HALEU TRISO fuel production

by Standard NuclearUS

Make enough TRISO fuel for the first wave of US microreactors and small reactors. Fuel, not reactor design, is a main bottleneck for these reactors, and few US lines can make TRISO.

PilotStage 3 of 5

Making HALEU TRISO fuel at Oak Ridge (~500 kg/yr); expanding past 2 t/yr; Idaho site built.

Updated 16 Jul 2026Checked 11 Oct0 updates this week

Milestones

Next · Oak Ridge capacity above 2 tonnes a year
  1. Buys Ultra Safe Nuclear's fuel assets out of bankruptcyQ4 2024Complete.
  2. Emerges from stealth with $42MJun 2025Complete.
  3. First company picked for DOE's Fuel Line Pilot ProgramAug 2025Complete.
  4. Construction starts on the Idaho Falls assembly siteOct 2025Complete.
  5. DOE safety-oversight agreement signedDec 2025Complete.
  6. First HALEU arrives; HALEU TRISO production beginsJan 2026Complete.
  7. Lists on the NYSE, raising $150M16 Jul 2026Complete.
  8. Oak Ridge capacity above 2 tonnes a yearNowCurrent milestone.
Primer