A very interesting article by seeking alpha on the competitive position of Centrus for HALEU production. The report covers URENCO, Silex and ASP isotopes (not too much on ASP) but also points out the the U234 in centrifuge production could be a problem for HALEU (compared to LIS) which is an aspect I was not particularly aware of. The report appears to not recognize the current advanced status of LIS and the other advantages of the Silex technology (i.e flexibility of product assay, cheap DoE tails as feedstock etc)
The article is more than 50,000 characters which appear to be a limit on what can be posted but the link is below:
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