https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/electric-power/102924-us-government-looking-into-chinese-enriched-uranium-imports-officials-say
Urenco won't be winning friends at Constellation Energy. This article references the offtake agreement they've signed with GLE. We also know they've signed an agreement with Microsoft to reopen a reactor at three mile island to meet an energy supply agreement they've signed with Microsoft.
They say in this article:
Constellation supports efforts to add US enrichment capacity and has signed long-term contracts to encourage such deployment as rapidly as possible, she added. "We've spent more than the US government has," Tortorelli said.
That last bit is what interests me most.
https://www.spglobal.com/commodityinsights/en/market-insights/lat...
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