Looks like there is movement on the doe Haleu contracts (the one Gle didn't apply for). I suspect we will hear more tomorrow, but maybe Urenco, Orano, American centrifuge operating (is that Centrus or the owner of the American centrifuge? I don't know) and a company called General matter (they are a member of the consortium, but I know nothing about them)
If they chose to award the haleu this week i wonder if there will be more before the us election. We have the Leu contracts and that $100 mill for novel fuel tech, which Gle are interested in.
https://www.govconwire.com/2024/10/doe-uranium-enrichment-support-contract/
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