A bit more news on the HALEU contracts - don't think it adds any more but to confirm that the selection is really Orano, Centrus and Urenco. Since Orano will not be operating at Oak Ridge until the 2030's and the LEU (from what i recall of the RfP) needs to be of US origin I would have thought that they will be unable to supply until the early 2030's. Urenco will clearly be a player since their facilities are at Eunice, New Mexico but as far as I am aware the Centrus facility in Piketon is owned by the DoE and only operated by Centrus - they need 4.8% LEU as feedstock - will they get that from GLE? - could possibly be Urenco (but they are a direct competitor.
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