https://www.investing.com/news/transcripts/earnings-call-transcript-centrus-energy-q1-2025-beats-eps-forecast-stock-surges-93CH-4033101
It seems as if Centrus regards Gle as one of their serious competitors.
I'm not sure that i buy their reasons for Centrus wanting to be a preferred enricher. I have yet to hear them claim to be cost competitive with even other centrifuge technologies, let alone laser enrichment.
That said, they may well benifit from being able to supply military use product
i think that with only 16 centrifuges operating and with Gle now demonstrating enrichment at perhaps a larger scale, Gle might be a more than a serious contender.
https://www.investing.com/news/transcripts/earnings-call-transcri...
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