Summary

• One critical step of the nuclear fuel chain - uranium enrichment - has long been a domestic vulnerability for the United States.
• Traditional gas-centrifuge technology has been the proven workhorse for decades, delivering low-enriched uranium for today’s reactor fleet. Now, next-generation laser-based methods promise dramatically higher efficiency, lower energy use, smaller footprints, and faster deployment.
• The VettaFi Nuclear Renaissance Index (NUKZX) includes companies adding new uranium enrichment capacity and developing laser-based technologies.
• Centrus Energy Corp. utilizes centrifuge technology, while three laser players, Silex Systems, ASP Isotopes, and LIS Technologies are closing the gap toward commercial reality.

By Steffan Szumowski

One critical step of the nuclear fuel chain - uranium enrichment - has long been a domestic vulnerability for the United States. Traditional gas-centrifuge technology has been the proven workhorse for decades, delivering low-enriched uranium (LEU) for today’s reactor

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