Evidently General Matter Inc. and Louisiana Energy Services, operates Urenco Ltd.’s New Mexico enrichment plant
ttps://www.bnnbloomberg.ca/investing/2024/10/17/us-awards-uranium-enrichment-contracts-to-centrus-orano/
So not unexpected result is really Urenco, Orano and Centrus - all will need LUE to produce the HALEU - Orano and Urenco can do this but Centrus does not (yet) have an LEU capability (I assume it can't use Tenex supplied LEU) - the Centrus HALEU plant though is owned by the DoE (Centrus just operate it on a cost plus basis)
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