The more you read about the SMR's requirements for assured fuel supply prior to deployment. The more evident it is to me that a GLE Paducah plant would better serve the Doe and the US nuclear industry if the timeline for construction and production were bought forward a few years.There is nothing from Centrus that I can see where American Centrifuge can produce cheaper product than international rivals. The hat seems to hang on military requirements only.Urenco may step up as they are established, but can not produce cheaper or for military use I think.Although we have a Silex timeline of 2025 for a pilot and 2030 for a production plant to go on, it would not surprise me to see further, measured assistance from the US DOE this year, allowing timeliness to align better with emerging US industry interests.Pure speculation on my part of course, but we'll see soon enough.
The more you read about the SMR's requirements for assured fuel...
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