https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/electric-power/102924-us-government-looking-into-chinese-enriched-uranium-imports-officials-say
Urenco won't be winning friends at Constellation Energy. This article references the offtake agreement they've signed with GLE. We also know they've signed an agreement with Microsoft to reopen a reactor at three mile island to meet an energy supply agreement they've signed with Microsoft.
They say in this article:
Constellation supports efforts to add US enrichment capacity and has signed long-term contracts to encourage such deployment as rapidly as possible, she added. "We've spent more than the US government has," Tortorelli said.
That last bit is what interests me most.
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