriched uranium (HALEU). An additional $28 million was awarded to Global Laser Enrichment for advancing next-generation enrichment technology.

This initiative directly supports the nation's nuclear renaissance by ensuring a reliable domestic fuel supply for existing commercial reactors and future advanced nuclear reactors. Companies receiving these awards will operate under a strict milestone approach to ensure accountability. While this is an announcement of funding awards and not a direct regulatory mandate with a compliance deadline for external entities, regulated entities in the nuclear energy sector, particularly those involved in fuel supply and enrichment, should be aware of the significant government investment and strategic shift towards domestic production. This may signal future opportunities or policy shifts related to nuclear fuel sourcing and innovation.

What to do next

Review DOE's strategic shift towards domestic uranium enrichment and its implications for nuclear fuel supply chains.
Monitor future DOE solicitations or policy changes related to LEU and HALEU production and innovation.
Assess potential impacts on existing supply chain relationships and future business development opportunities in the nuclear energy sector.

Source document (simplified)

U.S. Department of Energy Awards $2.7 Billion to Restore American Uranium Enrichment

The U.S. Department of Energy today announced $2.7 billion to strengthen domestic enrichment services over the next ten years.

Energy.gov

January 5, 2026

Funding Strengthens and Secures Reliable Domestic Fuel Supply for Nation’s Growing Energy Demand

WASHINGTON— The U.S. Department of Energy (DOE) today announced $2.7 billion to strengthen domestic enrichment services over the next ten years. In support of President Trump’s commitment to enhance energy security and reduce reliance on foreign suppliers, the historic investment expands U.S. capacity for low-enriched uranium (LEU) and jumpstarts new supply chains and innovations for high-assay low-enriched uranium (HALEU) to create American jobs and usher in the nation’s nuclear renaissance.

“President Trump is catalyzing a resurgence in the nation’s nuclear energy sector to strengthen American security and prosperity,” said Secretary of Energy Chris Wright. “Today’s awards show that this Administration is committed to restoring a secure domestic nuclear fuel supply chain capable of producing the nuclear fuels needed to power the reactors of today and the advanced reactors of tomorrow.”

Enrichment Task Orders

Last year, DOE signed contracts with a total of six companies for LEU and HALEU enrichment that allowed them to bid on future work. Today, the Department announced task order awards with three companies that will transition the United States away from foreign sources of uranium and diversify the nation’s domestic fuel supply.

Developing this new domestic production capacity for LEU and HALEU ensures an adequate fuel supply is available to maintain operations of the nation’s 94 commercial reactors and builds a strong base to supply future deployments of advanced nuclear reactors. To ensure accountability, these awards will be distributed to the companies under a strict milestone approach.

The following companies were awarded task orders totaling $2.7 billion to provide enrichment services for LEU and HALEU:
• American Centrifuge Operating ($900 million) to create domestic HALEU enrichment capacity
• General Matter ($900 million) to create domestic HALEU enrichment capacity
• Orano Federal Services ($900 million) to expand U.S. domestic LEU enrichment capacity

Innovative Technology Funding Opportunities

DOE also awarded an additional $28 million today to Global Laser Enrichment to continue advancing next generation uranium enrichment technology for the nuclear fuel cycle.
The award is the result of a competitive solicitation issued last December.
More information on DOE’s efforts to develop nuclear fuel supply chains for existing and future reactors can be found at: LEU Enrichment, HALEU Enrichment, HALEU Technologies

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- Nuclear
- Funding Opportunities
- Energy Security