I'm not sure the Doe had practically written off silex technology in 2016. If they had, why would they have signed over their Paducah tails exclusivley to GLE?
This from the silex website.
"In 2016, GLE signed a landmark agreement with the US Department of Energy for the purchase of over 200,000 metric tons of depleted uranium hexafluoride (UF6) being tails material stockpiled from previous decades of enrichment operations at the DOE’s gaseous diffusion facility in Paducah, which was shut down in 2013. This material will be the feedstock for GLE’s Paducah Laser Enrichment Facility (PLEF) planned to be operational in the late 2020’s, or possibly earlier should market conditions and other factors support acceleration – which is currently being considered by GLE’s owners."
Personally, I'd take what Mr Poneman has to present about his direct competition with a big grain of salt.
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