https://www.exchangemonitor.com/doe-to-take-bids-for-commercial-leu-contract-in-june-2/?printmode=1
It does look to me as if the Leu enrichment contracts will be for enrichement in the us only and the fund will be a rotating one.
I imagine that Gle, Centru and Urenco, at this stage, amongst other things, would want an assured buyer of leu at a pretetermined price. Although, given that these enrichment plants aren't built yet, without an absolute obligation to deliver on time.
It wouldnt work with a direct utility buyer, maybe thats why they need that us gov funding as a buffer.
Nuclear Power Related Media Thread, page-4909
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