US next-gen nuclear reactors drive demand for domestic advanced fuel

The United States is advancing its domestic production of advanced nuclear fuel to support the deployment of next-generation nuclear reactors. The Department of Energy (DOE) has launched a pilot program inviting US companies to propose, build, and operate new fuel production facilities. This initiative aims to reduce reliance on imported enriched uranium and critical materials, thereby strengthening national energy security and fostering private sector investment in nuclear energy. Currently, the US lacks sufficient infrastructure to meet the anticipated demand for advanced nuclear fuel, which is crucial for the operation of emerging reactor technologies. To accelerate progress, the DOE is leveraging fast-track authorities similar to those used for testing advanced reactors, with plans to select at least three reactor designs by summer 2025 and achieve nuclear criticality by July 2026. Proposals for fuel production will be evaluated on technological readiness, fabrication plans, and financial viability, with applicants responsible for all associated costs. The expansion of domestic nuclear fuel production aligns with broader US energy and decarbonization goals, as nuclear power provides